Ease of use
A clean interface and mobile app your team will open every day.
How to choose the right CRM for a small UK business, and what to look for before you buy.
The best CRM for a small business is the one your team will use and that can grow with you. A tool that suits a five-person sales team may struggle once you add customer service, marketing or several locations.
Rather than ranking products, this guide sets out what to compare so you can judge any CRM against your own needs.
The factors that matter most for small businesses.
A clean interface and mobile app your team will open every day.
Works with your email, calendar, accounting and website forms.
Adds service, marketing and automation without changing systems.
Per-user licences plus set-up, training and support.
Clear data location, consent tracking and permissions.
Help from people who understand UK businesses.
Most trials drop you into a generic demo company that looks nothing like the way you actually work. Ours doesn't. We configure your free trial around your business and the use case you care about, so you and your team can test real scenarios with data and processes you recognise.
It starts with a short questionnaire about your industry, your current systems and what you want to prove out. Once that's back with us, your tailored trial can usually be made available within a few working days. Prefer a guided walkthrough first? A standard demo is still on the table - just tell us which you'd like.
Complete a short questionnaire covering your industry, processes and the things you most want to test.
We set up a Business Central environment around your use case, so you're not clicking through a generic demo company.
Your tailored trial is typically ready within a few working days of the questionnaire coming back to us.
Tell us about your team and how you sell, and we'll help you work out which CRM fits.
Costs vary from free starter plans to around £50 to £100 per user per month for more complete systems, plus any set-up and training.
Once customer details live across inboxes and spreadsheets, a CRM saves time, stops leads being missed and gives you a clear view of your pipeline.
Yes, particularly for businesses already using Microsoft 365 that expect to grow into service or marketing features.
Ask about total cost, integrations, data migration, training, support and how easily you can add users or features later.