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Experts Tell us the Best CRM Software For Startups

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This article showcases our top picks for the Best CRM Software For Startups. We reached out to industry leaders and experts who have contributed the suggestions within this article (they have been credited for their contributions below).

We are keen to hear your feedback on all of our content and our comment section is a moderated space to express your thoughts and feelings related (or not) to this article This list is in no particular order.


HaloPSA

This product was recommended by Finlay Brown from Halo Service Solutions

All-in-one Professional Service Automation (PSA) software with many integrations available allowing Managed Service Providers (MSP’s) to centralise their systems and run their business under one platform. Great price compared to competitors and offers a more modern and intuitive platform with same functionality.


Really Simple Systems

This product was recommended by Todd Ramlin from Cable Compare

For startups, one of the biggest issues can be the budget, how to get the most out of the little money that you have. Fortunately, when it comes to CRM solutions there are a lot of free options that can be expanded later for a fee and one of the best in this category is Really Simple Systems. The name says it all, it’s simple and easy to use but it doesn’t lack sophistication. The free version includes many of the core features such as sales automation and customer service and allows unlimited contacts and up to 100 MBs of storage. Free users can access management tools for contacts that update in real-time and leads to convert contacts into sales. Even if this CRM solution doesn’t meet your needs it won’t cost you anything to find out so it’s worth giving it a try.


Zendesk Sell Software

This product was recommended by Jatin Kumar from SoftwareAdvice

Key features- – B2B and B2C sales, capture, organize and properly track leads. – Standalone sales automation module. – Capture, organize, and properly track leads. – Integration with MailChimp.


Infusionsoft by Keap

This product was recommended by Jatin Kumar from SoftwareAdvice

Key features- – Segment contacts, track customer interactions, send emails, campaign. analytics tracking. – Manage e-commerce, from inventory management to payments and purchase fulfillment. – Integration with QuickBooks, SalesForce, Outlook, Gmail..


SuperOffice

This product was recommended by Adelina Karpenkova from Joinative

We’ve chosen SuperOffice to manage interactions with our prospects and customers. The platform allows us to set up email campaigns, activate link triggers, manage pipelines, and create workflows for any stage of the sales process. Compared to the solutions that we used previously, the platform provides a better toolkit for both marketing and sales teams. Finally, our marketers and salespeople can align their efforts and close more deals.


Hubspot CRM

This product was recommended by Shiv Gupta from Incrementors

It is one of the best tools for a startup. This is for enabling customers to relate stronger with their customers. It is the most useful to maximize and simplify one’s inbound marketing efforts. From a business standpoint; I like the way it lends itself to company culture adoption. Oftentimes with CRMs, the biggest challenge businesses face is getting their sales and marketing teams to use the CRM day in and day out to deliver the results they’re looking for. HubSpot’s CRM gives sales & marketing personnel of all experience levels an easy-to-use, highly intuitive, and logical interface, that makes the likelihood of full adoption high.


Freshworks CRM

This product was recommended by Brack Nelson from Incrementors

Fully featured with event tracking which tracks your customers’ complete life cycle—from a website visitor to a sales qualified lead, deal management-AI power assistant provides a bird’s eyes view of the ongoing deals and highlights those need your immediate attention, Advance reporting which gain actionable insights on sales performance with in-depth analytics, Automate & Personalized emails. Freshworks CRM is a fully built-in phone & chat which engages with your prospectors and customers on their preferred channels such as phone, chat, or email.


Nutshell CRM

This product was recommended by Steve Johnson from Boot Mood Foot

Nutshell CRM might be the best for startup businesses. It is primarily a web-based software but now available on mobile for both iOS and Android. It’s quite simple to use, but it’s packed with powerful features. It allows sales automation, team collaboration, analytics, and more.


Copper CRM

This product was recommended by Elizabeth Hicks from Parenting Nerd

One of the most suitable CRM softwares for startups is Copper CRM. Copper offers friendly features for startups like automated data-entry smart identification, lead and customer tracking, and sales contacts and opportunities optimization. The easy integration with G-suite tools makes importing data seamless. Google tools are something businesses use very often. However, importing data from excel can be a problem, and you might need to do that manually. The software is very easy to use once you have invested some time to learn it. The drag and drop functionality and straightforward management of the sales pipeline allow you to perform all the actions conveniently. The software’s basic plan starts at $25 per month with full G-suite integration and offers two more pricing plans.


Close CRM

This product was recommended by Mo Mulla from Parental Questions

Close is probably the best CRM for startups that offers all kinds of supportive features to improve the customer support and marketing efforts of our company. For the purpose of marketing, Close provides us with voice call and recording, SMS, and email services to promote the products and services. For customer engagement, this CRM offers some amazing features like pre-recorded voice messages and the predictive dialing feature which allows our sales representatives to dial multiple numbers automatically. What’s best about this software is that it synchronizes and integrates well with important platforms like Facebook, Slack, Zendesk, and Google Sheets. I would recommend this to every startup to manage their customers easily and effectively.


Agile CRM

This product was recommended by Collin Matthews from Cookwared

Agile is one of the most renowned CRM softwares targeted at startups in particular. If you have a small setup of about 10 users, then you can benefit from their free package as well. Agile is a diverse platform which supports contact management, marketing automation, real-time alerts, and VoIP telephony, social suite, and email and web tracking. Another great thing about this software is that it also enables me to schedule my meetings and appointments. All I have to do is input my calendar into the system once and the software then automatically looks into all my voice-calls and follow-ups.


8×8

This product was recommended by Nina Jensen from 8×8

8×8 is a great option when leveraging your workplace for a startup. There is everything you need in a single app, from an administration platform to powerful management and analytics services. It helps startups manage and effectively onboard employees, keeping a strong competitive advantage; while ensuring safe and secure communications.


Salesforce

This product was recommended by Rachel Knutson Kobold from Beyond Warehousing

Salesforce offers scalability, endless reporting, customization, and multiple integrations which streamlines processes. The integrations have saved us a lot of time by minimizing the need to manually enter information. Salesforce’s customization has been very useful for us as a start-up company because we can add things as we put processes in place and change them as we improve those processes.


Insightly

This product was recommended by Dusan Stanar from VSS Monitoring

The top CRM I’ll suggest for startups is by far Insightly. If you just want the best all-around software, you might wanna check out Insightly, which has the highest overall rating out of all software options. This cloud-based platform is commonly geared toward startups or small-sized businesses that want to have marketing tools twisted with sales capabilities. The software does a very good job of organizing all of your leads and sales in one place and then using analytics to offer important insights. Standout feature: Insightly has a powerful lead routing feature that tracks vital information about your leads, including marketing campaign source, phone calls, and tasks. It sends leads to the correct person on your sales team automatically so that they can be followed up with before the lead goes cold.

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Experts Tell us the Best CRM Software For Startups

Experts Tell us the Best CRM Software For Small Business

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