11 Best Solopreneur CRMs Of 2024 (Free & Paid)

Upfront Conclusion

The best solopreneur crm right now is Zoho CRM and Hubspot CRM

Solopreneurs are often tasked with managing their organization’s contacts, clients, and leads and tracking all the different aspects of a company. The best Customer Relationship Management (CRM) for these professionals can keep them on top of everything without being too cumbersome or time-consuming to use.

The best CRM for solopreneurs will have many of the same features that businesses need to grow the organization. The best CRM for solopreneurs needs to be easy to use by anyone within the organization.

Top 11 Best CRM for Solopreneurs

Zoho CRM – Best client management tool
Hubspot CRM – Best marketing based CRM
Pipedrive CRM – Best tool for lead and progress tracking
Bonsai CRM – Best Tool For Managing Clients Efficiently
Keap CRM – Best customer relationship tool
Nimble CRM – Best communication tool
Salesflare CRM – Best sales process manager
Highrise CRM – Best contacts and accounts managing tool
Apptivo CRM – Best tools for sales and marketing management
Insightly CRM – Best tool for lead and contact tracking
Agile CRM – Best software for small businesses

1. Zoho CRM – Best client management tool

PRICING: $14 per user, per month

Zoho is a web-based application that provides access to lead data and client management tools. It has a marketplace for creating and selling other peoples’ products.

KEY FEATURES OF ZOHO CRM

Mail integration
Google Apps integration
Salesforce integration
Outlook integration
Unlimited deleted records
Multiple Outlook accounts

REASONS TO BUY ZOHO CRM

On-demand support
Unlimited users
Unlimited contacts
Real-time updates
Easy interface

REASONS TO AVOID ZOHO CRM

Personal email
Expensive to maintain
Expensive to add-on
No offline access

Try Zoho CRM

2. Hubspot CRM – Best marketing based CRM

PRICING: $45 per month

HubSpot is a web-based application that has both free and paid plans. It can upgraded to get extra features like videos, more integrations, and unlimited collaborators. It is one of best marketing based CRM.

KEY FEATURES OF HUBSPOT CRM

Easy to use interface
Multiple email addresses
Offline access
Lead conversion

REASONS TO BUY HUBSPOT CRM

Free trial
Easy to use
Unlimited collaborators
Multiple email accounts

REASONS TO AVOID HUBSPOT CRM

Limited integrations
No offline access
High cost to upgrade
No email auto-sync

Try Hubspot CRM

3. Pipedrive CRM – Best tool for lead and progress tracking

PRICING: 14-day free trial

– Free version with 2 users

– Standard is $9 per user per month, 100 users

Pipedrive CRM is a great tool to help you manage your contacts and leads and track the progress of opportunities. It’s free to try, but the paid version has more features and is more customizable.

KEY FEATURES OF PIPEDRIVE

Complete lead management
Powerful product search and advanced filtering features
In-app messaging and email integration

REASONS TO BUY PIPEDRIVE CRM

Complete lead management
In-app messaging and email integration

REASONS TO AVOID PIPEDRIVE CRM

Integration is limited to out-of-the-box
Not integrated with Google products
Not integrated with mobile devices, so your mobile users have to download a separate app

Try Pipedrive

4. Bonsai – Best Tool For Managing Clients Efficiently

PRICING: The Starter plan costs $24 monthly, but you can enjoy a discount of up to 30% by paying for the package annually.

Most Solopreneurs must manage their client list and communication with customers efficiently. This is why a Bonsai subscription will enable you to perform your business tasks better. You can keep all clients in one place by using the intuitive dashboard of this software.

The best thing is that you don’t have to worry about data loss because Bonsai has a cloud-based system. You can manage your client list by separating customers into different categories using multiple tags. It is also possible to add internal notes under specific clients.

You may also view clients by checking the active tasks list. This will allow you to focus on customers that you have yet to help.

KEY FEATURES

Tag clients to organize them based on how likely they are to return for your service
Automate leads by collecting information through Bonsai forms
Prepare custom questionnaires or use templates to understand your client’s needs
Track the progress of a project by seeing the list of achievable goals or active tasks
Talk to customers using the fast client portal system

REASONS TO BUY

It is budget-friendly
All packages allow you to test the software for seven days
The software can also be used for project management and accounting
Easy to set up
Friendly customer support system for helping you navigate Bonsai
You can set reminders for client meetings to avoid missing an appointment due to forgetfulness

REASONS TO AVOID

Onboarding experience for people with low technical experience is less intuitive

Visit Bonsai

5. Keap CRM – Best customer relationship tool

PRICING: $12 per month or $100 per year

Keap is a web-based application that is easy to use and has many features. It has both free and paid plans, and the free plan only supports one account.

KEY FEATURES OF KEAP

Easy to use interface
Unlimited collaborators
Unlimited accounts
Offline access
Multiple integrations

REASONS TO BUY KEAP

Free trial
Easy to use
Unlimited accounts
Offline access

REASONS TO AVOID KEAP

Limited integrations
No offline access

6. Nimble CRM – Best communication tool

PRICING: $19 per user per month.

Nimble is a very easy-to-use CRM designed for small businesses. It is a CRM used by small businesses and startups, so it is most suited for those looking to build a small business from the ground up, and it is used for contact management.

KEY FEATURES OF NIMBLE

Simplicity
Proximity to customers
Social sync
Focus on customers

REASONS TO BUY NIMBLE

Easy to use
GPS integration
Proximity to customers
Free trial

REASONS TO AVOID NIMBLE

Customer service
Unable to track email addresses
No mobile app
A wide array of programs

7. Salesflare CRM – Best sales process manager

PRICING: $35 per user per month. Free 30-day trial.

Salesflare is a mighty CRM that companies use to help them manage their sales process. It contains both free and paid plans and also provides various payment options.

KEY FEATURES OF SALESFLARE

Track leads
Simple and user-friendly
Seamless integration
Tracking emails

REASONS TO BUY SALESFLARE

Customer support
Free plan tryout

REASONS TO AVOID SALESFLARE

No web-based app
Expensive for small businesses

8. Highrise CRM – Best contacts and accounts managing tool

PRICING: Plans start at $9 per month

Highrise is a CRM used by small businesses to manage their contacts and accounts, especially if they are looking to build their own business from the ground up. It has both free and paid plans.

KEY FEATURES OF HIGHRISE

Clean interface
Social capabilities
Easy to use

REASONS TO BUY HIGHRISE

Free trial
Integrated with other programs
Integrated with social media
Automated reminders

REASONS TO AVOID HIGHRISE

Limited number of staff
Relatively new
No web-based app
It does not integrate with other programs

9. Apptivo CRM – Best tools for sales and marketing management

PRICING: starts at $5 per user per month; up to 50 users

Apptivo CRM is a cloud-based software that can help you manage your contacts, leads, opportunities, and sales tasks. It includes a free mobile app for Android and iPhone users.

KEY FEATURES OF APPTIVO CRM

Intuitive dashboard and analytics
Unlimited contacts and unlimited storage space
Project management tools
Lead scoring to prioritize leads
CRM workflows
Activity log

REASONS TO BUY APPTIVO CRM

Manage your contacts, leads, opportunities, and sales tasks
Free mobile app for Android and iPhone users
My Portfolio feature to build a portfolio of client examples
Mobile App Installation

REASONS TO AVOID APPTIVO CRM

Custom app development not supported
Handle email marketing yourself
Not a good fit for contractors or freelancers.
Not integrated with Google products.

10. Insightly CRM – Best tool for lead and contact tracking

PRICING:

– Free version with 5 users

– Standard is $7 per user per month; up to 100 users

Insightly CRM is an excellent tool for tracking your contacts and leads. It’s free to try, but the paid version has more features and is more customizable. It’s a fantastic tool for online sales and marketing.

KEY FEATURES OF INSIGHTLY CRM

Tracking everything on one dashboard
Integration with Google Analytics
Lead scoring based on behavior and engagement
Mobile app available for Apple and Android devices
Workflow automation
Complete lead management with custom fields

REASONS TO BUY INSIGHTLY

Complete lead management
Powerful product search
Integrated with Salesforce

REASONS TO AVOID INSIGHTLY

Smaller CRM
Not integrated with mobile devices
Back-end search can be clunky

11. Agile CRM – Best software for small businesses

PRICING: $8.99 per user per month

Agile CRM has a lot of features and is excellent for small businesses. Agile CRM is integrated with multiple software applications.

KEY FEATURES OF AGILE CRM

Integrated calendar
Helpdesk
Detailed customer database tools
Real-time analytics

REASONS TO BUY AGILE CRM

Cloud-based CRM that works on any device
In-app email and calendar integrations
Workflow automation
Integrates with other software and technology
Dedicated support
Apps for Android and IOS available

REASONS TO AVOID AGILE CRM

There are some paid options that you might want to look into.
Integration is incomplete with some of the software applications
Tracking is limited to contacts and leads.
Not integrated with mobile devices

FAQs

Why does a solopreneur need a CRM

A CRM is a customer relationship management tool that helps you:

Track your leads and sales opportunities
Work on projects more efficiently
Automate your business processes by adding workflows to different projects in your CRM
Track your customer data such as product/service usage and preferences

What should a good CRM include?

A good CRM needs to have the following features:

Complete lead management
Integrated with Google products
Mobile integration
Easy to use

What are the limitations of CRM?

While CRM is great for online sales, marketing, and customer service, some limitations exist.

1. Not integrated with mobile devices

2. Limited tracking

How can CRM improve performance?

There are many ways that CRM can improve performance. Here are just a few:

It helps track your contacts and leads.
Improves communication – You can see who in your organization has contacted a lead or contact in the past. This shows what worked, what didn’t, and what you need to replicate.
Centralizes all your data – A good CRM puts all your data in one place, where you can search and find it easily.
Increases productivity – A good CRM is easy to use to spend less time on administration and more time on marketing or sales.

Where to buy CRM for solopreneurs

You can purchase a CRM from various CRM providers. You can also buy a Salesforce or SugarCRM and then use that as your leading CRM. You can also try out one of the two options offered by Microsoft:

Outlook and Exchange Connector
Dynamics CRM Online Basic and Professional plans.

Can I get my CRM data into social media?

Yes, you can get your data on social media platforms. Twitter and Facebook have popular plugins that allow you to add CRM data just like they add other data to their platforms.