- Zoho CRM alternatives side by side
- Zoho CRM replacements: ten customer database options
- Picking CRM software for a growing small business
- Asking the right things before moving off Zoho CRM
- Matching a CRM to your sales style
- Moving your CRM data without losing the trail
- Looking after customer data in a CRM
- Common CRM slip-ups
- The appeal of a lighter CRM
- Last checks on your CRM shortlist
- Frequently asked questions
A good small business CRM depends on how you sell: solo or in a team, inbox-based or pipeline-led, light set-up or deep customisation. Check contact entry, the pipeline view, email sync and what you can try for free. This page lists ten options in no particular order, then covers how to choose and what to check first.
Zoho CRM is a customer relationship tool that helps businesses keep track of contacts, deals, emails and follow-ups. Many small firms use it happily. Others find it has more settings than they want, prefer something that lives inside their inbox, need a simpler layout, or would like to compare a few options before they decide.
Here are ten Zoho CRM alternatives in no particular order, sorted alphabetically. A couple are household names and most are smaller, more focused tools. I've taken every description from each tool's own website and directory listings, so check the current details on each site before you sign up. If you're not sure you need one yet, my piece on how to decide if a CRM tool is right for your small business is a sensible first read.
Zoho CRM alternatives side by side
In the free plan column, Yes means the tool's own site lists a plan or open-source download you can keep using without a time limit, though limits usually apply. Trial only means a free trial and no ongoing free plan. Details change, so check before you start.
| Tool | Type | Good for | Free plan |
|---|---|---|---|
| Attio | Flexible CRM | A customisable CRM for modern teams | Yes |
| Capsule | Small business CRM | Contacts, pipelines and tasks in a tidy tool | Yes |
| Copper | Google Workspace CRM | A CRM that lives inside Gmail and Calendar | Trial only |
| folk | Relationship CRM | Prospecting, outreach and pipeline together | Trial only |
| HubSpot | All-round CRM | A well-known CRM with a free tier | Yes |
| Less Annoying CRM | Simple CRM | Easy contact and follow-up tracking | Trial only |
| Nutshell | Sales team CRM | Sales, marketing and engagement in one tool | Trial only |
| Pipedrive | Pipeline CRM | A visual sales pipeline for deals | Trial only |
| Salesflare | Automatic CRM | Contact details logged from your inbox | Trial only |
| SuiteCRM | Open-source CRM | Self-hosted CRM you can adapt | Yes |
Zoho CRM replacements: ten customer database options
Attio
Best for: Small teams who want to shape their own data and views, with a free plan for a few seats to start.
Capsule
Best for: Small businesses who want contacts, a sales pipeline and tasks in a tidy tool, starting on a free plan.
Copper
Best for: Teams who work in Gmail and Google Workspace all day and want the CRM to sit alongside it, with a free trial.
folk
Best for: Founders and small sales teams who want a light CRM for outreach and relationships, with a two-week free trial.
HubSpot
Best for: Businesses who want a widely used CRM with sales, marketing and service tools around it, starting on a free tier.
Less Annoying CRM
Best for: Very small businesses who want a simple, easy-to-learn CRM and a month to try it.
Nutshell
Best for: Growing sales teams who want sales and marketing tools together, with a free trial.
Pipedrive
Best for: Sellers who think in deals and stages and want a visual pipeline, with a free trial to begin.
Salesflare
Best for: Busy sellers who dislike data entry and want meetings, calls and contacts gathered from their inbox.
SuiteCRM
Best for: Technical teams who want an open-source CRM they can host and adapt, or a hosted version with a free trial.
Picking CRM software for a growing small business
Most CRMs store contacts and track deals. What differs is how much work it takes to keep the information up to date, because a CRM nobody updates is worse than a spreadsheet.
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- Ease of entry. Can you add a contact or log a call in a few seconds, or does every record need a form?
- Pipeline view. Look for stages you can rename and drag deals across, so it matches how you sell.
- Email and calendar. Syncing with your inbox saves a lot of copying and pasting.
- Automation. Reminders and follow-up tasks keep deals moving when you're busy.
- Customisation. Check you can add the fields you need without hiring a developer.
- Reports. You should be able to see deals by stage and by owner without building a spreadsheet.
Asking the right things before moving off Zoho CRM
- Can I export my contacts, deals and notes from my current tool in a format the new one accepts?
- Will my custom fields and tags come across?
- What does the free plan or trial include, and which features does it hold back?
- Does it connect to my email, calendar, forms and accounting tools?
- Who can see which records, and can I set permissions?
- What happens to my data if I cancel?
Matching a CRM to your sales style
- Solo owners and freelancers usually want something simple, quick and low on set-up.
- Teams who live in their inbox often prefer a CRM that sits alongside email.
- Sales-led firms tend to need a clear deal pipeline, reminders and reports.
- Growing businesses may want marketing and service tools around the CRM.
- Technical teams sometimes choose open-source software they can adapt.
A CRM is only as useful as the sales process behind it, so it's worth reading about why a clear sales pipeline matters before you set stages up.
Moving your CRM data without losing the trail
- Clean your contact list first. Merge duplicates and delete anything you don't need.
- Export everything from the old tool before you cancel it, including notes and files.
- Import a small batch first and check that fields land where you expect.
- Keep the old tool read-only for a few weeks.
- Agree who updates what, so records don't go stale.
Looking after customer data in a CRM
A CRM holds personal data, so data protection rules apply, such as UK GDPR and PECR in the UK and CAN-SPAM in the US if you send marketing email. Only keep what you need, record where contacts came from, and make it easy for people to opt out. This isn't legal advice, so check the rules for your own situation.
Common CRM slip-ups
- Buying a tool with dozens of features before you've written down your sales stages.
- Letting each person record things differently.
- Importing a messy list and hoping to tidy it later.
- Never reviewing stalled deals, so the pipeline becomes a graveyard.
- Forgetting that bigger isn't always better. My roundup of easier CRMs to compare looks at lighter options.
The appeal of a lighter CRM
Smaller tools are often quicker to learn, and they're usually quick to ship new features. Some are built for one kind of user, such as people who work from their inbox.
Before you rely on one, check that it's still being updated, read the help pages and try it with a real batch of contacts. Make sure you can export your data if you ever leave.
Do you make a CRM or customer relationship tool? Tool makers can ask to be considered for a featured place on this list.
Last checks on your CRM shortlist
Pick two tools that suit how you sell. Import a small set of real contacts into each and add a few live deals. Compare how quickly you can find a contact, log a call and see what needs following up. Keep whichever you'll keep updating.
Frequently asked questions
What does small business CRM software do?
It stores contact details and conversations, tracks deals through stages, reminds you to follow up and shows you what's in your sales pipeline.
Why look for an alternative to Zoho CRM?
People usually want a simpler layout, email-based working, different automation or a different free option. Decide which of those matters most to you first.
Do I need a CRM or is a spreadsheet enough?
A spreadsheet can work for a handful of contacts. A CRM starts to help once you have many conversations, several people, or follow-ups you keep forgetting.
Is open-source CRM software a good idea?
It can suit teams who want control over their data and settings. You'll usually need someone comfortable with hosting and updates, or a hosted version from the maker.
Is it safe to store customer data in a CRM?
It can be, if you keep only what you need, limit who can see it and follow the data protection rules where you trade. This isn't legal advice.
How long does it take to move to a new CRM?
A small contact list can move in an afternoon. Allow longer for custom fields, automations and getting the team used to it.


