3 Social CRM Tools for Small Businesses

Customers today frequently use social media to comment on product-related questions, like personal experiences using products, and share with friends and followers their intent to purchase a product. Traditional CRMs used by businesses are sales driven and lack the ability to incorporate the social interactions and data of your customers. This is where social CRM tools enter the picture. Social CRM tools allow businesses to connect with their customers thru social media channels and much more.

Nimble, Insightly, and GreenRope are 3 social CRM tools that I recommend and are ideal for small businesses. Let’s take a look at what each social CRM has to offer.


Nimble works for your small business by providing a single view of the past, present, and future of all of your contacts. Nimble features include:

  • Tracking the history you and your contacts share on multiple channels.
  • Message sending thru Nimble or not. Use Outlook, Gmail, or Hootsuite widgets to mobilize your workflow.
  • Stay in touch reminders  and ranking with a star system based on importance.
  • Analyzed shared interests to inform you why a contact is relevant to you.
  • Categorized or segmented groups with saved searches and tags.
  • Filters and segments by recently contacted or last contacted from the sidebar.
  • Monitoring for your contact’s entire social stream.
  • Information about the connections you share in common with each contact.
  • and so much more…

The business plan is $15 a month per user. And, of course, there is a FREE 14-day trial to determine if this social CRM is an ideal fit for your business. For more information, please click here.


With Insightly, you can unleash your inner hero. Insightly offers:

  • Powerful CRM to help manage your leads, contacts, partners, vendors, and suppliers.
  • Integrated project management with an overview screen where you can see the recent activity of any project.
  • Social CRM that lets you explore your contact’s public profile information thru any social channel where the contact has participated.
  • Sales reports and opportunities with dashboards, tasks, and milestones.
  • Mobile apps that allow you travel with whatever device you have.
  • and so much more…

Insightly also integrates with popular applications such as:

  • Google Apps & Gmail
  • Google Drive

The plans available includes a FREE plan for 2 users with basic features. There are robust plans priced from $12 to $99 a month per user. For more information, please click here.


GreenRope lets you take command of your business by offering all the turbocharged tools you need in one place. GreenRope offers:

  • Complete CRM to help you keep track of each interaction you have with your contacts
  • Marketing automation that allows you to set up processes.
  • Social media marketing tools so you can broadcast email campaigns to all of your social network sites
  • Video tracking that allows you to see who is watching your videos and when.
  • and so much more…

GreenRope also integrates with:

  • SalesForce
  • WordPress
  • Outlook
  • GoToMeeting
  • QuickBooks
  • Live Chat
  • Magento
  • Gmail

The affordable plans available include unlimited users and emails. And, of course, there is a FREE trial to determine if this social CRM is an ideal fit for your business. The fees range from $149 to $499 a month and are based on the number of contacts that you have. For more information, please click here.

Do you have a social CRM tool to recommend? I’m listening…