Best CRM for solopreneurs? The important thing to remember is that the content tools & resources solopreneurs use to nurture customers must not only do that job very well, but they cannot be tiresome tools that are too time-consuming to handle. CRM requires regular monitoring and the discipline of maintaining just the right amount of delicate contact with customers. Solopreneurs, working as the lone hands in their businesses, cannot afford tool-learning time or cumbersome CRM systems.
The ten best CRM tools we have handpicked for you have all been tested by us, and we have considered the following six criteria in our judgement: are the tools budget-friendly for solopreneurs; are they easy to learn and use; are they easily customizable for small businesses with varying demands; do they intermingle well with other typical tools that most solopreneurs use; are they flexible, so you can grow into using more of the features after you’ve got used to the basic features; and, will the investment on the tool scale with your business.
Solopreneur CRM Choice #1: OnePageCRM
The OnePageCRM converts the complexity of CRM into a to-do list, so you and your sales team can convert leads to customers, reach targets and grow your business.
According to the tool manufacturers, the secret to sales is not charts and graphs, it is completing sales actions. They reiterate: “We focus you 100% on taking action. For too long we have suffered data entry and administration. No more! Just think about the Next Action. All of this on a simple and beautiful dashboard. Why would you want it any other way?”
Working from a single dashboard, your prospects float to the top of the Action Stream at just the right time when they are due to be contacted as per your contact schedule! The productivity principles of GTD (Getting Things Done – the seminal book by David Allen) are part of the DNA of this tool! By turning CRM into a simple to-do list, you or your hired sales staff focus on what drives sales, not bloated software with ineffective charts and graphs.
Solopreneur CRM #2: Hubspot CRM
“Why Pay for a CRM When This One Is Free?” This is the compelling tagline of the Hubspot CRM. It is everything you need to organize, track, and nurture your leads and customers. And yes, it’s 100% free, forever. HubSpot CRM automates the tasks salespeople hate and takes minutes to learn – not months. That means doing more deals and less data entry. Plus, interactions are tracked automatically and deals are displayed on one dashboard for total visibility without added work. Best of all, you can enjoy up to 1,000,000 contacts, users, and storage without any expiration date – whether you’re a team of 1 or 1,000.
Manage your pipeline with total visibility. Get an up-to-the-minute view of your entire sales funnel on a clean, visual dashboard. HubSpot CRM tracks customer interactions automatically – whether they’re in an email, across social media, or on a call. Sync with Gmail or Outlook, and capture every call, email, or meeting as it happens. Every interaction is stored in a tidy timeline, including calls, emails, meetings, and notes. You’ll never need to dig through a messy inbox or spreadsheet to figure out where a relationship left off.
HubSpot CRM includes free tools for live chat, team email, and bots, plus a universal inbox that gives sales, marketing, and customer service teams one place to view, manage, and reply to all conversations — regardless of the messaging channel they came from.
Solopreneur CRM #3: Pipedrive CRM
Every business uses CRM a little differently. Some businesses use it more for marketing and customer retention – others focus on the sales process and its perfection and non-leakage. Pipedrive is more suited to the latter type of businesses who focus on deals.
Every deal you are currently working is laid out in a Kanban-styled dashboard, where you can see your entire sales pipeline at one glance. Get to quickly view details, move deals to a new stage in your pipeline, or schedule new activities all from the dashboard. Your dashboard will also alert you if a deal has gone too long without your team’s attention and is at risk of going cold. This is a true asset that the tool offers.
Further, deal profiles in Pipedrive include a running history of all activity, notes, and emails alongside key contacts and company details. You can view any deal’s progress in your pipeline – plus the key stats on the deal. You can also dive into individual contact’s pages to find who’s best for the follow up. The ability to stay macro, or go as granular as you wish, is another big advantage.
Solopreneur CRM #4: Capsule CRM
The tagline behind this CRM tool would especially make solopreneurs smile: “Build stronger customer relationships, make more sales and save time.” One of the advantages of this product is that goes beyond just customer relationships … you can store and manage all your business contacts in one place. All relationships, not just customers. Manage contacts, leads, customers, vendors and stakeholder networks.
Capsule CRM seems to have been designed with usability in mind. They have made it simple and intuitive to help you feel at home within minutes of signing up, leaving you with time to focus on tasks at hand. Also, no more fragmented customer information in spreadsheets and emails across your company. Capsule CRM enables one complete view of your customers. You can very simply and easily monitor your contact base … track bids, deals, proposals and other opportunities; see where your future income is coming from; create reports; and, gain insight on your sales pipeline.
Solopreneur CRM #5: Agile CRM
Agile CRM is a cloud based SaaS service that is mobile-ready, fast, and simple to use. It enables six different types of typical CRM activities from one dashbraod making it super-convenient: contact management, deal tracking, one-click calling and voice automation, appointment scheduling, project management and gamification to help get your people trained to collaborate better.
The contact management system is particularly comprehensive. You can view everything you need to know about a contact on a single page that includes contact info, communication history, social media profiles, interests, points of engagement, lead scores, and related tasks and notes. A built-in contact manager also lets you manage your contacts in a centralized address book. Every interaction with a contact is tracked and updated in real time for all your users to see.
Solopreneur CRM #6: Batchbook CRM
This is truly a CRM for very small businesses who put people first … ideal for all kinds of solopreneurs, freelancers, mom-and-pop-preneurs, tiny startups and small agencies. This CRM supports the idea that business is very personal. Batchbook CRM will help you organize your business by putting important contact details front and center. Batchbook CRM can also help you make each interaction more meaningful and help in building relationships.
Some of its best points? It can help you instantly set up your account … just drag in a list of contacts and get going. It can help you stay up to date with what your contacts are posting on social. It can help you track client conversations wherever they happen. It can help you automate all the little tasks – think recurring to-dos and routine emails – and add some extra time back into your day. And it can help you with uber-easy goal-tracking. It’s orientation is so customer-centric that it lives up to its tagline: “Be the business that makes every client feel like the best client ever.”
Solopreneur CRM #7: Insightly CRM
Apart from being a best-in-class CRM, Insightly has one feature that I would strongly recommend: it lets you discover connections through relationship links. You can then plan the best sales approach with relationship maps to guide you. Also, thereafter you can: track organization hierarchies, partnerships, and all your contacts’ connections; route the right lead to the right rep at the right time with automated lead capture and lead distribution; close more deals faster with fewer clicks thanks to sales pipeline management and workflow automation tools; manage lead and sales opportunities in a pipeline view; and, send tracked emails automatically.
It is a process and pipeline-oriented CRM and therefore helps you automate repeat assignments with ease. It also enables you to stay on schedule by managing milestones. It’s easy to set up workflow automation to ensure on-time delivery. It also synergizes with several other tools you may like to use as a solopreneur. Some of the features may be a tad more than you need as a starter solopreneur, but there’s no doubt that this CRM is one you can grow with.
Solopreneur CRM #8: Base CRM
One of the greatest advantages that Base CRM offers is unprecedented pipeline visibility. Base’s intuitive user interface removes the friction from deal updates, so you or your staff are always able to access, analyze and collaborate on up-to-date and relevant deal data. Also, since all leads and opportunities are not created equally, you are enabled to keep your eyes focused on the highest value leads and deals through automated scoring rules informed by Base’s full-funnel analytics.
The philosophy on which Base CRM is built is this: “Happy customers not only buy more but also promote your product or service to others. Base provides the foundation for managing relationships and delivering customer happiness at scale.” One other thing to note: Base insights are easily accessible for all levels of insight. You can get answers not just to questions like, “Which deals will close this month?”. You can also get information to questions like “What deals am I about to lose?”. You can get enough prior indication to hold onto what is now at your fingertips.
Solopreneur CRM #9: Streak CRM
How much easier would your solopreneur workday be if your CRM was built right into Gmail? That’s exactly what Streak CRM does. First of all, it automatically captures data from your contacts and emails. You can get notified as things progress through your pipeline by never forgetting a follow-up with tasks and reminders. Secondly, you get to work with your CRM where you’re comfortable — inside your inbox! Built directly inside of Gmail for desktop and mobile (with full G Suite integrations such as Sheets, Chat, Drive, and more), Streak helps you access and gather your data quickly. Thirdly, you can share emails, notes, and call logs very easily with your team – as easy as handling Gmail routinely.
In short, as the Streak promise says: “Track everything and always have context. It’s as easy as a spreadsheet built into Gmail. It’s available on mobile for when you’re on the go.” Best feature of all for me is that it’s highly customizable.
Solopreneur CRM #10: Zoho CRM
Zoho CRM is one of the most popular CRM softwares for small businesses and start-ups. It was natively designed with the smaller business in mind, and it’s therefore very user-friendly, feature-customizable and affordable.. Zoho is a web-based CRM, and comes with a well-appreciated phone app. Zoho is a simple platform that lets you automate your everyday business tasks, track your sales, and engage your customers across a number of channels online. Its beauty is in its versatility and usability.
I would rate its user experience as among the best in the market among all CRM tools, especially for beginner solopreneurs. Zoho’s layout is really well-signposted for clarity. It has one of the simplest CRM interfaces on the market, but at the same time, it also enables plenty of easy-to-use features. Their clean, minimalist dashboard that’s very easy on the eye. Even if you are completely new to CRM, you won’t struggle to get to grips with the features and functionalities. Also, Zoho CRM comes with a list of really helpful guides, so life is very much simplified for the overburdened solopreneur.
So what are your thoughts on this topic? Do share!
This post is incomplete without your input. The community of aspiring digital solopreneurs would feel galvanized to hear from you … so do share your thoughts on this topic with us in the comments field below this post.
Other articles in our series “Content Tools & Resources”:
- 25 Content Marketing Books That Bend Your Mind Towards Success!
- 10 Best Free Content Syndication Platforms You Should Exploit!