{"id":123008,"date":"2025-09-09T15:07:04","date_gmt":"2025-09-09T22:07:04","guid":{"rendered":"https:\/\/www.act.com\/blog\/crm-myths-busted-why-small-businesses-gain-big-benefits-too\/"},"modified":"2026-06-22T07:21:22","modified_gmt":"2026-06-22T14:21:22","slug":"crm-myths-busted-why-small-businesses-gain-big-benefits-too","status":"publish","type":"post","link":"https:\/\/www.act.com\/en-gb\/blog\/crm-myths-busted-why-small-businesses-gain-big-benefits-too\/","title":{"rendered":"CRM Myths Busted: Why Small Businesses Gain Big Benefits Too"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-122972 size-full\" src=\"https:\/\/www.act.com\/wp-content\/uploads\/2025\/09\/1756167000-CRM-Small-Business_Blog-Featured-Image.png\" alt=\"illustration of person reviewing a crm checklist to see how it helps small businesses\" width=\"640\" height=\"425\" srcset=\"https:\/\/www.act.com\/wp-content\/uploads\/2025\/09\/1756167000-CRM-Small-Business_Blog-Featured-Image.png 640w, https:\/\/www.act.com\/wp-content\/uploads\/2025\/09\/1756167000-CRM-Small-Business_Blog-Featured-Image-300x199.png 300w, https:\/\/www.act.com\/wp-content\/uploads\/2025\/09\/1756167000-CRM-Small-Business_Blog-Featured-Image-413x274.png 413w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">\u201cWe\u2019re just a <\/span><span style=\"font-weight: 400;\">small business<\/span><span style=\"font-weight: 400;\"> with a tiny customer base, why should we pay for a <\/span><a href=\"https:\/\/www.act.com\/en-gb\/what-is-crm\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">customer relationship management<\/span><span style=\"font-weight: 400;\"> (<\/span><span style=\"font-weight: 400;\">CRM)<\/span><\/a><span style=\"font-weight: 400;\"> system<\/span><span style=\"font-weight: 400;\"> when spreadsheets do the job just right? CRMs are just for enterprises.\u201d<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It\u2019s easy to get stuck with this <\/span><span style=\"font-weight: 400;\">misconception<\/span><span style=\"font-weight: 400;\">. As a <\/span><span style=\"font-weight: 400;\">small business<\/span><span style=\"font-weight: 400;\">, investing in software solutions often gets neglected, considering their cost and necessity.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Sure, certain solutions are meant for <\/span><span style=\"font-weight: 400;\">large enterprises<\/span><span style=\"font-weight: 400;\">. But that\u2019s not true for CRMs. Your <\/span><span style=\"font-weight: 400;\">small business needs<\/span><span style=\"font-weight: 400;\"> one just as much as a large multinational corporation does. Let&#8217;s debunk these <\/span><span style=\"font-weight: 400;\">common myths<\/span><span style=\"font-weight: 400;\"> to understand how <\/span><span style=\"font-weight: 400;\">CRM platforms<\/span><span style=\"font-weight: 400;\"> add value to <\/span><span style=\"font-weight: 400;\">businesses of all sizes<\/span><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Myth #1: \u201cWe\u2019re too small to need a CRM\u201d<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Is that really the case? Not at all. <\/span><a href=\"https:\/\/www.salesforce.com\/content\/dam\/web\/en_ie\/www\/documents\/resource-center\/smb-trends-report-6th-edition_Salesforce.pdf\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Fifty-one percent of SMBs<\/span><\/a><span style=\"font-weight: 400;\"> are already <\/span><a href=\"https:\/\/www.act.com\/en-gb\/blog\/how-small-businesses-are-using-crms-today-to-win-more-customers\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">using CRMs<\/span><\/a><span style=\"font-weight: 400;\"> to drive their operations.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">And why is that?\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Well, some major benefits of a <\/span><span style=\"font-weight: 400;\">CRM software<\/span><span style=\"font-weight: 400;\"> solution are that it centralises and <\/span><span style=\"font-weight: 400;\">streamlines<\/span><span style=\"font-weight: 400;\"> all your <\/span><span style=\"font-weight: 400;\">customer data<\/span><span style=\"font-weight: 400;\"> and <\/span><span style=\"font-weight: 400;\">business processes<\/span><span style=\"font-weight: 400;\">. This is especially helpful for a small team that\u2019s stretched to the limits with work.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With a CRM, you can track each conversation, reach out to leads at the right time, and build solid relationships with customers. Having access to updated data allows you to better personalise your conversations and minimise <\/span><span style=\"font-weight: 400;\">time-consuming<\/span><span style=\"font-weight: 400;\"> tasks of searching and preparing for key insights when engaging with your customers and prospects.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Myth #2: \u201cCRMs are too expensive\u201d<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">As a <\/span><span style=\"font-weight: 400;\">small business owner<\/span><span style=\"font-weight: 400;\">, you know how judicious you have to be with your capital, and investing in a CRM might seem like a huge expense. However, several CRMs come with an affordable <\/span><span style=\"font-weight: 400;\">price<\/span><span style=\"font-weight: 400;\"> tag and are tailor-made for SMBs.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Others offer tiered <\/span><span style=\"font-weight: 400;\">pricing<\/span><span style=\"font-weight: 400;\"> models or freemium options so you can scale as your business grows. Act! CRM\u2019s <\/span><span style=\"font-weight: 400;\">pricing<\/span><span style=\"font-weight: 400;\">, for example, starts at just $30\/user\/month.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But most importantly, CRMs drive greater ROI for your <\/span><span style=\"font-weight: 400;\">small business<\/span><span style=\"font-weight: 400;\"> by improving efficiency and increasing <\/span><span style=\"font-weight: 400;\">customer retention<\/span><span style=\"font-weight: 400;\">. Charter Capital, a classic CRM success story, is still getting <\/span><a href=\"https:\/\/www.act.com\/uploads\/docs\/en-gb\/us-act-testimonial-charter-capital_en.pdf?sfvrsn=f9c7cd28_2\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">75 percent of its previous sales volume<\/span><\/a><span style=\"font-weight: 400;\"> with a team that\u2019s one-fifth its previous size.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-122993\" src=\"https:\/\/www.act.com\/wp-content\/uploads\/2025\/09\/callout-51-percent-of-smbs-use-a-crm.png\" alt=\"a callout that says, 51% of SMBs are already using a CRM&quot;\" width=\"1024\" height=\"256\" srcset=\"https:\/\/www.act.com\/wp-content\/uploads\/2025\/09\/callout-51-percent-of-smbs-use-a-crm.png 1024w, https:\/\/www.act.com\/wp-content\/uploads\/2025\/09\/callout-51-percent-of-smbs-use-a-crm-300x75.png 300w, https:\/\/www.act.com\/wp-content\/uploads\/2025\/09\/callout-51-percent-of-smbs-use-a-crm-768x192.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h2><span style=\"font-weight: 400;\">Myth #3: \u201cIt\u2019s too complicated to set up\u201d<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Adopting any new software solution can be challenging. It comes with a learning curve and should also align with your existing IT infrastructure.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Fortunately, many <\/span><span style=\"font-weight: 400;\">modern CRMs<\/span><span style=\"font-weight: 400;\"> come with near plug-and-play <\/span><span style=\"font-weight: 400;\">functionality<\/span><span style=\"font-weight: 400;\">. They are <\/span><span style=\"font-weight: 400;\">user-friendly<\/span><span style=\"font-weight: 400;\">, <\/span><span style=\"font-weight: 400;\">cloud-based<\/span><span style=\"font-weight: 400;\"> and built for non-technical users. All you\u2019d need for <\/span><span style=\"font-weight: 400;\">CRM implementation<\/span><span style=\"font-weight: 400;\"> is a laptop or smartphone with internet.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In addition, these solutions offer smooth <\/span><span style=\"font-weight: 400;\">onboarding<\/span><span style=\"font-weight: 400;\"> experiences with guided tours and templates to help users get started. A CRM like Act! even provides a dedicated <\/span><span style=\"font-weight: 400;\">onboarding<\/span><span style=\"font-weight: 400;\"> specialist to make the learning curve smoother.\u00a0<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Myth #4: \u201cIt\u2019s just a sales tool\u201d<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Sales teams<\/span><span style=\"font-weight: 400;\"> might <\/span><span style=\"font-weight: 400;\">use CRMs<\/span><span style=\"font-weight: 400;\"> regularly for maintaining customer communications. However, the scope of <\/span><span style=\"font-weight: 400;\">CRM solutions<\/span><span style=\"font-weight: 400;\"> goes beyond that.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It serves as a single source of truth for multiple departments, including marketing and <\/span><span style=\"font-weight: 400;\">customer support<\/span><span style=\"font-weight: 400;\"> teams. All teams will have access to customer and communication data, enabling them to work in a more unified manner.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A CRM also gives you full visibility into the customer lifecycle. It enables you to improve your interactions, personalise <\/span><span style=\"font-weight: 400;\">customer experiences<\/span><span style=\"font-weight: 400;\">, and elevate customer relationships.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In addition, with a solution like Act!, you also get <\/span><span style=\"font-weight: 400;\">marketing automation<\/span><span style=\"font-weight: 400;\"> features like email <\/span><span style=\"font-weight: 400;\">marketing campaigns<\/span><span style=\"font-weight: 400;\">, an AI writing assistant, and automated lead scoring.\u00a0<\/span><\/p>\n<p><a href=\"https:\/\/www.act.com\/en-gb\/guides\/best-crm-software\/\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-122986 size-full\" src=\"https:\/\/www.act.com\/wp-content\/uploads\/2025\/09\/What-is-a-CRM-Database-Callout-1.png\" alt=\"a callout to download how to select a CRM guide\" width=\"1024\" height=\"256\" srcset=\"https:\/\/www.act.com\/wp-content\/uploads\/2025\/09\/What-is-a-CRM-Database-Callout-1.png 1024w, https:\/\/www.act.com\/wp-content\/uploads\/2025\/09\/What-is-a-CRM-Database-Callout-1-300x75.png 300w, https:\/\/www.act.com\/wp-content\/uploads\/2025\/09\/What-is-a-CRM-Database-Callout-1-768x192.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/p>\n<h2><span style=\"font-weight: 400;\">Myth #5: \u201cSpreadsheets work just fine\u201d<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Several <\/span><a href=\"https:\/\/www.act.com\/en-gb\/blog\/crm-vs-spreadsheets-whats-the-right-choice-for-your-business\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">SMBs use spreadsheets<\/span><\/a><span style=\"font-weight: 400;\"> to maintain <\/span><span style=\"font-weight: 400;\">customer information<\/span><span style=\"font-weight: 400;\">. Sure, they\u2019re easy to use and effective as well.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But do they require more work? Yes.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Are they scalable? No.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">And do you get advanced analytics? No.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Spreadsheets require manual updates, aren&#8217;t accessible everywhere, and lack <\/span><span style=\"font-weight: 400;\">automation<\/span><span style=\"font-weight: 400;\"> features.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">On the contrary, <\/span><span style=\"font-weight: 400;\">cloud-based<\/span><span style=\"font-weight: 400;\"> CRMs are accessible on the go, even on smartphones. Additionally, all your interactions across multiple channels can be tracked on CRMs, giving you a holistic view of the entire customer account history. You also get advanced features like <\/span><span style=\"font-weight: 400;\">marketing automation<\/span><span style=\"font-weight: 400;\"> and integrations with other tools in your tech stack, helping you <\/span><span style=\"font-weight: 400;\">automate<\/span> <span style=\"font-weight: 400;\">workflows<\/span><span style=\"font-weight: 400;\"> like data collection.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Lastly, as your business grows, spreadsheets become unsustainable. You need a more structured way of managing <\/span><span style=\"font-weight: 400;\">customer data<\/span><span style=\"font-weight: 400;\">, and CRMs help you achieve exactly that.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Case in point \u2014 Act! CRM helped consultant <\/span><a href=\"https:\/\/www.act.com\/en-gb\/customer-successes\/jeryll-adler\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Jeryll Adler<\/span><\/a><span style=\"font-weight: 400;\"> improve her contact management and build genuine customer relationships.\u00a0<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">What small businesses actually gain from a CRM<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Each department of a <\/span><span style=\"font-weight: 400;\">small business<\/span><span style=\"font-weight: 400;\"> has something to <\/span><a href=\"https:\/\/www.act.com\/en-gb\/blog\/why-you-need-a-crm\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">gain from the adoption of CRMs<\/span><\/a><span style=\"font-weight: 400;\">. Here are some of the most critical advantages that can give your business an edge.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Customer data<\/span><span style=\"font-weight: 400;\"> is more structured and organised.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Automated data collection and updates save time.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Customer communication is smoother, timelier, and more personalised.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Tiered <\/span><span style=\"font-weight: 400;\">pricing<\/span><span style=\"font-weight: 400;\"> and features help you scale as your business grows.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Integrations help with easy data sharing between multiple tools.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Reporting and analytics help you see what\u2019s working or not.\u00a0<\/span><\/li>\n<\/ul>\n<h2><span style=\"font-weight: 400;\">What to look for in a small business CRM<\/span><\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-122979\" src=\"https:\/\/www.act.com\/wp-content\/uploads\/2025\/09\/1756167006-CRM-Small-Business_Infographic.png\" alt=\"an infographic of things to look for when selecting a small business CRM\" width=\"640\" height=\"385\" srcset=\"https:\/\/www.act.com\/wp-content\/uploads\/2025\/09\/1756167006-CRM-Small-Business_Infographic.png 1200w, https:\/\/www.act.com\/wp-content\/uploads\/2025\/09\/1756167006-CRM-Small-Business_Infographic-300x181.png 300w, https:\/\/www.act.com\/wp-content\/uploads\/2025\/09\/1756167006-CRM-Small-Business_Infographic-1024x616.png 1024w, https:\/\/www.act.com\/wp-content\/uploads\/2025\/09\/1756167006-CRM-Small-Business_Infographic-768x462.png 768w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">There are several considerations you should make when looking for a <\/span><span style=\"font-weight: 400;\">small business<\/span><span style=\"font-weight: 400;\"> CRM. Here are some key ones that can help you make the right choice:\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Check its ease of use. Look for customer reviews on platforms like G2 and TrustPilot. If possible, opt for a free trial to get hands-on experience with the solution.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The CRM should integrate with most, if not all, tools in your tech stack. Also, check if it offers integrations with other prominent platforms.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Consider the CRM\u2019s <\/span><span style=\"font-weight: 400;\">pricing<\/span><span style=\"font-weight: 400;\"> plans and see if they can support your business growth as you scale.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Look for features like <\/span><span style=\"font-weight: 400;\">marketing automation<\/span><span style=\"font-weight: 400;\">, landing page creation, smartphone <\/span><span style=\"font-weight: 400;\">apps<\/span><span style=\"font-weight: 400;\">, and <\/span><span style=\"font-weight: 400;\">real-time<\/span><span style=\"font-weight: 400;\"> reporting.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Check for customisation options and any industry-specific features the CRM has to offer. Also, see if the CRM is custom-built for SMBs.\u00a0<\/span><\/li>\n<\/ul>\n<h2><span style=\"font-weight: 400;\">Get a CRM for your small business<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">It\u2019s important to challenge the notion that CRMs are only meant for enterprises. They\u2019re equally necessary for <\/span><span style=\"font-weight: 400;\">small businesses<\/span><span style=\"font-weight: 400;\"> and pave the way toward business growth.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With centralised <\/span><span style=\"font-weight: 400;\">customer information<\/span><span style=\"font-weight: 400;\">, all teams will remain aligned \u2014 and be more productive thanks to <\/span><span style=\"font-weight: 400;\">automation<\/span><span style=\"font-weight: 400;\">. Even as a solopreneur, you\u2019ll have more time for tasks that have a greater business impact.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With Act!, you get much more than a CRM. It serves as a complete relationship solution. From <\/span><span style=\"font-weight: 400;\">marketing automation<\/span><span style=\"font-weight: 400;\"> features to lead gen forms and sales pipeline management, you get it all. Get our <\/span><a href=\"https:\/\/www.act.com\/en-gb\/trial\/act\/\"><span style=\"font-weight: 400;\">14-day free trial<\/span><\/a><span style=\"font-weight: 400;\"> to see Act! in action. No Downloads or credit cards required.\u00a0<\/span><\/p>\n<p><a href=\"https:\/\/www.act.com\/en-gb\/trial\/act\/\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-123010 size-full\" src=\"https:\/\/www.act.com\/wp-content\/uploads\/2025\/09\/CTA-Callout-1.png\" alt=\"A callout with a call to action to try Act!, an all in one CRM solution. \" width=\"1024\" height=\"256\" srcset=\"https:\/\/www.act.com\/wp-content\/uploads\/2025\/09\/CTA-Callout-1.png 1024w, https:\/\/www.act.com\/wp-content\/uploads\/2025\/09\/CTA-Callout-1-300x75.png 300w, https:\/\/www.act.com\/wp-content\/uploads\/2025\/09\/CTA-Callout-1-768x192.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u201cWe\u2019re just a small business with a tiny customer base, why should we pay for a customer relationship management (CRM) system when spreadsheets do the job just right? CRMs are just for enterprises.\u201d It\u2019s easy to get stuck with this misconception. As a small business, investing in software solutions often gets neglected, considering their cost [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":122975,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[550],"tags":[],"class_list":["post-123008","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm-best-practice-en-gb"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>CRM Myths Debunked: Why Your Small Business Needs One | Act!<\/title>\n<meta name=\"description\" content=\"Don&#039;t be fooled into thinking that your small business is too small for a CRM solution. That&#039;s a myth. 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