If you’re running a small or mid-sized business, you’ve probably experienced the chaos of juggling multiple software tools—one for email, another for CRM, and another for scheduling. This “Frankenstack” approach drains your budget, fragments your customer data, & forces your team to waste hours switching. All-in-one platforms eliminate the need for extra tools by integrating all of these functionalities.
The solution? All in one sales marketing software that consolidates everything under one roof. Unlike tools that require multiple separate integrations to achieve the same level of functionality, these platforms provide a unified dashboard for all your business needs.
In this guide, we’ll break down the best all-in-one sales and marketing platforms built specifically for SMBs. You’ll learn which tools deliver the most value at each budget tier, how they help you capture leads and close more deals, and how to implement them without overwhelming your team—including features for websites, automation, CRM, and more.
Which All-in-One Sales & Marketing Software Is Best for SMBs?
For small and mid-sized businesses looking to eliminate tool sprawl, three platforms consistently rise to the top: HubSpot, Keap, and Brevo. Each serves a different budget and business type, making it straightforward to find your fit. Other platforms like Agile CRM are also popular among SMBs for their integrated sales, marketing, and automation capabilities.
Here’s how they rank by typical SMB budget:
- Brevo (Best for lean budgets): Ideal for startups and small teams under $50/month. Free plan available with capped daily emails; paid plans start around $9–$25/month.
- Keap (Best for growing service businesses): Built for service-based SMBs ready to invest in automation. Plans typically start around $159–$199/month with promotional pricing and 14-day free trials.
- HubSpot (Best for fast-scaling SMBs): The most comprehensive option for teams expecting rapid growth. Free CRM available; Marketing Hub Starter from around $18/month, with bundles ranging $50–$100/month for small teams.
All three reduce tool sprawl by combining CRM, email marketing, marketing automation, and sales tools in one platform. This means your team works from one dashboard instead of logging into five different apps every morning.
Ready to compare features side by side? Jump to the comparison table below to choose based on your budget and must-have features.
What Is an All-In-One Sales & Marketing Platform?
An all in one platform unifies CRM, sales pipelines, email and SMS marketing, marketing automation, and reporting into one system. Instead of patching together separate tools that don’t communicate, you get a single environment where every customer interaction lives in the same place.
Unlike standalone email tools or basic CRMs that focus on one function, these platforms are designed to run your entire business lifecycle: attract new leads, nurture them with targeted campaigns, close deals, and retain customers for repeat business.
Here’s what centralizing customer data actually means in practice:
- Unified contact records: Every email opened, form submitted, and deal closed appears on a single customer profile
- Shared team visibility: Sales can see what marketing sent; support can see what sales promised
- Better forecasting: Pipeline data feeds directly into revenue reports without manual exports
Practical example: Imagine replacing Mailchimp (email), Pipedrive (CRM), Calendly (scheduling), and a basic spreadsheet (tracking) with one platform like HubSpot or Keap. That’s four logins eliminated, one source of truth created, and hours of manual syncing saved each week.
Most modern all-in-one systems are cloud-based SaaS tools that deploy quickly without in-house IT. You sign up, import your contacts, and start building workflows—often within a day.
Key Benefits for Small Teams: Why Reduce Tool Sprawl?
Small teams often end up with what I call a “Frankenstack”—six to ten disconnected apps cobbled together because each solved an immediate problem. You’ve got one tool for email campaigns, another for managing deals, a third for live chat, and a fourth for invoicing. Each costs $20–$100 per month, and none of them talk to each other.
This setup creates real problems that an all-in-one solution directly addresses:
- Cost consolidation: Replacing multiple subscriptions with one all-in-one tool can save $200–$500 per month for a 3–10 person team. SMBs using integrated platforms report 20–30% reductions in operational costs by eliminating 4–6 standalone tools.
- Time savings: Shared data and unified dashboards cut manual data entry and constant tab-switching. Teams commonly save 5–10 hours per week on admin tasks when they stop copying information between apps. Automation and unified platforms also help businesses generate more money by streamlining processes, boosting growth, and increasing revenue through additional sales.
- Better reporting: Unified analytics—covering pipeline health, revenue attribution, and email performance—let owners see ROI without exporting data to spreadsheets. You make decisions faster because everything lives in one analytics dashboard.
- Fewer integration headaches: Small teams avoid the ongoing nightmare of API maintenance and “things breaking” every time one app pushes an update. No more duct tape solutions to keep your tools connected.
Best All-In-One Sales and Marketing Software — Quick Comparison
The following table compares leading platforms for SMBs, with primary focus on HubSpot, Keap, and Brevo. Use this to quickly identify which tools match your budget and needs.
| Platform | Starting Price | Free Plan/Trial | Ideal For | Core Strengths | Key Limitations |
|---|---|---|---|---|---|
| $18/month (Starter) | Free CRM forever | Fast-scaling SMBs, B2B teams | Deep CRM, 1,000+ integrations, full marketing suite | Pricing escalates with contacts and features | |
| Keap⭐ | $159–$199/month | 14-day free trial | Service businesses, coaches, consultants | Sales automation, invoicing, appointment scheduling | Higher entry cost; can feel heavy for simple needs |
| $9–$25/month | Free (300 emails/day) | Budget-conscious SMBs, ecommerce | Affordable email/SMS, transactional email, simple CRM | CRM less robust; not ideal for complex B2B sales | |
| ActiveCampaign | $29/month | 14-day free trial | Ecommerce, automation-focused teams | Advanced automation, email deliverability | Steeper learning curve |
| Zoho CRM | $14/user/month | Free tier available | Customization-heavy businesses | Highly configurable, broad app ecosystem | Can require significant setup time |
Typical monthly costs for small teams (3–5 users):
- Brevo: $25–$65/month
- HubSpot Starter Bundle: $50–$150/month
- Keap Pro: $199–$299/month
How to use this table: Identify your “must-haves” first. Need unlimited emails and SMS on a tight budget? Start with Brevo. Want deep sales automation for a service business? Keap is your pick. Planning to scale quickly with robust third party integrations? HubSpot delivers the most flexibility.
Top All‑In‑One Sales and Marketing Platforms for SMBs
The following reviews focus on how each platform helps small teams replace multiple tools and centralize operations—not just a feature dump. We’ll start with our recommended partners (HubSpot, Keap, Brevo) and then cover notable alternatives.
Each review covers: who it’s best for, how it reduces tool sprawl, standout features, current pricing, and one honest drawback.
HubSpot – Best All-In-One Sales and Marketing Platform for Fast-Growing SMBs
HubSpot is the go-to all-in-one sales, marketing, and CRM platform for businesses expecting to scale from a handful of users to full teams. It’s built to grow with you, offering everything from a free CRM to enterprise-grade automation.
How HubSpot reduces tool sprawl:
HubSpot consolidates CRM, email marketing, sales pipelines, live chat, landing pages, meeting scheduling, and reporting into one hub. A team that previously juggled Pipedrive (CRM), Mailchimp (email), Unbounce (landing pages), and Calendly (scheduling) can manage all the tools from a single login.
Pricing:
- Free CRM with basic marketing tools (forever free)
- Marketing Hub Starter: ~$18/month for up to 1,000 marketing contacts
- Starter bundles for small teams: $50–$100/month
- Professional tiers for advanced automation: $800+/month
Standout features for SMBs:
- Visual deal pipelines with drag-and-drop stage management
- Free shared inbox and live chat for support team collaboration
- Drag-and-drop email builder with personalization tokens
- Ad tracking for Google Ads, Facebook, and LinkedIn campaigns
- Automated workflows for lead nurturing and follow up sequences
Key limitation: Pricing climbs as your contact list and feature needs grow. Some advanced automation and reporting require Professional tiers that can reach several hundred dollars per month—something to plan for as you scale.
Keap – Best for Service-Based SMBs That Want Deep Automation & CRM
Keap is an all-in-one CRM plus sales and marketing automation platform built specifically for small, service-led businesses—coaches, agencies, consultants, and local service providers who need to automate client communication and get paid faster.
How Keap reduces tool sprawl:
Keap bundles contact management, sales pipelines, email marketing, SMS messaging, appointment scheduling, invoicing, and payment collection inside one app. A solo consultant who previously used Calendly (scheduling), QuickBooks (invoicing), Mailchimp (email), and a basic CRM spreadsheet can run their entire business from Keap.
Pricing:
- Keap Pro: ~$159–$199/month for a few users and set number of contacts
- 14-day free trial available
- Pricing scales with contact volume and user seats
Standout features for SMBs:
- Drag-and-drop automation builder with proven templates
- Schedule appointments directly from email campaigns
- Collect payments and send invoices without separate software
- Voicemail drops and SMS for multi channel campaigns
- Sales automation that handles 80% of follow-ups automatically
Keap users often report closing deals 30–50% faster by automating the nurture process from lead capture to invoicing. The platform’s focus on business growth for service providers shows in every feature.
Key limitation: Pricing may feel high for very small or pre-revenue businesses. The interface and feature set can also feel heavy if you only need simple email marketing tools.
Brevo – Best Budget-Friendly All-In-One for Lean & Early-Stage SMBs
Brevo (formerly Sendinblue) is a cost-effective all-in-one marketing and sales platform ideal for small teams and startups watching every dollar. If you need email marketing, SMS campaigns, and a simple CRM without enterprise pricing, Brevo delivers.
How Brevo reduces tool sprawl:
Brevo combines email marketing, SMS campaigns, marketing automation, live chat, and a basic sales pipeline in one dashboard. Small ecommerce stores or local businesses that would otherwise juggle separate email, SMS, and CRM tools can centralize everything affordably.
Pricing:
- Free plan: 300 emails/day with unlimited contacts
- Starter: ~$9/month for higher email volume
- Business: ~$25/month for advanced automation and A/B testing
- No transaction fees on email sends
Standout features for SMBs:
- Drag-and-drop email editor with mobile optimization
- Automated workflows for welcome sequences and abandoned cart recovery
- Built-in transactional email for order confirmations and receipts
- WhatsApp and SMS messaging for multi channel campaigns
- 99% email deliverability for high-volume campaigns
Key limitation: CRM and pipeline functionality are simpler than HubSpot or Keap. If you have complex B2B sales cycles with multiple stakeholders and lengthy deal stages, you may outgrow Brevo’s sales tools.
Other Notable All-In-One Sales & Marketing Platforms
Beyond our primary recommendations, several other platforms deserve mention for specific use cases or business models:
- ActiveCampaign: Strong automation depth for ecommerce and B2B teams who need sophisticated email sequences. Excellent deliverability but comes with a steeper learning curve than Brevo.
- Zoho CRM: Highly customizable with a broad ecosystem of connected apps (Zoho Books, Zoho Campaigns, etc.). Best for teams willing to invest setup time for full customization. Can feel overwhelming without dedicated admin time.
- GoHighLevel: Agency-focused platform with white-label options, making it popular for marketing professionals managing multiple clients. More complex than needed for single-business SMBs.
- Systeme.io: Funnel-focused tool for online course creators and digital products sellers. Offers website builder, email marketing, and course hosting, allowing users to sell courses and benefit from built-in video hosting—eliminating the need for third-party services. Users report 10-minute website setups. Best for sell online courses use cases rather than traditional B2B sales.
While these platforms are powerful, SMBs primarily concerned with reducing tool sprawl and staying within a predictable budget will often find HubSpot, Keap, or Brevo more straightforward to adopt and manage without dedicated operations staff.
White Labeling & Reselling: Opportunities for Agencies & Consultants
For agencies & consultants, offering an all-in-one platform as a white-labeled or resold solution opens up new revenue streams and strengthens client relationships. By providing your clients with a comprehensive suite of marketing tools, sales automation, and CRM capabilities—all under your own brand—you position yourself as a one-stop shop for their business needs.
With features like website builders, landing pages, and tools for online course creators, you can help clients capture leads, sell digital products, and build a powerful online presence—all from one platform. Advanced marketing automations allow you to deliver personalized follow-up, nurture leads, and drive more conversions for your clients.
Reselling or white labeling an all-in-one platform means you can offer ongoing support and services, deepening your client relationships & increasing retention. You can focus on delivering strategic value and creative solutions, while the platform handles the technical side of marketing and sales. This approach not only expands your service offerings but also helps you scale your business efficiently.
By leveraging an all-in-one platform, agencies and consultants can differentiate themselves in a crowded market, provide exceptional support, and help clients achieve measurable business growth—all while building a sustainable, recurring revenue model.
How to Choose the Right All-In-One Sales & Marketing Platform for Your SMB
The “best” platform depends on your budget, sales cycle complexity, team size, and preferred channels. A B2B consulting firm with high-ticket deals has different needs than an ecommerce store running volume-based sales.
Step 1: Map your current stack
List every tool you currently use for:
- CRM and contact management
- Email and SMS marketing
- Landing pages and forms
- Scheduling and calendars
- Invoicing and payments
- Analytics and reporting
Highlight which tools could realistically be consolidated. If you’re using six apps and five of them have overlapping features, you’re a prime candidate for consolidation.
Step 2: Match your budget tier
| Monthly Budget | Recommended Starting Point |
|---|---|
| Under $50/month | Brevo, HubSpot Free CRM |
| $50–$200/month | Brevo Business, HubSpot Starter, Keap promotional tiers |
| $200+/month | Keap Pro/Max, HubSpot Professional |
Step 3: Evaluate must-have features
Ask yourself:
- Do I need a native CRM with full deal tracking, or is a “light” CRM sufficient?
- How complex are my automation needs? Simple welcome sequences or multi-branch workflows?
- Do I need SMS/WhatsApp support for my customers?
- What ecommerce integrations matter (Shopify, WooCommerce, Stripe)?
- How deep do my reporting needs go?
Step 4: Run a time-boxed trial
Before migrating everything, run a 14–30 day test with 1–2 shortlisted platforms. Build one realistic campaign—perhaps a sales funnel with a landing page, email sequence, and deal pipeline. This reveals whether the interface works for your team before you commit.
Step 5: Don’t overbuy
Select the simplest platform that can handle expected growth over the next 12–24 months. You don’t need enterprise features today if you have 500 contacts. Start small, learn the system, and upgrade as you scale.
Practical Use Cases: How SMBs Put All-In-One Platforms to Work
Real examples show how different business types leverage all-in-one platforms to save time, generate more leads, and close more sales.
B2B Services Example: Consulting Firm
7-person management consulting firm uses HubSpot to:
- Capture leads from gated content forms on their website
- Score leads based on content downloads and email engagement
- Run automated nurture sequences tailored to industry vertical
- Track deals by stage with forecasted close dates
- Generate monthly pipeline reports without spreadsheet exports
Result: Lead response time dropped from 24 hours to under 2 hours. Close rate improved by 18% in the first quarter.
Small Ecommerce Example: Online Boutique
Shopify store selling handmade jewelry uses Brevo to:
- Send weekly newsletters featuring new arrivals
- Trigger abandoned cart emails with discount codes
- Run SMS promos during holiday sales
- Segment customers by purchase frequency and average order value
Result: Recovered 12% of abandoned carts. Repeat purchase rate increased by 22% through targeted email campaigns.
Local Services Example: Home Cleaning Business
4-person home cleaning company uses Keap to:
- Book appointments through embedded scheduling forms
- Send automated appointment reminders via SMS
- Deliver post-service follow-up emails requesting reviews
- Invoice clients and collect payments without switching apps
Result: No-show rate dropped from 15% to 4%. Administrative time cut by 8 hours weekly.
Implementation Tips: Rolling Out All-In-One Software Without Overwhelm
The key to success with any new platform is phased implementation. Trying to use every feature in week one leads to frustration and abandonment. Start focused, then expand.
Recommended 3-Stage Rollout:
| Phase | Timeline | Focus |
|---|---|---|
| Phase 1 | Week 1–2 | Migrate contacts, configure CRM fields, set up user accounts |
| Phase 2 | Week 3–4 | Launch basic email campaigns, create first sales pipeline |
| Phase 3 | Month 2–3 | Build automated workflows, configure reporting dashboards |
Appoint a platform owner
Designate one team member as the internal owner responsible for:
- Data structure and naming conventions
- User permissions and access levels
- Training new team members
- Documenting processes
Leverage vendor resources
Take advantage of free training:
- HubSpot Academy offers certifications and workflow tutorials
- Keap provides coaching calls for new users
- Brevo documentation covers step-by-step automation setup
For complex sales processes, consider hiring a certified consultant for initial configuration. A few hundred dollars upfront can save weeks of trial and error.
Measure success with clear KPIs
Before implementation, define 3–5 metrics you’ll track:
- Lead response time
- Email open and click rates
- Pipeline velocity (time from new lead to closed deal)
- Monthly recurring revenue
Review these after 60–90 days. If metrics haven’t improved, revisit your workflows and automation logic before adding complexity.
Conclusion: The Right Sales & Marketing Software
All-in-one platforms help SMBs replace scattered tools, centralize customer data, and automate follow-up—critical advantages in any competitive environment. When your team works from one system instead of six, you save money, move faster, and make better decisions.
Our tiered recommendations:
- Brevo: Most affordable all-in-one for lean teams and startups. Perfect for businesses spending under $50/month on marketing software.
- Keap: Robust automation-first choice for service SMBs who need scheduling, invoicing, and deep follow-up sequences in one place.
- HubSpot: Most scalable all-in-one CRM platform for businesses expecting growth and needing extensive third party integrations.
Your next step: Shortlist two options from this guide. Start a free trial or book a demo within the next week. Test with a single campaign or one sales pipeline before migrating everything.
The best time to consolidate your tools was six months ago. The second best time is today. Pick one platform, start small, and watch your team reclaim hours every week while you focus on what actually grows your business—serving clients and closing deals.
Disclaimer: This post may include affiliate links.
Stephanie
Stephanie is the Marketing Director at Talkroute and has been featured in Forbes, Inc, and Entrepreneur as a leading authority on business and telecommunications.
Stephanie is also the chief editor and contributing author for the Talkroute blog helping more than 200k entrepreneurs to start, run, and grow their businesses.