Best for: Small teams starting with a CRM for the first time
✓ Generous free CRM
✓ Easy to start
Montana, United States · Updated October 2026
Best CRM Software in Montana, United States
Businesses in Montana, United States can choose from local and global crm tools. Below are 13 options worth considering, plus a checklist of what to look for before you sign up.
Track leads, deals and customer conversations in one place. Prices are shown in different currencies by different providers — check the provider's site for current pricing in USD and any local taxes.
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Indirect taxSales Tax
Options compared13
Built in United States4
Quick comparison
| Software | Best for | Free plan | Origin | |
|---|---|---|---|---|
| Small teams starting with a CRM for the first time | Yes | US | Visit | |
| Small sales teams focused on pipeline management | No (trial may exist) | EE | Visit | |
| Growing businesses that want one modular ERP | Yes | BE | Visit | |
| Businesses that want email, SMS and WhatsApp campaigns together | Yes | FR | Visit | |
| Teams that want colourful, flexible work boards | Yes | IL | Visit | |
| Small teams wanting CRM, tasks and chat in one free tool | Yes | US | Visit | |
| Mid-sized and large sales organisations | No (trial may exist) | US | Visit | |
| B2B teams finding contacts and running outreach | Yes | US | Visit | |
| Indian SMBs wanting an affordable, customisable CRM | Yes | IN | Visit | |
| Sales teams that want built-in phone and email | Yes | IN | Visit | |
| High-volume lead businesses such as education, real estate and finance | No (trial may exist) | IN | Visit | |
| Indian SMB sales teams wanting a simple CRM | Verify | IN | Visit | |
| Calling-heavy teams that follow up leads by phone and WhatsApp | Verify | IN | Visit |
What businesses in Montana should check
- Pipeline stages that match how you actually sell
- Integrations with your main lead channels (calls, email, WhatsApp, forms)
- Follow-up reminders and task assignment
- Lead-source reporting
- A free tier or trial long enough to test with real leads
The United States has no national VAT; businesses collect state and local sales tax, which varies by location.
The shortlist
Best for: Small sales teams focused on pipeline management
✓ Very clear pipeline view
✓ Quick to adopt
Best for: Growing businesses that want one modular ERP
✓ Modular — add apps as you grow
✓ Open-source community edition
Best for: Businesses that want email, SMS and WhatsApp campaigns together
✓ Pricing based on emails sent
✓ Multi-channel messaging
Best for: Teams that want colourful, flexible work boards
✓ Visual and flexible
✓ Many templates
Best for: Small teams wanting CRM, tasks and chat in one free tool
✓ Generous free plan
✓ Many tools in one
Best for: Mid-sized and large sales organisations
✓ Extremely powerful
✓ Huge ecosystem
Best for: B2B teams finding contacts and running outreach
✓ Free plan
✓ Database plus sequences
Best for: Indian SMBs wanting an affordable, customisable CRM
✓ Good value
✓ Deep customisation
Best for: Sales teams that want built-in phone and email
✓ Built-in phone and email
✓ Clean UI
Best for: High-volume lead businesses such as education, real estate and finance
✓ Handles large lead volumes
✓ Field sales features
Best for: Indian SMB sales teams wanting a simple CRM
✓ Simple to adopt
✓ Built for Indian SMBs
Best for: Calling-heavy teams that follow up leads by phone and WhatsApp
✓ Built around calling workflows
✓ WhatsApp integration
Free CRM with contacts, deals, email tracking and forms, with paid hubs for marketing, sales and service.
Pros
- Generous free CRM
- Easy to start
- Huge integration library
Cons
- Paid hubs get expensive as you scale
- Advanced automation is in higher tiers
- Free plan
- Yes
- Pricing
- See provider
- Also in
- CRM Software, Email Marketing Software
Visual pipeline CRM designed around deals and sales activities.
Pros
- Very clear pipeline view
- Quick to adopt
- Good mobile app
Cons
- No free plan
- Marketing features are add-ons
- Free plan
- No (trial may exist)
- Pricing
- See provider
- Also in
- CRM Software
Open-source modular ERP covering inventory, accounting, CRM, POS, website and more.
Pros
- Modular — add apps as you grow
- Open-source community edition
- Very broad feature set
Cons
- Implementation can be complex
- Customisation may need a partner
- Free plan
- Yes
- Pricing
- See provider
- Also in
- Accounting Software, CRM Software
Formerly Sendinblue — email, SMS and WhatsApp marketing with a built-in CRM.
Pros
- Pricing based on emails sent
- Multi-channel messaging
- Free plan
Cons
- Daily sending limits on free plan
- Free plan
- Yes
- Pricing
- See provider
- Also in
- CRM Software, Email Marketing Software
Work OS with boards, automations and CRM products.
Pros
- Visual and flexible
- Many templates
Cons
- Seat minimums on paid plans
- Free plan
- Yes
- Pricing
- See provider
- Also in
- CRM Software, Project Management Tools
All-in-one workspace with CRM, tasks, chat and website builder.
Pros
- Generous free plan
- Many tools in one
Cons
- Interface can feel busy
- Free plan
- Yes
- Pricing
- See provider
- Also in
- CRM Software, Project Management Tools
The leading enterprise CRM with deep customisation and an enormous ecosystem.
Pros
- Extremely powerful
- Huge ecosystem
Cons
- Costly and complex for small businesses
- Free plan
- No (trial may exist)
- Pricing
- See provider
- Also in
- CRM Software
Sales intelligence and engagement platform with a large contact database.
Pros
- Free plan
- Database plus sequences
Cons
- Follow privacy and anti-spam laws
- Free plan
- Yes
- Pricing
- See provider
- Also in
- CRM Software, AI Sales & Lead Generation
Customisable CRM with lead management, workflows, telephony integrations and AI assistant features.
Pros
- Good value
- Deep customisation
- Works with Zoho Books and Desk
Cons
- Setup takes time to do well
- Interface has many options
- Free plan
- Yes
- Pricing
- See provider
- Also in
- CRM Software, AI Sales & Lead Generation
Sales CRM from Freshworks with built-in calling, email sequences and deal pipelines.
Pros
- Built-in phone and email
- Clean UI
- AI deal insights
Cons
- Some features locked to higher plans
- Free plan
- Yes
- Pricing
- See provider
- Also in
- CRM Software, Cloud Telephony & IVR
11
Visit site
LeadSquared Made for India
Best for: High-volume lead businesses such as education, real estate and finance
Sales execution and marketing automation CRM popular with Indian enterprises.
Pros
- Handles large lead volumes
- Field sales features
- Industry templates
Cons
- Better suited to mid-size teams
- Pricing on request for many plans
- Free plan
- No (trial may exist)
- Pricing
- See provider
- Also in
- CRM Software
Sales CRM built for small and mid-sized Indian businesses.
Pros
- Simple to adopt
- Built for Indian SMBs
Cons
- Smaller ecosystem than global CRMs
- Free plan
- Verify
- Pricing
- See provider
- Also in
- CRM Software
13
Visit site
TeleCRM Made for India
Best for: Calling-heavy teams that follow up leads by phone and WhatsApp
CRM focused on calling and WhatsApp follow-ups, with call recording from the app.
Pros
- Built around calling workflows
- WhatsApp integration
Cons
- Less suited to complex B2B pipelines
- Free plan
- Verify
- Pricing
- See provider
- Also in
- CRM Software, Cloud Telephony & IVR
Frequently asked questions
What is the best crm software for small businesses in Montana, United States?
There is no single best option. HubSpot CRM suits small teams starting with a CRM for the first time, while Pipedrive suits small sales teams focused on pipeline management. Shortlist two or three and test them with real work.
Is there free crm software available in Montana?
Yes — HubSpot CRM, Odoo, Brevo, monday.com, Bitrix24 offer a free plan or free tier. Free plans have limits, so check them against your needs.
How much does crm software cost in Montana?
Pricing varies by provider, plan, number of users and billing period, and many vendors show regional prices in USD. Always check the provider's current pricing page and renewal price before committing.
CRM Software in Montana by city
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