How to choose a CRM
The "best" CRM is the one your team will actually use. Instead of chasing feature lists, judge options against a few criteria that matter for small businesses — ease of use, price, and how well it connects to the rest of your workflow.
A simple CRM checklist
- Ease of use — can you set it up in a day?
- Price — is there a genuine free tier?
- Workflow fit — does it connect to invoicing and quotes?
- Mobile — can you use it on the go?
- Support & data export — can you leave if needed?