What are the most important features of a small business CRM?

For small businesses, customers are their top priority. A small business CRM should put customers at the heart of everything you do.

Does my small business need a CRM?

As a small business, you don't have massive resources of large organizations and you also don't have their complex processes. That's why your chosen CRM should have simple automation tools that will help you speed up your processes without overcomplicating them.

Can I use a spreadsheet as a CRM for my small business?

Many small businesses start using spreadsheets as their first client database. Although this is a simple solution, you'll notice its limitations as soon as your business starts to grow. The more clients you get, the more difficult it'll be to manage them from a spreadsheet.

What is a small business CRM?

It's a simple contact management solution that helps you organize your client data and build long-term business relationships. It should be cost-efficient and as simple as using a spreadsheet (but much more enjoyable and effective). Ideally, you'll also want to use an action-focused for your small business.

The Best CRM for Small Business in 2025

What small businesses love about OnePageCRM

In their words, not ours.

Michelle O’Connor O’Connor Executive Search

To put it very simply OnePageCRM has changed my life. No need for spreadsheets and useless CRMs that simply don’t work. This approach is simple—take action! I highly recommend it.

Marty Hurwitz Owner & Founder of THE MVEye

This is about my 10th different CRM software and I love the simplicity and the fact that the rest of my team has embraced it. The support team has done a terrific job since day one answering questions, providing training and keeping on top of us as new customers.

Ciara Crossan Founder and CEO at Wedding Dates

If my team hasn’t logged in a note or a call with a client, I consider it to not have happened. That is how intrinsic and important OnePageCRM is to our business. It’s our Bible. And the best thing is – I don’t open it up with trepidation. I open it with a smile on my face.

Bruce Henry Managing Director at MOTM Events

OnePageCRM creates a sales process, and all we have to do for our success is to follow it. As soon as one action is complete, we set the next one, and it creates a seamless line of sales actions that ultimately leads to us getting paid. We expanded our business and doubled our sales to €250,000, and it would not have been possible without the help of OnePageCRM.

Connect OnePageCRM to small business apps

To help your business grow, OnePageCRM integrates with other apps.

See all integrations more

The CRM software built for growth

Sales Agents UK helps businesses find independent commission-based sales agents.

Now one of the largest platforms for sales agents in the UK, they started their small business journey with OnePageCRM and have been using it for more than 7 years.

“OnePageCRM is really flexible. You can use it if you’re a larger company, if you’re self-employed, a sole trader, or a really small company. We now have many users, but we started with just one, and OnePageCRM made it very easy to grow our business from there.”

Lars Hellestrae

Founder of Sales Agents UK

Small Business CRM FAQs

What makes OnePageCRM so simple?

Built with small businesses in mind, OnePageCRM is an ultra-simple CRM software. It has a minimal setup, zero bloat, simple pricing. It's as simple as using a spreadsheet (but much more enjoyable and effective). OnePageCRM is a fuss-free CRM system with straightforward functionality and a lightweight interface.
Is OnePageCRM cost-efficient?

Yes, OnePageCRM is one of the most affordable CRM solutions for small businesses. It doesn't only integrates with various business tools but it also offers several free add-ons built specifically for small businesses: a browser extension, a free web form builder, a sales quoting tool, and much more.
Why OnePageCRM is the best CRM software for small businesses?

OnePageCRM is much more than a CRM app. Its unique and intuitive Action Stream feature has helped thousands of small businesses around the world grow their sales and strengthen client relationships.
What are the most important features of a small business CRM?

For small businesses, customers are their top priority. A small business CRM should put customers at the heart of everything you do.

Here are top things to look out for when choosing a CRM for a small business:

— Does it allow smooth contact management? Ideally, you want a CRM system that keeps client data well organized and easily accessible.

— Does it support integrations with your favorite apps? If your business needs, say, Mailchimp or any other business app, make sure to check whether your chosen CRM has integrations with these apps.

— Does this CRM make it easy for you to stay in touch with clients? Ideally, you want your CRM to encourage you to take a proactive approach to client management. For example, OnePageCRM actively reminds users to set follow-up reminders and tasks to all contacts in the database.

— Does this CRM have simple automation tools? As a small business, you don't have the massive resources of large organizations and you also don't have their complex processes. That's why your chosen CRM should have simple automation tools that will help you speed up your processes without overcomplicating them.
Can I use a spreadsheet as a CRM for my small business?

Many small businesses start using spreadsheets as their first client database.

Although this is a simple solution, you'll notice its limitations as soon as your business starts to grow. The more clients you get, the more difficult it'll be to manage them from a spreadsheet. And if your team starts to grow, it'll become even more challenging to keep a spreadsheet tidy and well-organized without breaking anything.

A simple CRM, such as OnePageCRM, can help you organize your database in the most efficient way without big time investment from your side.

See OnePageCRM in action

Earn with OnePageCRM

Best CRM for Small Business

The CRM system that drives results

Why OnePageCRM

The best CRM for small businesses

Top features of OnePageCRM

Keep track of leads and customers

Centralize all customer data

Organize and manage emails

The best CRM for your small business team

Shared inbox

Tasks, notes and reminders

Team overview

What small businesses love about OnePageCRM

Stay within budget

Scale your small business

Mobile CRM for small business

Monitor your business growth

Connect OnePageCRM to small business apps

The CRM software built for growth

Lars Hellestrae

Key CRM features for your small business

More stories from other small businesses

How a simple CRM helps attract and retain tax clients in a small business

Why use a small business CRM instead of Trello

How to grow a successful small business agency with OnePageCRM