Best CRM for Startups
1) Monday – Best for All-in-one Project Management Tools and CRM software
Monday is one of the best CRM for small businesses that helps you manage all your sales processes in one place. This CRM also streamlines your entire sales process with a colorful and visual interface. It’s a versatile CRM platform that allows the entire team to manage projects. You can easily see which tasks get completed, automate workflows, and collaborate on documents. Features: Integration: Microsoft Teams, Dropbox, Slack, Zapier, Google Drive, etc. Free Trial: Free Forever Plan
It allows you to import all your customer data in just a few clicks. Automatically schedules notifications and reminders. Monday is a lead management software that helps you integrate with other tools to accelerate response time. You can collaborate with your team using one shared workspace. It helps you to bring your team together, anywhere and anytime.
Key Specs:
Free Trial: Basic free version. Integration: Microsoft Teams, Dropbox, Slack, Zapier, Google Drive, etc. Supported platforms: Windows, Mac, iPhone, Android, and web Deployment Type: Cloud-based and Open API.
Visit Monday » 30 Days Free Trial
2) Pipedrive – Best for start-ups that need to schedule a lot of sales meetings
Pipedrive is a customer relationship management software for start-ups that integrates seamlessly with other marketing automation tools to keep your workflow streamlined. You can customize data fields and workflows according to your distinct business processes as they evolve. Pipedrive provides built-in tools for scheduling and managing appointments with sales contacts to help start-ups makes great first impressions. Features: Integration: Zapier, Google Meet, Microsoft Teams, Pipechat, HubSpot, etc. Free Trial: 30 Day Free Trial (No Credit Card Required)
Marketing and sales automation Reporting and analytics You can integrate CRM for easy contact management across your organization Offer email marketing campaigns with click-to-call and direct mail tools. Blog and website integration Social media marketing analytics Customizable sales pipeline reports with automated alerts
Key Specs:
Free Trial: 30 Day Free Trial (No Credit Card Required) Deployment Type: Cloud-based. Support: 24/7 email and chat Integrations: Zapier, Automate.io, Apiway, Microsoft Flow, Xplenty, etc. Supported platforms: Windows, Android, iPhone, Mac, Web-Based, etc.
Visit Pipedrive » 30 Day Free Trial (No Credit Card Required)
3) Zendesk
Zendesk is a Sales CRM to enhance sales teams’ productivity, processes, and pipeline visibility. This tool lets you keep track of every interaction with every customer and turn that data into a report. It allows you to make calls, send emails, schedule meetings. Features: Integration: JIRA, Salesforce, Shopify, Slack etc. Free Trial: 14 Day Free Trial (No Credit Card Required)
It offers sales and marketing tools built for salespeople. It enables you to make calls, send emails, schedule meetings, view deal history all from one place. You can keep your team focused on the highest value leads. It allows you to conduct your marketing campaigns. It helps you to manage your sales efficiently It helps you to build your own apps using the Zendesk Apps framework. Dive deeper into your sales data with pre-built dashboards
Key Specs:
Free Trial: 14 Day Free Trial (No Credit Card Required) Supported platforms: Android and iOS Deployment Type: Cloud-based and Open API. Support: Chat, Support Ticket, Call, and email
Visit Zendesk » 14 Day Free Trial (No Credit Card Required)
4) Zoho – Best for start-ups looking to use social media as a marketing tool.
Zoho is CRM software that helps you organize contacts, tasks, and deals in one place. It helps you maintain your customers’ address book from your sales team member’s access to a centralized location. It is one of the best CRM for start-ups that helps you to keep tabs on your key performance metrics, pipeline, and targets for the month. Features: Integration: Google, Zapier, GitHub, Dropbox. Free Trial: 14 Day Free Trial
Functional Cloud CRM Effective communication tools Customizable automation Customer support You can convert your live chats into leads You can manage your tasks and deals efficiently.
Key Specs:
Free Trial: 15 Day Free Trial (No credit card required) Support: Live chat, telephone, and email. Integrations: Google, Zapier, GitHub, Dropbox. Supported platforms: Web, iOS, and Android.
Visit Zoho » 15 Day Free Trial (No credit card required)
5) Salesforce – Best for large and medium-sized businesses
Salesforce is a Software as a service (SaaS) CRM that enables you to manage customer relationships and helps you to create a custom solution according to your business requirements. It allows you to increase customer loyalty, retention, and satisfaction. You can monitor and manage your business. This CRM solution enables you to organize your customer data, track sales, and support your customers from one centralized dashboard. Features: Integrations: Google Workspace, Slack, Quickbooks, etc. Free Trial: 30 Days
It helps you to increase customer loyalty, retention, and satisfaction. You can identify new opportunities to help address any problems. It allows you to build more meaningful and lasting relationships. This CRM software helps you to monitor and manage your business.
Key Specs:
Free Trial: Yes Deployment Type: Cloud-Based. Support: Phone and Chat Integration: ActiveCampaign, Zapier, and Docusign. Supported Operating Systems: Android, Windows, Android, iPhone, Mac, Web-Based, etc.
Visit Salesforce » 30 Days Free Trial
6) HubSpot – Best for the best solution for start-up businesses wanting an easy-to-use CRM.
HubSpot offers various marketing automation, sales reps workflow automation, and CRM analytics features. HubSpot allows you to track what works and doesn’t work for your business. It helps you generate more visitors into customers and run complete inbound marketing campaigns from one platform. You can integrate this CRM software with other marketing and customer service tools. It is one of the best CMS for start-ups. It provides flexible pricing plans that allow you to find detailed customer purchase histories or stack them together for an all-in-one CRM solution. Features: Integration: Microsoft Teams, Dropbox, Slack, Zapier, Google Drive, etc. Free Trial: Free Forever
Lead management tools Email campaigns & Automation Social media integration Sales pipeline management Contact relationship management Collaboration tools for team Offers document management features, including e-signatures
Key Specs:
Free Trial: Free Forever Plan Support: Live chat, telephone, online meeting Integrations: Gmail, FreshBooks, Mailchimp, CloudTalk, Aircall, etc. Supported Operating Systems: Windows, Android, iPhone, Mac, etc.
Visit HubSpot » Free Forever Plan
7) ClickUp – Best for handling all your CRM needs, from tasks, documents, chats, contacts, goals, etc
ClickUp is a CRM tool that makes it easy to organize and grow your customer relationships by tracking data visualizations in a single place. It helps you to analyze data for customer insights. It helps you to filter and search for a specific task with ease. This CRM for start-up also allows you to assign multiple tasks with just one mouse click. Features: Integration: Google drive, GitHub, Bitbucket, Cloud, etc. Free Trial: Free Forever Plan
ClickUp helps you organize your accounts in a list, Kanban board, or tables for instant data entry. You can assign multiple tasks with a single mouse click. It allows you to plan and track tasks.
Key Specs:
Free Trial: Free Forever Plan Integrations: Google drive, GitHub, Bitbucket, Cloud, etc. Supported platforms: Windows, Mac, Linux, iOS, Android, etc.
Visit ClickUp » Free Forever Plan
8) Act! CRM
An ACT is an all-in-one CRM for sales and marketing tool which allows you to generate repeated clients. It is one of the best Lead Management software for small businesses that allows you to perform advanced contact management and email marketing features.
Features:
It helps you to keep all your contact & customer details Act offers customizable dashboards integrations with Outlook, Gmail, Zoom, and DocuSign. You can unlock the full potential of Act! with Custom Tables! Manage detailed Optimize methods you and your team communicate with prospects and customers It helps you to generate repeat clients and build even stronger relationships. Supported platforms: Android and iOS apps
Visit Act! CRM » 14 Days Free Trial
9) Keap – Best for sales and marketing automation platform for beginners
Keap is an ideal option for young entrepreneurs looking to spend their time running their business instead of managing customer data in a highly comprehensive but quite complex CRM system. It allows you to trigger your email marketing campaigns based on customer behavior. It also allows you to set up any number of marketing campaigns for new and old customers, with tailored email marketing messages.
Features:
Offers marketing and sales automation suite that is intuitive and easy to use Offers CMS with powerful segmentation, tags, filters & custom views Provide a wide range of lead generation tools, including lead scoring, contact forms, and intelligent search Engagement CRM tools to nurture leads through the sales funnel, using automated drip emails feature Customer data management with email integration and customizable notes
Key Specs:
Free Trial: 14 days Deployment Type: Cloud-based. Integrations: Gmail, JotForm, Outlook, WordPress, Zapier, etc. Supported platforms: Web-based, Android, and iOS.
Visit Keap » 14 Days Free Trial
10) Streak – Best for start-ups using Google Workspace applications
Streak is a popular CRM system for any startup business. This CRM tool helps you manage the sales pipeline inside Gmail and maintain your business relationship and partners. You can use all of your different data points to filter all the information in your pipeline. It also allows you to automatically share emails, notes, and call logs with your team.
Features:
You can link together the communication of separate teams You can easily maintain data control by using the assign permission roles feature Track all your contacts in a pipeline Use mail merge to send mass emails Easy integration with 900+ platforms
Key Specs:
Free Trial: Basic Free Version Support: Live chat, telephone, and email. Integrations: Full Integration with Gsuite and 2000+ other apps. Supported platforms: Android and iOS.
Visit Streak » Basic Free Version
11) Close – Best for centralized lead generation and sales pipeline
Close is a CRM tool for starting up to manage your relationships with leads and customers. It offers impressive sales automation features which can help nearly any lead generation or sales process. This CRM software helps you centralize much of your lead generation and sales pipeline and organizes your entire team.
Features:
It provides the feature for HTML customization so you can easily brand your campaigns It helps you to remain focused on the deals that matter most It allows you to schedule your emails to send when you want
Key Specs:
Free Trial: 14- days Integrations: ZapierMailchimp, Zapier, Asana, etc. Email Automation: Built-in Supported platforms: Web, Mac, and Windows.
Visit Close » 14 Days Free Trial
12) Freshworks
Freshworks helps you accelerate your revenue with context-driven sales, and it helps you grow customer value with integrated sales and support. It is one of the best CRM for start-ups that bring sales and support functionalities together with the Freshdesk Integration.
Features:
AI-powered Predictive Contact Scoring Easy integration with Freshdesk and Slack Simple set up and Clean UI Contact Lifecycle Stages This free crm for startups offers easy to use Contact and Account Management features
Key Specs:
Free Trial:21 Days Support: Live chat, telephone, and email. Integrations: Gmail, PayPal, Slack, Zapier, Outlook, etc Supported platforms: Web, iPhone, and Android.
Visit Freshworks » 21 Days Free Trial
13) Insightly – Best for start-ups that want project management tools within their CRM
Insightly is one of the best CRM for start-ups, which helps you keep all your current and prospective customer data to optimize your productivity. It enables the sales team to establish a relationship with the client, and it allows you to track relevant lead information is possible. This CRM provides a more comprehensive range of marketing tools within your system.
Features:
Project management capabilities Built-in event management tools Offers mobile app with business card scanner, data sync, and voice notes Allows you to manage projects like these through milestone and task tracking It offers the ability to convert opportunities into projects and sync them with your calendar.
Key Specs:
Visit Insightly » Lifetime Free Basic Plan
14) Agile CRM – Best for New businesses that want a range of free sales tools
Agile CRM is best for new businesses that want a range of free sales tools. This CRM for start-ups focuses more on lead management and marketing automation. You can manage contacts, track deals, automate calls and voice mails, and much more. It enables you to close more deals through its contact and nurturing analytics. It also includes email and campaign tracking and templates for marketing channels.
Features:
It lets you view contact data from the client conversation, call, etc. It allows you to sync Agile CRM data with Google calendar to help you get instant notifications about upcoming meetings. This workflow automation tool helps you track the buyer’s history. It allows you to maintain insights with reports and advanced analytics.
Key Specs:
Free Trial: Free Basic Version for 10 Users Support: Chat and Email. Integrations: Shopify, Magneto, Joomla, Drupal, WordPress, Zapier, etc. Supported platforms: Web, Android, and iOS.
Visit Agile CRM » Free Basic Version for 10 Users
15) Salesflare – Best for collaborating more efficiently on customer conversations
Salesflare is a CRM tool that intelligently brings the opportunities to the surface for which action is due and shows the information you need to take. It is an intelligent CRM & sales enablement platform used by thousands of small and medium-sized B2B businesses. It helps you to collaborate more efficiently on customer conversations.
Features:
Workflow management Integrate your sales toolset Automatic logging of meetings and phone calls. Provides a handy document folder per customer.
Key Specs:
Free Trial: 30 Days Deployment Types: SaaS Support: Chat and Mail. Integration: Gmail, Office 365, iCloud, Zapier, etc. Supported platforms: Web, Apple iOS, Android, Mobile Web
Visit Salesflare » 30 Days Free Trial
16) Copper – Best for robust revenue analytics that offers more visibility
Copper is a CRM tool that captures all your contact details and emails so that you can use them whenever you like. It allows you to add leads, update deals, and create Google Calendar events. It allows you to manage your contact by customizing contact types of categories of business relationships. You can deliver robust revenue analytics that gives you visibility.
Features:
It allows you to pull data and customer interactions from anywhere Automatically in Copper when you begin. Offers real-time currency conversions. You can access the sales funnel in real time. Email Sequences & Drip Campaigns. This best crm for startups helps you to build to work seamlessly with G Suite. It provides many templates that help you to send emails in bulk.
Key Specs:
Free Trial: 14 Day Email Automation: Built-in Integrations: HubSpot, Mailchimp, Docusign, Quickbooks, Mailchimp, Zendesk, Zapier, Wix, and more. Supported platforms: Web, Android, and iOS.
Visit Copper » 14 Days Free Trial
FAQ:
Monday Pipedrive Zendesk Zoho Salesforce Hubspot Clickup
Collaborative CRM systems: Collaborative CRM systems are breaking down silos. Often the marketing team, sales reps, and customer support agents are all in different departments and not properly connected with each other. Each of those departments is further separated based on geographic locations, channels they serve, products they focus on, or skill specialties. Operational CRM systems: This type of CRMs helps streamline a company’s processes for customer relationships. They provide tools to better visualize and handle the full customer journey more efficiently. Analytical CRMs: This type of CRM focuses on helping you analyze the customer data you have to gain important insights. Digital tools and platforms now make it easy to collect large quantities of data.
CRMs help in tracking everything from sales leads to customer data. They offer automation and integration capabilities that make working with various cloud-based applications easy. It helps to track sales leads to customer data. You can easily segment your contacts by location, deal size, close date, and more to find the warmest leads to focus on. They also make it possible to manage complex customer relationships and keep track of billing and shipping data. CRMs also provide users with a dashboard that helps them keep track of all the important data. It helps you to increase the revenue and profitability of any business.
Reporting: A good CRM for a start-up will help you track your activities and generate reports to show your data, which helps you to make informed decisions. Ease of Use: CRM software offers lots of options, so it’s important to select a tool that’s easy to use for you and your team. Integration: The best CRM for a start-up is one that easily integrates with other tools and services, allowing you to automate multiple processes. Customization: When you’re choosing a CRM, make sure it lets you customize workflows and processes since every business is different.
Step 1) First, it is important to identify your needs and assess which CRM is best suited. Step 2) You also need to test out the different features of the CRM to make sure that it is user-friendly and meets your needs. Step 3) Once you have decided on a CRM, get it installed and configured correctly. Step 4) Lastly, you need to train your team on how to use the CRM and keep up with regular updates.
Rule-based automation typically uses predefined rules to automatically update data in the system. It is easier to set up and manage, but it can be less flexible and customizable. On the other hand, Scripting allows for more dynamic and flexible automation, allowing for more customization and control over how data is updated. It can be more flexible and customizable, but it can be more time-consuming to set up and maintain.
So, the best approach depends on the specific needs of your CRM system and the type of automation you are looking to implement.
