Best Value CRM For Small Businesses to Build Strong Customer Relationships

Use an all-in-one tool CRM with social selling & sales prospecting features

Introducing Upsurge CRM for Small Businesses

Upsurge CRM can be a valuable tool for small businesses to manage their operations, customer interactions, and growth efforts. Here’s how you can tailor Upsurge CRM for the needs of a small business:

Contact Management

Utilize Upsurge CRM to manage customer and client contacts, keeping track of their details, preferences, and communication history.

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Lead Generation and Management

Store and track leads in Upsurge CRM, ensuring that potential customers are nurtured and converted into clients.

Communication History

Log interactions, calls, emails, and meetings with customers and leads in Upsurge CRM for a comprehensive history.

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Task and Reminder Management

Set reminders for follow-up actions, appointments, and important tasks related to clients and customers.

Pipeline Tracking

Organize your sales pipeline in Upsurge CRM to visualize and manage leads and deals at different stages.

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Document Storage

Store important documents, contracts, proposals, and agreements securely within Upsurge CRM.

Billing and Invoicing

Keep track of invoices, payment statuses, and financial transactions within Upsurge CRM.

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Analytics and Reporting

Utilize Upsurge CRM’s reporting features to gain insights into sales performance, customer trends, and business growth.

Customer Support

Use Upsurge CRM to manage customer inquiries, support tickets, and service requests.

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A screen shot of a project approval workflow.

Project Tracking

If your small business involves projects, use Upsurge CRM to manage project details, tasks, timelines, and resources.

Online Collaboration

Collaborate with team members within Upsurge CRM to streamline communication and project management.

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Networking and Referrals

Maintain relationships with existing clients and customers in Upsurge CRM, encouraging referrals and repeat business.


Segment your contacts and clients in Upsurge CRM based on different criteria for personalized communication and marketing.

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Remember, Upsurge CRM’s customization options allow you to adapt it to your small business needs. While it might not be specifically designed for small businesses, its features can be tailored to support various aspects of your business operations and growth.

For the most current information on features or capabilities that can specifically support small businesses, I recommend visiting the official Upsurge CRM website or contacting their support for accurate and up-to-date details.

Social Selling CRM For B2B Companies​

You can customize it to whatever you do and however many businesses you have. Sign up for a free trial with Upsurge CRM.

Trusted by 100+ enterprises to run their entire CRM for small business

Mark Johnson Small Business Owner

UpsurgeCRM has been a game-changer for my small business. It's affordable, easy to use, and offers all the essential features to manage customers and grow my business.

Lisa Parker Entrepreneur

Managing a small business can be overwhelming, but UpsurgeCRM simplifies it. It helps me organize customer data, streamline communication, and make data-driven decisions.

Ready to try Upsurge CRM for Small Business?

Sign up for a free trial with Upsurge CRM.