Was setting up each CRM essentially self-explanatory? Were there helpful resources along the way if we needed them? Would we be comfortable using this every day? We tested each platform and its overall user experience. For example, if you have a pressing issue you'll get faster resolution by phone than by email. The different channels are important because they represent levels of urgency. And it shouldn't require outside help for set up and ongoing management.įor our review, we looked at each company to ensure they offered phone, email, and chat support. It should be approachable for everyone using it-salespeople, marketing, the office manager, and on up to the CEO. Small businesses owners shouldn't need a specialist to manage their CRM software. For more details on our process, read the full rundown of how we select apps to feature on the Zapier blog.Ĭost is usually a major consideration for small businesses, so we only evaluated CRMs that have plans that cost less than $60 per month per user.Įase of use was also considered. We're never paid for placement in our articles from any app or for links to any site-we value the trust readers put in us to offer authentic evaluations of the categories and apps we review.

We spend dozens of hours researching and testing apps, using each app as it's intended to be used and evaluating it against the criteria we set for the category. All of our best apps roundups are written by humans who've spent much of their careers using, testing, and writing about software.

Small business crm software reviews