CRM For Startups Guide For 2023: Best Features To Look For

The right CRM will integrate with the best email marketing software to help you automatically capture leads and add them to your CRM system. While many professional companies use specific email solutions, many startup CRMs will allow you to use Gmail or Outlook for your business email. This is a valuable feature for small businesses because it helps ensure that nothing gets forgotten and everyone is always on track. Small businesses need to be able to track and manage tasks effectively.

  • Integrations allow you to leverage emerging technologies and improve your business processes.
  • You’re considering a CRM for your startup, but you’re already stretched thin.
  • TRUiC’s team of researchers, writers, and editors dedicate hours to ensure’s articles are actionable and accessible for both startup founders and startup enthusiasts.
  • Compile the information gathered from team members, along with your business goals and timeline markers to create the list.
  • Consolidated data makes it easy to identify trends and predict future behaviors.
  • Admittedly, features are a bit light, particularly advanced options for sales, marketing, and customer service like you’ll find in Zoho CRM.

Zoho CRM is used by more than a quarter of a million businesses worldwide to increase sales and close more deals. The dashboard that comes up when you start using the product gives you an excellent overview of your sales pipeline. also allows you to create custom workflows to automate your processes, making it easy to tailor the software to your specific needs so that it works the way you want it to. With Monday, you can also create custom workflows to automate your processes, making it easy to tailor the software to your specific needs to work how you want it to. Now that you know what to look for in CRM software for startups and small businesses, let’s take a look at some of the best CRM software available today. In this article, I will share with you the best CRM software for startups and small businesses today, so you can decide which CRM software to go for.

Nextiva (top CRM option for startups that need advanced VoIP capability)

Some of these include faster setup, affordability, customizability, and simplicity. You can create custom fields and forms, add tags and labels, and even set up automated workflows. This ensures that all the data you need is organized in a crm for startups way that makes sense for your business. Overall, Maximizer CRM is an ideal choice for startups looking to get up and running quickly with powerful forecasting, analytics, deployment flexibility, and pipeline/deal management capabilities.

We’ve done the research and found that Freshsales Suite is definitely the best CRM for startups for a number of reasons. For starters, it offers low cost pricing plans, starting at only $15 per user, per month, that can get you started without a big financial commitment. Even better, you get access to that plan completely free, as long as you have three users or fewer, a very attainable limit for the average startup. With tons of features and an easy-to-use interface, Pipedrive is one of the best sales CRM for startups. Get a full view of your entire pipeline with a single glance, receive accurate forecasting to plan for growth, and use AI technology to automate tedious tasks.

Really Simple Systems CRM

Whether you need a CRM for your sales team, for marketing, customer service, your operations team or all of the above, there are free features for each division. Its visual pipeline is easy to use and helps you keep track of your deals, making it a good choice for businesses that are growing their sales teams. With its mobile app, users can also stay productive, no matter where they are in the world. Salesforce offers a wide range of services, including simple lead management, complicated workflows, and personalized sales pipelines. And despite it being not the easiest CRM to use, it’s certainly among the most intuitive, and with time and practice, it’ll prove to be a vital tool for many businesses.

To increase sales, you can keep all the contact information organized and access it appropriately. Every customer interaction can become more personalized with the implementation of BIGContacts. It also allows you to access the social media profiles of your contacts to understand their likes and preferences. The cherry on top is its marketing integration, allowing you to reach new prospects and sell more properties. Several real estate agents trust BIGContacts for generating leads, managing listings, and making more sales. Like SugarCRM, Nimble doesn’t offer a free plan, but its paid plans start at $9/user/month if billed annually and give you all the essential features you might need.

What Makes a Great CRM Software?

You can also create custom fields to track data that’s important to your business. Its free plan even includes project management features, such as milestones, task tracking and calendar syncing. Pipedrive is a well-known CRM that was developed by and for sales teams, and as its name suggests, it primarily focuses on sales pipelines.

What is CRM for startups

Collaborative CRMs allow teams in and around your company to work together more seamlessly to create better customer experiences across customer touchpoints with your brand. Such teams include internal teams like your sales, customer service, technical support and marketing teams. It also often streamlines communication across your company’s vendors, technical support reps, suppliers and distributors.

Which are the types of CRM for startups?

With Zoho CRM, you can set long-term key performance indicators (KPIs) and monitor sales rep performance via dashboards. This way, you can encourage employees to maintain a long-term customer relationship even when deals have been closed. In fact, it’s one of the most important tools for startups because it helps them accomplish so much.

It offers unlimited calling across the U.S. and Canada, unlimited video calls, collaboration tools, and even free local and toll-free numbers. With competitive pricing starting at $23.95 per user per month, Nextiva is designed to scale with your business, making it a perfect fit for small to midsize companies. Affordable and packed with robust features, Insightly offers scalability that ensures you’ll never outgrow it. Imagine the ease of converting quality leads to opportunities, managing them effectively, and growing your business faster than ever.

Will this CRM platform help your startup grow?

When it comes to CRM for startups, the right tool should help with various customer interactions at all business stages – from lead generation to getting long-term business advocates. Insightly helps deliver a world-class customer experience by aligning your sales and marketing efforts. With personal and productive experiences, Salesmate helps startups focus on their core business and relationships. One great feature of is that you can input leads from any source, so your sales team can focus on selling, not data entry. Overall, CRM software is an important tool for any startup looking to grow and scale successfully.

What is CRM for startups

While some CRM platforms may have sophisticated analytical tools, Apptivo demystifies this by breaking down win-loss analyses, sales projections and performance metrics into digestible visuals. This means actionable insights are more readily available, even for those who aren’t data scientists. Freshsales is best for businesses that need a CRM with comprehensive lead management. Chances are your team will need some training before they can make the most out of their new sales stack. But the key to successfully adopting a CRM at your startup is maximizing its positive impact while requiring as little effort as possible from your sales team.

Pipeline Management

While HubSpot might be our top pick as the best CRM for a startup, your choice should revolve around your startup’s distinct needs, industry focus, and budget. Considering these factors will ensure you choose the CRM system that best propels your startup toward growth and success. Salesforce is the go-to if you’re in the SaaS startup space, given its specialized features that cater to this industry.

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