Log in Start building for free

Choosing a CRM is a critical decision for your organization

You’re already taking a major step toward success by researching your options and comparing CRM platforms side by side. The right CRM can transform how your team collaborates, how you track opportunities, and how confidently you forecast growth.

Compare the best CRMs for small and mid-sized companies

This CRM comparison guide gives you the decision-making data you need to evaluate 8 leading CRM platforms with clarity. You’ll see how each vendor performs across features, pricing, terms, ease of use, implementation, customer support, and overall fit for SMBs.

Instead of jumping between multiple vendor websites, review pages, and pricing tables, everything is brought together for you in one place. The guide includes vendor pros and cons, summaries of customer ratings from G2, TrustRadius, and Capterra, and a clear feature-by-feature comparison chart for leading platforms including Insightly CRM, Copper CRM, HubSpot, Monday.com, Nutshell, Pipedrive, Salesforce, and Zoho.

You’ll also learn which CRMs offer forever-free plans, which provide only time-limited trials, and what each approach means for your evaluation timeline and budget. Plus, you’ll see which vendors deliver full sales, service, and marketing platforms versus those that focus primarily on core CRM functionality.

What you’ll get in this CRM comparison guide

  • Side-by-side comparisons of 8 top CRM vendors
  • Clear pros and cons for each platform
  • Summaries of customer ratings from G2, TrustRadius, and Capterra
  • Breakdown of pricing, terms, and feature availability
  • Insight into which CRMs offer forever-free plans vs free trials
  • A quick reference chart for rapid executive-level comparison
  • Guidance on choosing the best CRM for small or mid-sized companies
  • AI feature comparisons across vendors, including automation and forecasting capabilities
  • Help evaluating CRM fit based on your use case, team size, and growth path


How to choose the right CRM for your small or mid-sized business

Small and mid-sized companies often have different CRM requirements than large enterprises. This guide helps you understand exactly what to look for, including:

  • Which CRMs small teams can adopt quickly
  • Which platforms scale well for mid-sized organizations
  • Which vendors offer transparent pricing vs complex add-ons
  • How each CRM handles automation, AI capabilities, and sales forecasting
  • How well each tool supports collaboration, reporting, and customer handoffs
  • Where each vendor excels and where it falls short for SMB use cases


You’ll also find a high-level quick reference chart that summarizes vendor strengths and limitations, making it easy to compare the top options at a glance.

Customer feedback in this guide

“Insightly empowers our team to easily customize fields, processes and automations on the fly. You don’t need to be a developer to do this–it just works so seamlessly. Insightly helps us deliver a bespoke experience for all of our customers.” Chris Benham Director The Village Goldsmith

“In less than a year, we’ve expanded our program from 2-3 campaigns a month to 12 unique campaigns, and we’re continuing to grow. Using advanced segmentation in Insightly has doubled our lead pipeline and deal conversion through more effective targeting.” Jordan Horn Email Campaign Marketing Manager Barrier Companies

“Adopting Insightly has helped us close deals faster because the entire team collaborates on providing mission-critical detail in the CRM. From my perspective as a sales leader, the support I get from the team to capture this information and close opportunities is absolutely critical to our success.” Ian Pund Senior Vice President, Sales Noble BioMaterials

“Our motto is this: If it’s not in the CRM, it didn’t happen. If you have an idea, explore it. Get the process on a whiteboard and work with your Insightly team to see if it’s possible. Odds are, the answer is yes.” Jennifer Nietz Vice President COACT

“We originally used Pipedrive to manage our business development initiatives, but we needed a system that could streamline the handoff from sales to customer success. Insightly allows us to convert opportunities to projects and put the project through a different pipeline, which is fabulous. I’ve never seen another system do that, and I’ve worked with several CRMs during my career.” Simon Donovan Head Of Business Development We Got POP

“Insightly is a great alternative to Salesforce. It has most of the same functionality at a fraction of the price. The interface is clean and easy to get the hang of. Insightly is definitely worth evaluating if your company is tired of paying large sums of money for Salesforce. Insightly’s integrations capabilities and reporting functionality allows my team to stay organized, up to date and informed of all sales actions.” Will C. Director of Sales Industry: Internet

“Switch now. [Insightly] beats Zoho, Salesforce and Hubspot. Absolute ease of use. Simple to add contacts and companies and integrations. We stay in touch with prospects through every stage of the pipeline.” Brian G Co-Founder, President Industry: Marketing and Advertising

Experience the Insightly platform for yourself