CRM For Small Business.
Small Business CRM software must manage interactions with current and prospective customers. Our CRM systems offer tools for sales, marketing, and customer support. As a small business, the main priority is customers. We are managing customer information about your leads and all the contacts used to be easy.
WHSuites CRM for Small Business Key Product Features
WHSuites CRM mainly helps you grow your small business. We offer a wide range of capabilities to make it easier for our clients to improve their customer experience with your brand. Our WHSuites CRM captures and segments all the contacts, also track interactions over the phone, email, or chat, schedules emails, automates your sales tasks, syncs support tickets, and offers more functionalities to step up your sales game and grow your small business to another level.
Marketing Automation
WHSuites Small business CRM allows you to create and automate email marketing campaigns, SMS marketing campaigns and Whatsapp marketing campaigns in a single dsahboard.
Monitor Leads Activites
Our small business CRM software provides options where you can monitor all the activity and status updates on individual leads by the sales team.
Sales Automation
Our CRM software for small businesses provides a sales automation feature. It allows you to automatically assign leads, follow-ups, and reminders source-wise or employee-wise.
Document Management
The document management feature of our CRM software allows you to store all the documents related to customer agreements, contracts and also organise it.
Customization Options
We have several customizing options in our small business CRM software where you can customize the CRM fields, workflows, and interface that suit your business model.
Task Management and Calendar
Task management with calendar is the unique feature that our small business CRM software provides. In this feature, one can schedule appointments, set reminders, and manage tasks for each team member and customer.
Workflow Automation
Whsuites small business CRM solutions have built-in features where you can automate the routine tasks that the team has to do regularly. This specific feature improves the consistency and efficiency of the team.
Billing & Invoice
WHSuites CRM provides the billing and invoice features where you can do invoice creation and send invoice to your clients. Also, it has payment tracking abilities which allow you to monitor payment status and due dates for your existing clients.
Manage All leads in One Place
WHSuites CRM Software for small businesses provides the integration to fetch and manage the leads from the different sources mentioned below. Also, not on these platforms it can fetch, but if any platform has API, we can integrate the things as per your requirements for leads fetching.
WHSuites Small Business CRM Workflow
Check the workflow of our CRM software specifically for MSME and small business industries.
Industries Served By WHSuites CRM Software for Small Business
Mentioned below are the list of industries that our CRM software for small business serve
- Pharma Industry
- Small eCommerce Business
- Retail & Distributors
- Finance Consultant
- Healthcare Providers
- Real Estate Brokers & Agencies
- Field Record
- Manufacturers
- Educational Institutions
- Automotive Industry
- Hospitality & Tourism
- Insurance Agents
WHSuites Dashboard Features
Here is the list of features that you can get in the dashboard of our CRM for small businesses.
User Authentication & Access Control
WHSuites CRM has an option for role-based access control user-wise for data security and privacy.
Sales Management
Manage and track sales, deals, and leads opportunities. Also, you can view the sales forecast and performance metrics of sales team.
Data Import and Export
One can easily import the data on the CRM from multiple sources and also export the data on excel sheets.
IP Whitelisting
This unique feature in the dashboard provides you the option to allow the specific IPs where you want to access the CRM to enhance the security.
User Management
One can create, modify, delete, assign or change roles
Manage Customer Data
Our Small business CRM Solution provides an option to manage the communication history, purchase history, and client profiles in a single click.
Analytics And Reports
WHSuites allows you to generate and customize the reports based on the KPI set by you related to the department and team wise.
Training & Support
Training and support will be provided for the team so that you can have ideas of all the features of our CRM software for small business.
An Experience Love to Talk About
Our Testimonial’s
Frequently Asked Questions on CRM For Small Business
Explore the questions and answers provided by experts on our Small Business CRM software.
Well, it totally depends on the users and the data. All other CRMs will cost on the basis of users. So you can choose as per the users and data you have
Our CRM has around 50 to 60 features related to lead management, customer retention, improving customer service, data centralization, sales growth, campaign management, team management, task management, and customer acquisition.
Yes, you can integrate several marketing platforms related to WhatsApp marketing, SMS marketing, Email marketing, etc in WHSuites.
Yes, but it depends on the plan. You need to contact support if any help is needed. The data on the software is 100% secure and encrypted.
Absolutely, you can access the CRM on desktop, mobile, and tablet on the web version. But soon we are launching the mobile app as well for more easiness.
We have several plans that our software has a limit range from 1 to 50 users. But we also have a custom package that will be used for the team with more than 100 users.
Yes, you can get a free demo of the tool and based on it you can choose any package that you want for your business automation.
CRM adoption is widespread and growing. Small businesses are adopting CRM at a fast rate. Major reasons for increasing demand are strong ROI and sales effectiveness gains. Those who have not yet adopted CRM can check out the market growth insights that are provided as follows
- According to Salesso.com, the CRM market is projected to grow to approximately $98 billion – $112 billion by 2025, showing very high demand globally.
- Moreover, reports from Business Research Insights suggest that the small business CRM market alone was valued at around USD 10.85 billion in 2025 and is expected to grow to USD 25.5 billion by 2035 at a CAGR of 8.5%.
- Freshworks states that around 71% of small businesses now use a CRM system. Also, businesses using CRM are 86% more likely to exceed sales goals than non-users.
You might be thinking: Is CRM really necessary for a small business? The answer is a yes, and here’s why:
Centralized Customer Data
When your customer information is present on different spreadsheets, email threads, and other communication apps, it’s easy to lose track of opportunities. A CRM helps to arrange and manage all your contacts, conversations, and history into a single dashboard, so you have an idea of where your lead stands.
Better Lead Management
Every lead generated is a potential sale. WHSuites CRM gathers leads from different sources, such as:
- Website Forms
- Social Media
- Third-party platforms
- APIs.
It brings all the leads into one place for easy follow-up.
Automate Repetitive Tasks
From managing follow-ups to handling tasks, most sales and support activities can be automated. This implies that there are fewer manual mistakes, and attention is paid to closing deals.
Improved Customer Experience
Customers who are happy with our services become repetitive buyers and advocates. With the help of CRM, your every conversation feels personalized as you can always relate to past interactions, preferences, and purchase history.
Data‑Driven Decisions
With the help of CRM’s built-in reporting and analytics, you can understand customer behavior properly, along with sales cycle and team performance. Thus, you will be able to make smarter decisions.
Designed for small businesses, WHSuites CRM is specifically effective for industries that depend on frequent customer interactions and lead follow-ups:
- Retail & Distribution
- eCommerce Businesses
- Finance Consultants
- Healthcare Providers
- Real Estate Agents
- Automotive Businesses
- Hospitality & Tourism
- Educational Institutions
- Insurance Agents
- Manufacturers & Field Sales Teams
No matter what industry you are in, if growth, productivity, and customer satisfaction matter to you, our CRM is designed to help you.
A CRM is absolutely worth it for a small business, specifically when you want to grow without letting go of your customers and sales. There used to be a time when spreadsheets and manual tracking would do the work satisfactorily. But now they have become inefficient as you expand your customer base.
With the help of a CRM, small businesses manage all customer information in one place that includes contacts, emails, deals, and follow-ups. This makes sure that you do not miss out on any leads and every customer interaction is monitored, leading to better relationships and higher conversion rates. Your team stops relying on memory or scattered notes and knows when to take the best action.
From a financial point of view, CRM software delivers a strong and higher ROI. WHSuites CRM tool is cost-effective and budget-friendly, offering plans that help to scale your business growth. Automation features include follow-up reminders, email monitoring, and managing sales pipeline to save time, thus allowing teams to prioritize selling and serving customers.
In short, if your business depends on customer relationships, repetitive sales, or lead follow-ups, investing in a CRM is not just worth it but a competitive advantage.
