The 7 Best CRM Platforms Compared 2023

AngelList Sales keeps track of everything about your leads, including contact information, notes, points of connection, and more. CRM is more of a process than a product, and no system can replace the human relationship aspect of sales. However, the right system will make your life easier by helping manage customer relationships. The following CRMs are designed to be lightweight, effective CRMs for small startups. They’re all cloud-based or browser-based if it’s not a hosted solution–this will allow your entire team to access the information from any device connected to the Internet.

It also often streamlines communication across your company’s vendors, technical support reps, suppliers and distributors. This could mean a sale or upsell is lost as the missing data limits your company reps’ ability to create personalized experiences based on that data. When said data is easy to find, deals can be closed at a faster clip. Top-of-the-line CRMs like Close include automation as well, which dramatically reduces the number of manual tasks for sales reps. And we haven’t even mentioned the marketing, sales, and customer support tools yet.

Our platform

We appreciate that Salesforce provides plenty of self-help resources. The Salesforce implementation process will vary based on your selected plan and customization needs. However, NetSuite offers more robust e-commerce-focused features along with additional services, such as accounting and finance tools. The answer is, “Maybe.” It really just depends on your startup’s needs and preferences. The tool does have cool features, as we’ll discuss in the “Pros” section below. But like every other CRM system on this list, it has drawbacks, which may harm the customer experience for you.

Sometimes that means adding new features and technologies into the mix, while other times it means casting familiar features in a new light. As competing vendors jockey for position in the market, trends emerge that will define the state of the CRM art for the next few years. For example, initial setup and training can eat up a chunk of the budget. Integrating the software with existing systems might call for additional equipment.

Monday Sales CRM: Best for user experience

These tools let you provide better service to your customers and capture valuable insights into what your clients want. When you’re finding your way around new software, you will need assistance. Product documentation won’t always cover use cases unique to your business. Choose a startup CRM that offers multiple customer support options such as email, live chat, and phone support.

Customer support apps (and customer experience apps) project management apps, and email clients are all useful for staying organized, so you want to make sure that your CRM can work with them. While most CRMs offer integrations with other tools, not all of them do, and you want to make sure that whatever app or tool you’re using can connect with the one you choose. HubSpot CRM is available to download for free, though it’s limited to 500 contacts. crm for startups If you need more, they offer paid plans that cost $50/month for up to 1000 contacts and $75/month for up to 2500 contacts. While pricey, it’s certainly one of the best CRM software options on the market, with excellent features and customer service. While many CRMs come with automation features to manage your processes better, you can use additional automation tools like Zapier to better leverage your leads and make an even bigger impact.

Best for Growth-Stage Businesses

Agile CRM is an all-in-one CRM marketing automation software built for the next generation. Prioritize your leads and increase your startup’s revenue by improving your reach rate. Create dynamic, high-impact smart views that match your top-priority lead data. Hubspot offers an easy-to-use and one of the best free CRM for startups, making your team’s work easier.

With better visibility, you’ll also be able to keep your customers happy with better service. Happy customers are likely to become repeat customers, and repeat customers spend more — up to 33% more according to some studies. With complete, accurate, centrally held information about clients and prospects, sales and marketing can focus their attention and energy on the right clients. Now that you have a list of your goals and those of your team, you are equipped to make a list of the CRM features that would best help you reach them.

Close (best CRM tool for startups who want robust tracking and reporting capabilities)

The setup period requires significant planning, data migration, configuration, testing and employee platform training, so the process can take several weeks or even months. According to Oracle, businesses with more basic needs can get set up in around 30 days. However, many users find it relatively easy to use after an initial learning curve. We appreciate that the platform does a great job visually displaying data and key insights, along with providing personalized AI insights and sentiment analysis. Additionally, your Salesforce package’s complexity level (basic vs. advanced features and add-ons) will affect your ease of use. Salesforce and NetSuite are two of the best CRM software packages available today.

After all, you need to analyze the customer data you gather over time so that you can improve things in your business, like marketing campaigns, sales efforts, and customer support effectiveness. A collaborative CRM gives every team access to up-to-date customer data in one spot in real-time. This includes marketing information (what content a lead has interacted with, for example), https://www.globalcloudteam.com/ any purchases a customer has made, and any previous customer communication with any team member. This type of CRM means anyone can quickly pull up a record of all past interactions and better understand their customers’ needs and interests. They’ll help you find all your contacts who work for the same company and any messages that have been sent about your work with that company.

Types of CRMs

This project management tool lets you keep complete control over your business processes. Customize your sales and marketing processes with the help of an advanced marketing automation builder. You can use this to create repeatable and predictable growth for your startup. With the highly personalized and automated follow-up, you can convert more leads and close more deals.

• Your primary task will be importing existing customer data and setting up minor customizations.
• Less Annoying CRM offers a number of features like contact management and automated lead reports to stay on top of your pipeline.
• With pricing ranging from $35 to $100 per user annually and special nonprofit rates, it’s versatile and budget-friendly.
• Find the one that aligns most closely with reaching your goals and offers the necessary features to do so.
• Startups can begin with a single sales board and evolve into a multi-level project management structure with hundreds of clients.
• With features like pipeline management, appointment reminders, and bookable calendars, you can shorten your sales cycle and boost your leads-to-sales ratio.

SugarCRM is a CRM platform with marketing automation, email templates, and AI-driven predictive analytics. With ClickUp, you can use tags to organize your accounts, get a geographic view of your clients with the Map view, and automatically assign tasks for each stage of your sales pipeline. In fact, it’s one of the most important tools for startups because it helps them accomplish so much. If you’re looking for a communications platform with CRM features that can help you have better conversations with your customers, consider Help Scout. Our 15-day free trial is a great way to see if our solution is right for you.

Solutions

Freshsales offers an AI bot that enhances your team’s productivity and makes data-driven decisions. The bot continuously learns from your CRM data and offers suggestions to close deals faster. You can use these bots to offer quick replies and generate more leads. This CRM software for startups lets you track your customer’s buying journey.