Guide
CRM for small business: what you need first.
A small team does not need every feature on day one. This guide lists what a small business should look for in CRM software, and what can wait.
Start here
Four things, in this order.
- A pipeline you can explain
Name your deal stages in your own words, and give each a win probability so the totals mean something.
- One place for leads
Capture leads from your website forms and review them before they become accounts and contacts.
- Quotes and invoices
Send quotes by link and invoice in the currencies you sell in, with online payment.
- A way to answer customers
Track support tickets with response targets, so nothing waits unseen.
Signs
Signs your business needs a CRM.
Enquiries arrive by email, form and phone, and nobody is sure who replied.
You cannot say what is likely to close this month without asking everyone.
The same customer lives in a spreadsheet, an inbox and someone's notes.
Quotes and invoices are made in one tool and tracked in another.
Mistakes
Common mistakes when choosing one.
The usual mistakes are buying for the company you hope to be in three years, copying every old spreadsheet column into the new system, and skipping the stage definitions. Keep the first setup small: a few stages, the fields you actually use, and one person responsible for data quality.
What can wait
Features to add later.
Start with a few rules, such as routing new leads and creating tasks.
Once you have deals flowing, deal-health scoring and a what-if forecast show where the quarter will land.
If you also run people operations, a CRM with built-in HR keeps it in one workspace.
Pricing
What a small business should pay for.
Start on a free plan and upgrade when the team needs more. Pay per user only for the people who use the CRM, and add extras such as forecasting only when you have enough deals to benefit.
Veliq CRM Starter is free. Growth and Business are priced per user per month, and Enterprise is tailored. See how pricing works.
Small business CRM
Small business questions, answered.
Who is Veliq CRM built for?
Growing companies, from a handful of people to a few hundred, that run sales, support, billing and people operations and want one workspace.
Is there a free CRM for a small team?
Starter is free, with no credit card. See the free CRM guide.
How much does a CRM for a small business cost?
It varies. Veliq CRM has a free Starter plan and per-user paid plans, confirmed in writing by the team.
How fast can a small team get started?
Your workspace is created automatically within minutes of signing up. Then name your deal stages, import a spreadsheet and invite your team.