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I am after an easy to use CRM system to manage training records of our course participants. Is there anything already established that we can buy off the shelf for a small company

asked by Nikki L.  –  June 13, 2013

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2 Answers


Hi Nikki,

Some of the best easy-to-use CRM options for small businesses are actually available in SaaS solutions (meaning the system is hosted and maintained on a remote server that you access through the web). Infusionsoft is one such example of this – it’s an all-in-one marketing and sales platform that organizes your customers and orders into meaningful lists and helps automate your client interactions. A cheaper CRM solution is TrackerRMS, which lets you manage cases and projects (among other features) for $30/month. Workbooks CRM is another good option, and if you want to test out a system before switching to it, it’s perfect for that because the company offers a free 30-day trial.

If you would prefer an on-premise software (one where you host the system on your own server), ClaritySoft and ADAPT both offer on-site CRM models. You can also check out our list of the Top 10 Small Business CRM Software Vendors for a more detailed overview of your options.

answered by Kristin Crosier  –  June 14, 2013

Nikki, a good example is BPMonline CRM with new engaging interface. The system is powerful, easy to use and customize. It will support the growth of your company as it is scalable and fits the needs of the companies from small to enterprise.

A professional business process management engine included to BPMonline CRM suite make the solution stand out from the rest of CRM applications.

Besides, the solution is quite inexpensive – just $35 / month / seat.

Lean more about BPMonline CRM new interface:
Test-drive it at

P.S.: Also here is the list of TOP 15 CRMs for SMB:
Hope that helps!

answered by Olga Noha  –  June 21, 2013

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