Top CRMs for small and medium-sized businesses · Compass Creative

Top CRMs for small and medium-sized businesses

A Customer Relationship Manager (CRM) is a tool used to manage a company’s relationships with their customers and suppliers. It can come in the form of a mobile app, web-based app, or software that you install on a computer.

The main benefits of having a powerful CRM in place are:

You may have heard of Salesforce, Oracle or Dynamics. Those are the top three most powerful CRMs used by today’s largest corporations. While they’re top notch, one-stop marketing tools, they are no longer the only players in town.

Small or medium-sized companies can now implement robust, automated campaigns using much cheaper, easier to use tools.

This helpful post will list a few of our favourites.


HubSpot offers four main platforms that interconnect. The first one is its free CRM. The HubSpot Free CRM gives you everything you need to organize your contacts, track and nurture leads and existing customers. As the name suggests, it’s free!

HubSpot CRM is one of the most powerful CRMs out there. Despite its vast amount of features, it’s straightforward to use.


Email marketing integrations

HubSpot offers email marketing tools through HubSpot Marketing Hub, but as your list grows, things can get pricey. Thankfully, HubSpot connects to MailChimp and Campaign Monitor through Zapier for $20 a month.



Zoho is one of the most straightforward CRMs. It’s powerful, easy to use, and it can connect to your website, email marketing tools, Google’s G Suite, Microsoft’s Outlook and even social media apps!


Email marketing integrations

Zoho easily integrates with Campaign Monitor using a simple connector tool from Kloud Connectors. The cost to connect the two platforms starts at $14 a month.



Insightly is a CRM and sales project management tool. While it can perform the same basic tasks that other CRMs can, the user interface is not as nice. Insightly makes the list because of its built-in integrations with MailChimp, Google’s G Suite and Microsoft’s Outlook.


Email Marketing Integrations

Seamless integration with MailChimp, Google and Outlook. Campaign Monitor integration can be achieved using Zapier (free version would work, depending on how many contacts you have) or using a simple connector tool from Kloud Connectors. The cost to connect the two platforms using Kloud starts at $14 a month.


We understand that the language surrounding CRMs can be a bit jargony and hard to understand at times. If you still have questions, or you’d like find out more about CRMs and how to get them working for you, you can always send us an email. We’d be happy to chat with you about it!

Written by Diego Lopez, RGD

August 7, 2018

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