CRM for small business: customers, sales and tasks in one system

The Basic plan costs $100 a month and covers contacts, tasks and projects, Google Workspace and key reports. Try it 14 days without a bank card or open the live demo now.

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CRM for small business: customers, sales and tasks in one system

What is a CRM for small business?

A CRM for small business keeps customers, enquiries, tasks and documents in one place, so a team of a few people stops losing leads between email, chats and spreadsheets. CRMiUS starts at $100 a month on the Basic plan, and every plan can be tried for 14 days with full access and no bank card.

  • Basic, $100 a month: contact management, tasks and projects, Google Workspace integration, key reports
  • Advanced (Pro), $150 a month: adds the finance module with invoices and payments, time tracking, helpdesk, analytics and dashboards
  • 10% off with annual payment; individual terms from 10 users
  • Browser and mobile app, interface in English, Ukrainian, Russian, German and French
  • Technical support 24/7 on every plan; configuration and team training on request

Price: Basic $100 a month, Advanced (Pro) $150, Corporate priced individually; 10% off for annual payment. 14-day free trial with full access, no bank card. Compare plans

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From enquiry to payment in one system

Each step is a record in the same system, so nobody types a customer's details twice. The dashboard closes the loop: the owner sees what was sold, what is unpaid and which tasks are late.

Enquiry-to-payment flow in CRMiUS Enquiry → customer card → proposal or estimate → tasks → invoice and payment → dashboard → next order. 01 Enquiry from the website form or Facebook Lead Ads lands on the lead board 02 Customer card contacts, notes, files and the whole history in one record 03 Proposal or estimate sent from the CRM, the customer accepts it online 04 Tasks for the team who does what by when, with reminders and timers 05 Invoice and payment from the estimate in one click, paid by card via Stripe or PayPal Advanced 06 Dashboard sales, unpaid invoices and overdue tasks at a glance next order
Enquiry → customer card → proposal or estimate → tasks → invoice and payment → dashboard → next order.

What each plan includes

Annual payment takes 10% off any plan, and teams from 10 users get individual terms. The trial opens the system in full for 14 days, so you can choose the plan on your own data.

Basic Advanced
(Pro)
Corporate
Price $100 / month $150 / month on request
Contact management ✓ ✓ ✓
Tasks and projects ✓ ✓ ✓
Google Workspace integration ✓ ✓ ✓
Key reports ✓ ✓ ✓
Finance module: invoices and payments — ✓ ✓
Time tracking — ✓ ✓
Customer support (helpdesk) — ✓ ✓
Analytics and dashboards — ✓ ✓
POS terminal support — — ✓
Personal manager, module and interface customization — — ✓
14-day free trial, no card ✓ ✓ ✓

What a small team does in CRMiUS

  • Collect every enquiry

    Web-to-lead forms on your website and Facebook Lead Ads put new leads on a kanban board with source, owner and reminder.

  • Keep one customer card

    Companies with several contacts, notes, files, reminders and the history of every deal in one record.

  • Bring the base you already have

    Contacts and leads are imported from CSV files, so the team starts with its real customers.

  • Send proposals and estimates

    The customer accepts a proposal online; an estimate turns into an invoice in one click.

  • Plan tasks and projects

    Kanban, checklists, deadlines and timers; projects get milestones and a Gantt chart.

  • Get paid online

    Stripe and PayPal, recurring invoices and payment reminders on the Advanced plan.

  • Work with Gmail and Google Calendar

    Google Workspace integration is part of every plan, Basic included.

  • Give each person the right access

    Role-based permissions per staff member: an assistant sees what the role needs, the owner sees everything.

How to choose a CRM for a small business

Small business office: one person works in a CRM kanban board on a laptop, a colleague brings in a parcel
A small team in one room: enquiries, orders and tasks on one shared board.

Five practical checks for a small team, and how CRMiUS answers each of them.

  • A price you know in advance. $100 a month on Basic, $150 on Advanced, 10% off for a year — all on the pricing page.
  • One system for the whole cycle. Contacts, sales pipeline, tasks and projects share one customer record; invoices and helpdesk join it on Advanced.
  • A start without an IT department. CRMiUS runs in the browser and the mobile app. The CRMiUS team can configure modules and train your staff, and technical support works 24/7.
  • Your data stays usable. CSV import for contacts and leads, REST API and webhooks for the other systems you use.
  • Try before you pay. 14 days with full access and no card, plus a live demo of a fictional distributor, reset every 6 hours.

Room to grow

CRMiUS also has warehouse, purchasing and manufacturing modules for the day a trading or production business needs them; ask us which plan covers the set you need. Teams with departments and branches can compare the CRM for large companies. A longer checklist is in our article how to choose a CRM system.

How the start usually goes

A typical first week on the trial. Timing depends on how much data you bring and how many people will work in the system.

  1. 01

    Request the trial

    Leave your email and get 14 days of full access, no bank card.

  2. 02

    Bring in your data

    Import contacts and leads from CSV and connect Gmail and Google Calendar.

  3. 03

    Set stages and roles

    Sales stages, lead sources, staff accounts and permissions — on your own or together with our team.

  4. 04

    Train the team

    The people who will work in CRMiUS every day learn their part of it.

  5. 05

    Choose the plan

    At the end of the trial pick Basic, Advanced or Corporate; annual payment saves 10%.

Which small businesses CRMiUS fits

  • Service companies and agencies

    Projects with milestones, timesheets and project billing: fixed price, hourly or by task hours.

  • Trading companies

    Leads, proposals and invoices from the start; the warehouse module and purchasing when stock appears.

  • Online shops

    Enquiries from the website, customer history and payments through Stripe and PayPal — see CRM for online business.

  • Consultants and offices

    Contracts with e-signature and a customer portal where clients see invoices, estimates and documents.

Questions and answers

What is the best CRM for a small business?

The one your team will open every day. Check four things: a clear monthly price, sales, tasks and invoices in one system, import from your spreadsheets, and a free trial. CRMiUS costs $100 a month on Basic and can be tried for 14 days without a bank card.

How much does a CRM for a small business cost with CRMiUS?

Basic is $100 a month, Advanced (Pro) $150 a month, Corporate is priced individually. Annual payment gives 10% off, and teams from 10 users get individual terms. What a CRM costs in total, with examples: how much does a CRM cost.

What does the Basic plan include?

Contact management, tasks and projects, Google Workspace integration and key reports. The finance module with invoices and payments, time tracking, helpdesk and analytics come with Advanced (Pro).

Is there a free trial?

Yes: 14 days with full access on every plan, no bank card. You can also open the live demo right now without signing up.

Can we move our customers from Excel?

Yes. Save the spreadsheet as CSV and import contacts and leads; other systems connect through the REST API and webhooks.

How long does it take to start?

Usually a small team starts working during the first week of the trial. It depends on the amount of data and the number of people; our team can configure the system and train your staff.

Do we need an IT person?

CRMiUS runs in the browser and the mobile app, so daily work happens without a server or an administrator of your own. Technical support works 24/7 on every plan, and the CRMiUS team can configure the system and train your staff.

Start 14-day free trial

  • 14 days free, no card
  • from $100 / month
  • 30+ connected modules
  • 5 interface languages

Start your 14-day trial

Leave your contacts — a CRMiUS specialist replies within one business day and sets up access for your team.

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