Choosing the Right Tools: CRM, ERP, and HR for SMEs
Buy what you'll use. A simple guide to avoid overpaying for software.
The SME Software Dilemma
Many small businesses either:
- Use too many disconnected tools
- Buy enterprise software they don't need
- Stick with spreadsheets too long
CRM Selection Guide
Start Simple
- Under 50 contacts: Use a simple contact manager
- 50-500 contacts: Consider HubSpot Free or Zoho CRM
- 500+ contacts: Invest in a full CRM with automation
Key Features to Look For
- Contact management
- Deal pipeline tracking
- Email integration
- Mobile access
ERP Considerations
Do You Really Need ERP?
Ask yourself:
- Do you have inventory to track?
- Multiple locations or departments?
- Complex financial reporting needs?
SME-Friendly Options
- Zoho Books: For simple accounting
- Tally: Popular in India for GST compliance
- ERPNext: Open-source option for growing businesses
HR Tools
Essential HR Functions
- Employee records
- Leave management
- Payroll processing
- Compliance tracking
Recommended Approach
- Start with basic tools
- Identify pain points
- Upgrade incrementally
- Always consider integration capabilities
Decision Framework
Before buying any software:
- Map your current process
- Identify specific pain points
- Calculate ROI potential
- Start with free trials
- Plan for growth
Remember: The best tool is the one your team will actually use consistently.