Best small business CRM software for workflow management

Monday.com could be the right CRM software for you if your focus is on workflow organization and management. 

Why we like it: I've used Monday previously as a contractor and found it's very easy to learn and useful for daily task organization. The platform uses "boards" to manage tasks and assignments, making tracking of employee activities easy. 

I like this option because small businesses can start with workflows and then adopt the full CRM if they choose. They can expand board usage and dive into sales and lead generation, customer onboarding, marketing activities, outreach programs, and sales forecasting. 

You can also purchase AI "credits" that let you assign AI to complete tasks for you, including assigning employee projects, analyzing risks, creating summaries, and performing data capture.

Who it's for: Individuals who want a free, limited option for workflow management, or emerging businesses that want a starter ...