Small business CRM are pretty much the same as any other relationship; they require effort and time. And just like personal relationships are the key to a successful life, customer relationships are the same to a successful business. As crucial as it is to build a relationship with customers, maintaining that relationship is even more vital and a complex process in itself because accept it or not, you tend to lose sight of your first customer when you are dealing with the tenth or the hundredth while trying to run a business.
That’s where Small Business CRM software steps in and turns this complex process into a pleasant journey.
The best CRM for small businesses helps to not only strengthen customer relationships, but also upgrade marketing strategies, streamline sales and boost upselling efforts. That is, to say the least. Being indispensable to every business, CRM softwares are ubiquitous and vary in features and capabilities while sharing some basic functions.
To avail the most benefits, you must consider the features of the CRM software and how they streamline your business processes. The CRM solution must allow you to strengthen your business’s data, efficiently collaborate with your team and build an entire marketing funnel.
It’s time to leverage a CRM solution that offers different kinds of functionality within a single platform.
How to Choose the Right CRM solution?
Aside from the best CRM features, you need to take into account automation, scalability, user experience, mobility and complexity. Understanding and choosing the best CRM for small businesses is the key to making it work successfully. This eliminates the hassles of using different tools for specific tasks such as marketing campaigns, funnel builders, social media ad campaigns, call tracking and many others.
Choosing the CRM that’s best suited for your industry, niche, business type, team and agents as well as customers makes all the difference in the world.
It’s crucial to find the best solution amongst the various kinds of SaaS CRM to support small businesses. There’s no doubt that CRM plays a crucial role in the success of every business. And you must map out your agency needs as well as the budget before blindly opting for a solution. Choose the best CRM to run your agency by asking these questions.
- Is the CRM software designed to meet the requirements of small businesses?
- Is the software easy to implement and navigate?
- What kind of technical assistance is required to run the software?
- How much training is needed for employees to use the software?
- Can it be easily integrated with other software solutions your company uses?
- How much security is integrated into the application to protect your business against threats and malware?
- What is the total cost of the CRM solution including setup and additional charges for more user integration, if any?
When you are certain about your CRM solution needs, it becomes easier to choose the most fitting software for your small business.

A good CRM solution helps you streamline many processes - disposing off umpteen number of systems for various functions - to do everything using one platform rather than compiling multiple platforms. Furthermore, broaden your business significantly and get more revenue for the clients.
A high-level marketing plan leads to high-quality prospects that bring high-value customers.

Target the Right Leads
What if you got an all-inclusive platform featuring Page Builder to capture more leads! You can create your own websites with custom menus, build an entire marketing funnel and make high-performing landing pages with an intuitive platform.
- Easy to use built-in funnel builder that lets you easily clone steps of one funnel into other funnels and campaigns for multiple clients in the same niche.
- Drag and drop surveys and capture forms to pull in more leads by directly unifying with the platform as well as embedding them on your websites.
- Convenient appointment management with an extensive calendar application for requesting and scheduling appointments online in a seamless way.
Find your Strongest Leads and Maintain Relationships
This CRM software lets you go beyond just capturing a new lead with customizable follow-up campaigns to foster better customer relationships.
- Better organization and management of customers using multi-channel followup campaigns that automate the entire process by engaging follow ups and generate intended responses from the leads.
- Add multiple elements to the marketing campaign via different configurations that suit your client's use case connecting your leads through Phone Connect, Voicemail Drops, Emails, SMS/MMS, Voicemail, Webhook and even Facebook Messenger.
- The versatile mobile app helps in maintaining a two-way communication with leads on the go using any device.


Fully Automated Booking with Artificial Intelligence
It entails a booking management system that automatically adds leads and prospects to your calendar. On top of that, it lets prospects book a consultation session with you.
- Automated conversations can be created to book appointments on calendars without a rep having to make the call personally.
- The text messages can be completely customized as per requirements using the campaign builder.
- Hold the reins with Artificial Intelligence and Machine Learning to manage automated communication with clients.
Close Deals Pronto
Conveniently track and manage the status of your leads using Opportunities dashboard, which integrates various features.
- An inborn Pipeline Management feature allows you to track the status of prospects in the sales funnel.
- Directly integrated payment processors like Stripe helps you collect payments on websites and funnels when an appointment is booked.
- The dashboard allows easy access to analytics and reports while providing an overview of leads, clients and conversions.


Full-fledged White-label CRM system
Leverage a white-labeled mobile app to provide more value to your clients as this software allows you to create a custom app in App Stores* as well as a branded Zapier to fully brand your business.
- You can offer it to the customers with an additional cost other than providing it with your services.
- Create unlimited sub-accounts and users and whitelabel the software to offer it at a price that suits your business.
- It is an additional source of revenue as you can increase your asking price with the platform access to your clients.
In addition to all that, you also get incredible features of various different platforms amalgamated into this one software, such as:
- Heavy automation to keep your time freed up for your business process requirements.
- Indefinite scalability with unlimited accounts.
- Huge variety of templates like funnel templates, membership sites, email templates, etc
- Cloning for niche-specific digital marketers.
- Convenient switching and importing from all your previous marketing tools.
- Excellent support team with 24*7 world-wide support.
- Community support, training and resources from some of the best digital marketers to start or grow your digital agency.

Give a boost to your business - no matter what size - with the best 2022 CRM solution Go High Level, which combines different types of marketing and sales platforms under one roof.
Imagine how you can improve your business by implementing an infallible system that boosts conversions and definitely strengthens your bottom line.
With the best-in-class features, Go High Level for Agency increases productivity among your reps, keeps client and lead information at an easily-accessible location, assists you in generating more leads, closing more deals and fostering vital business relationships
Leveraging our partnership with Go High Level, you get to reduce operational costs and improve client retention. Go High Level pro features replace a number of apps and gadgets such as email marketing, funnel builder, forms and survey creators, booking and appointment management systems, text and voicemail marketing solutions, call tracking tools, website builder and many others.
On top of capitalizing on this one-stop solution to your CRM needs, you also get access to FREE Go High Level Funnels and website templates. There are many other accolades our partnership with Go High Level brings to you.
“I felt completely supported as soon as I join the platform…These guys care about my business and have taken my business to the next level. The technology is continuing to shift and change while getting better and better. They are providing new services and things that I love.”
DEBBIE DUBOIS
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WHAT PEOPLE SAY ABOUT HIGHLEVEL
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WHAT PEOPLE SAY ABOUT US
Choosing isuremedia for a CRM solution has proven incredibly great for our marketing agency. They helped us in switching to GHL for replacing so many different tools and platforms like SalesForce, ActiveCampaign, ClickFunnels, LeadPages and a few more. It really is amazing for everyone in the digital marketing space. Isuremedia ensured a smooth transition for us with their remarkable experience and continuous support. Now I use only Go High Level and to be honest, things have never been this easier before. It is helping us with building funnels, client acquisition and fulfillment; link building; tracking the calls, leads and revenue; reputation management; and even assists client SEO. isuremedia also assisted us in utilizing GHL to build out a SaaS to be our front-end client offer. Automating our business using GHL has been a monumental feat for our agency and how it centralizes and automates a multi-channel outreach technique is just marvelous. We mostly used email for outbound marketing to build links and acquire clients but when we started using GHL, we got multiple touchpoints for client acquisition which replaced both Woodpecker and Mailchimp services. After building a campaign, we had our people invariably look into a list of potential clients and added more than a 100 targeted prospects into the GHL funnel and booked around 20 client appointments in a week. It’s great to even keep the prospects that don’t sign up in the nurture segment of GHL to continue to keep in touch. It’s been a great experience - all thanks to isuremedia.
5/5
I must say that isuremedia offers an extremely efficient marketing automation platform that has been designed with a detailed strategy for marketing. For so many years, we used several different kinds of marketing automation software but kudos to isuremedia, GHL is the first of its kind that offers pretty much everything we need. It’s safe to say that with a few more upgrades, it will practically be running our business for us. It’s an exceptionally dynamic system with all the features that you can imagine combined in one place. What I personally like the most is conversational automation through different communication channels like email, SMS and MMS, phone calls, voicemail drops, Facebook messenger, web chat, tasks and even reminders. We had to use multiple lead gen platforms before we came across isuremedia, which helped us switch to High Level. This all-in-one tool helps us with the complete sales cycle from creating funnels to automatically contacting leads and overviewing pipeline movement to even booking appointments and tracking results. I definitely recommend isuremedia and if you are not sure, just sign up for the 14-day free trial and see for yourself how it makes a huge difference to your business. I would also suggest taking the time to learn the process and watch all the support videos to familiarize with the structure and process. There’s a learning curve. But you’ll see how great it is for the agency and appreciate the fact that you can customize it accordingly, especially in pipeline stages, customization options are endless.
5/5
I signed up for the isuremedia free trial to upgrade the CRM system at first but the number of features this platform offers just got us hooked for life I think. Isuremedia provided various free marketing automation, web templates, agency benefits, agency funnels, workflow management, and even added support for making our agency whitelabel. It doesn’t get any better than this. GHL is the best automation solution ever and you can use it for everything! And the most striking thing is that its cost is so very less when you compare it with so many different solutions you have to use for each purpose. It’s an inexpensive all-in-one solution where I can manage my business, automate prospecting, track pipeline, grow my client base, send emails and texts, and even design a product launch. You can even whitelable it as your own CRM and sell SaaS to any business. I have been using isuremedia GHL services for five months and it continues to help me stay on top of everything. They help me keep adding employee accounts for each business, build triggers with ease, centralize communication, organize the teams, and automate the onboarding process. Besides CRM, the marketing system of GHL is also brilliant as it entails Inbound/Outbound Outreach and Inbound Traffic Conversion. It combines at least 5 different marketing channels at the cost of just one. While I like everything isuremedia offers, I personally love the option of GHL customization and the fact there are major updates released every month which bring even more utility to the software. High Level is remarkably efficient and easy to use once you get the hang of it. And with isuremedia support, it's definitely the right platform for any agency that wishes to scale.
5/5
Frequently Asked Questions
CRM software for small businesses, on the other hand, is built to fulfill your customer, sales app, and sales management needs without adding features you don’t need or can’t afford.
In a nutshell, every business that wants to maintain a relationship with its customers can profit from a CRM system. To be more explicit, there are two types of businesses that typically gain the most:
As you probably expected, the prices and pricing models for CRM software vary. Many platforms charge per user per month, with that rate depending on the number of contacts you have or the level of functionality you choose.
Choosing the best CRM for small business ultimately comes down to your needs—does software with more cost-effective pricing take precedence, or are higher levels of personalization and efficiency, which frequently come with a more expensive plan, more important?
CRM software for small business owners might assist you in attracting new leads. Look for marketing automation solutions or comparable capabilities that you may utilise to attract new consumers and assist you in following up with existing ones.
While some CRM software for small business owners allows you to have as many users as you want, the majority of companies charge per user. To ensure that everyone has access to the resources they need, match your CRM solutions to the size of your company’s sales or leadership teams.