Best Sales CRM 2023: It’s Time to Up Your SMB Sales Game

Stuck in a rut trying to scale your sales? You’ve come to the right place! With the right sales CRM, you can easily revamp your sales process! Whereas the wrong one can tank your business if you’re not careful. I’m AJ—here to help. I’ve spent the better part of a decade scaling my business to a successful multiple seven-figure exit (using practically every CRM under the sun).  Now, I’m here to give you the scoop on how to achieve financial freedom and success (without making the same mistakes I did). So, let’s look at our list of the best sales CRM in the game (tested extensively over six months). Stick around to the end for some pro tips you don’t want to miss! After years of SBB testing, here is our list of the best Sales CRMs: Best Sales CRM For Mobile: Capsule Best Sales CRM For Pipeline Management: Pipedrive Best Sales CRM For All-In-One: HubSpot Best Sales CRM For Lead Scoring: Freshsales Best Sales CRM For Automation: Monday.com Best Sales CRM For Lead Prospecting: Zendesk Sell Best Sales CRM For Scaling: Engagebay Best Sales CRM For Beginners: Pipeline

















How Did We Test The Best Sales CRM Software?







Hands-On Experience




Feature Assessment




Ease of Use




Customer Support




Scalability




Third-Party Reviews












How We Objectively Test Each Platform:







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Expert Review







Features







Pricing







Customer Service







Integrations







Ease of Use







Mobile










AJ's got a knack for kick-starting businesses, putting them on autopilot, and setting them up for acquisition. Over the past decade, he's been right in the thick of things with hundreds of small businesses, helping them with just about everything under the business sun. If you need advice on software suites and choices? AJ's your guy.









We roll up our sleeves and dive into the top CRM features we think are pretty crucial for small businesses. Stuff like reports and analytics, options to customize your pipelines, and the ability to link up with other apps and services. We know what makes small businesses tick, so we know what features they need to get the job done.









Money matters, folks! When it comes to picking a CRM system, price is usually the deal-breaker. We give a big thumbs up if a provider charges $30 or less per user each month for their starter plan. Extra brownie points for throwing in a freebie plan or trial, options to scale up or down as needed, and the freedom to pay monthly or yearly. We're looking for flexability for small businesses. 









We all know support is mega important when you're choosing a CRM platform. This is especially true for those smaller businesses or sales teams who can't afford to have tech wizards on their payroll. We put our detective hats on to see if these companies offer round-the-clock support, and we looked at the different ways you can get help. We're talking live chat (like, real-time convo), email tickets, a good old-fashioned phone call, and self-service tools (for the DIY-ers out there).









When you're in the business of picking a CRM, integrations are like the secret sauce that takes your burger from 'meh' to 'mind-blowing'. Imagine, all your favorite apps and tools, working together in perfect harmony, making your workflow smoother than a fresh tub of Nutella. When we review a CRM, we look at the integrations most SMB owners are looking for.









When you're reviewing a Customer Relationship Management (CRM) system, it's essential to pay close attention to its ease of use. After all, a CRM is as beneficial as its usability. A simple, intuitive interface saves you and your team a great deal of time and headache. When we're reviewing each CRM, this is a crucial aspect that we look for.









The importance of Mobile CRM cannot be overstated in today's digital age. It's essential for fostering strong customer relationships and managing business activities. Mobile access to CRM makes it possible for sales teams to update and access customer information in real time, improving efficiency and ensuring up-to-date data. Mobile CRM can have a massive impact on SMBs, so thoroughly testing it is essential for each one of our reviews.






















How We Test CRMs













Capsule CRM: Best For Mobile











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Bonfire Rating: 4.7/5 Capsule is perfect for SMBs that want a no-frills CRM designed to help your teams succeed!












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Capsule


Learn More Today!



$
21



Monthly





AI Content Assistant





Project Management Tools





Customizable Sales Pipelines






Get Capsule


Try it Free Today





Popular











Why We Picked Capsule CRM 




Capsule CRM is a great platform to help mobile or remote sales teams succeed!  Here are some reasons we selected Capsule for this list: User-friendly mobile app with all key features  Great AI content assistant to streamline communication Customizable sales pipeline Intuitive user interface  Easy to manage on-the-go sales tasks and updates  If your business has a lot of remote or mobile sales reps, Capsule CRM is the perfect choice.  What’s great about Capsule’s mobile app is that it’s incredibly easy to navigate .  While some of the other CRMs on this list offer equally fantastic apps, Capsule CRM wins out because of its clean design and user-friendly interface. 







​Capsule CRM Features





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Mobile App


Most CRMs offer some sort of mobile app in today’s digital landscape.  What sets Capsule apart from the competition is how well their app performs.  It’s incredibly user-friendly and has all the features you need to manage your sales tasks on the go .  Whether it’s pulling up a contact, adding notes, or checking in on your pipelines, Capsule’s mobile app makes it effortless .  For example, here’s a look at our affiliate marketing partnerships pipeline from the mobile app.  As you can see, everything is perfectly scaled for mobile access (making it a breeze to navigate).  In addition, the app also has offline capabilities, so you can continue working even without an internet connection .  As soon as you reconnect, your data is synced automatically ! Our verdict:  Capsule CRM stands out in a sea of mobile apps with its intuitive and user-friendly design, making it a must-have tool for remote or mobile sales reps. 







AI Content Assistant


In the fast-paced world of sales, time is of the essence. That’s where Capsule CRM’s new AI Content Assistant comes in.  This feature is perfect for sales teams who want to focus more on closing deals and less on composing individual communication . We input a few details and were able to generate a tailored email (within seconds). This allowed us to spend more time engaging with our clients (and less time drafting the perfect message). Capsule CRM’s AI Content Assistant feature is a huge timesaver for busy sales teams looking to streamline their communication process .  Plus, it’s available on both the web and mobile app.  At the end of the day, this feature isn’t going to revolutionize your business, but it’ll certainly take your customer communication up a notch !







Customizable Sales Pipeline


Capsule CRM offers comprehensive pipeline customization, allowing you to adapt your CRM to the specific needs of your operations.  We started testing this feature by creating a pipeline for our affiliate marketing partnerships (shown below). Once we named our pipeline and described it, we were able to customize each stage. Here’s how the customization screen looked to give you a better idea.  From there, we were able to add our affiliate marketing deals to our pipeline with just a click and filled out a few fields.  Here’s a sneak peek at our affiliate partnerships pipeline with everything put in. Capsule CRM offers a simple yet effective way to manage your sales pipelines (even on the go). If you’re looking for the next best way to amp up your pipeline management efforts, try Capsule CRM!








Capsule Pricing​



Capsule CRM offers four pricing plans. They are the following: Starter – $21/Month Growth – $38/Month Advanced – $60/Month Ultimate – $75/Month






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Capsule CRM Pros and Cons











User-friendly mobile app with all key features




AI Content Assistant for streamlined communication




Customizable sales pipeline to fit your specific needs




Offline capabilities for on-the-go work














No free plan




Limited automation capabilities compared to other CRMs on this list













Capsule CRM Review





















Pipedrive: Best For Pipeline Management










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Bonfire Rating: 4.7/5 Pipedrive: Best pipeline management in the game. 
















Pipedrive


Learn More Today!



$
21



90




Monthly





Low Startup Pricing





Customizable Project Management





Powerful Lead Generation Tools






Get Pipedrive


Try it Free Today





Popular











Why We Picked Pipedrive



We picked Pipedrive for several reasons. Let’s break it down: Scalable pricing plans & add-ons Fantastic pipeline management Intuitive user interface  Powerful lead management