7 things to look out for when choosing CRM software for a small business

7 things to look out for when choosing CRM software for a small business

Investing in CRM for your small business can be incredibly rewarding, but it can also be extremely stressful. Finding the CRM software solution that suits your business best can be a task in itself. If you choose an option that doesn't suit your business and the way you work it can be a costly mistake to rectify.

There are so many options available on the market and it's an ever-growing list. Salesforce has the largest market share, but that doesn't necessarily mean it's the best fit for your small business. There's also Oracle, Microsoft, ZOHO, SAP, Hubspot and a long list of other solutions to choose from.

It helps to have someone on your side who knows exactly what they're talking about and what to look out for. However, that's a luxury many businesses don't have. Don't worry, to make things easier we've compiled a list of things you should look out for when choosing CRM software for your small business:


You're going to spend a lot of time using this CRM software, it's critical that you choose an option that's easy to use. Not only will this cause much less stress, it will likely require less training for your employees.


You want to choose CRM software that will adapt to fit your business, not the other way around. Many of the options available on today's market will allow for this, try to choose one that will seamlessly integrate with your existing processes and business model.


If your business requires you to spend a lot of time out of the office and on the road, you'll likely want a CRM solution that's based in the cloud so you can access it on the go. Web-based CRM software allows you and your employees to work flexibly.


Make sure you're planning for the future when you choose CRM software for your small business. You might be fairly small now, but you'll want to choose an option that has the capacity to grow with your business. Once your business is fully integrated with a CRM system it can be a real headache to replace should you outgrow it.


Unless you're an expert yourself, you and your employees are likely going to require some kind of training. It's worth checking to see if there is any formal training included in the package you choose, otherwise, it may be an extra cost you need to factor in.


Training is one thing, but it's also likely that you'll require some kind of ongoing support with your CRM software. Do you have an account manager? Is there a system in place for you to ask questions and seek help with any issues that might arise?

API Integration

It's likely that your business already has a number of tools that you'll need to integrate into your CRM system, such as email and accounting tools. Make sure the CRM option you choose is capable of this.

If you find an option that satisfies each of these seven key points then it's likely you've found the right CRM software for your small business.