How to choose a CRM for a small team
A practical guide to picking a CRM for a team of two to ten: seats, real pricing across tiers, must-have features, integrations, and which of five tools fits which situation.
Pipelines, contacts and deal tracking
Customer relationship management software for tracking leads, deals and conversations. The right CRM depends heavily on team size, budget and which email and messaging tools you already use.
6 tools
Sales & CRM
CRM platform with a free core and paid Sales, Marketing and Service hubs that share one contact database.
Sales & CRM
Sales-first CRM built around a visual deal pipeline, with automation and email sync for small sales teams.
Sales & CRM
The most widely deployed enterprise CRM, with deep customization, a large app ecosystem and premium pricing.
Marketing
Email, SMS and WhatsApp marketing platform with automation and a built-in CRM, priced by sending volume.
Sales & CRM
Feature-rich CRM with a free edition for small teams and low-cost paid tiers inside the wider Zoho suite.
Sales & CRM
Lightweight, collaborative CRM for small teams that manage relationships across sales, partnerships and hiring.
Decide what the CRM is for before comparing features. A team that mainly closes deals wants a pipeline first, and Pipedrive is built around one. A business that wants sales, marketing and support working from one contact record is buying a platform, which is HubSpot's pitch. Zoho CRM offers deep customisation in exchange for more setup, folk suits founders and agencies managing relationships more than a formal sales process, and Salesforce Sales Cloud is built for organisations with complex processes and someone to administer it.
Count seats honestly. Every CRM here charges per user on its paid plans, so the real bill is the seat price multiplied by everyone who needs to log activity — including the manager who only wants to look.
Then find the tier your must-have feature sits on. Automation, advanced reporting and customisation are commonly gated behind middle and upper tiers, and the step between tiers is often much larger than the step onto the first paid plan.
Buying guides to help you choose.
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