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

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There are plenty of cloud CRM solutions that information technology (IT) novices can employ. You don’t have to make a large investment in physical information technology (IT) infrastructure or hire IT staff to manage your CRM. Many CRM solutions are available as software as a service (SaaS), which means that you only pay for what you use and can stop using it at any time. If you communicate with your customers through multiple online channels, you need the help of an inexpensive CRM software to keep track of all your interactions.

Zoho CRM: Best for Multichannel Marketing

There are over 7 billion mobile phone users with one thing in common — they expect to receive a good user experience on any device. Your CRM needs to work on multiple devices, so your sales, marketing, and customer service teams have all the information they need wherever they are. This is especially important in the current scenario, where more and more employees work from home or if you have sales reps based cheap crm for startups in multiple regions. A mobile CRM like monday sales CRM allows your team to seamlessly log calls on the go ensuring no lost information and giving you more time to close leads. But what’s important in client relationship management software for small business, in particular? You don’t want a tool that’s too basic, too focused on the CRM side of things—something that will limit you later on, forcing a switch.

I would recommend this tool for startups looking for personalized automations. These sales and marketing automations let you optimize your customer’s experience and effectively manage your daily activities. Hubspot is an all-inclusive solution designed to help entrepreneurs build their businesses from scratch. It offers a strong suite of sales automation tools, marketing automation software, and integrations with third-party apps like WordPress.

Salesforce Essentials Key Features

These tools let you provide better service to your customers and capture valuable insights into what your clients want. For those looking to unlock even more advanced capabilities, upgrading to our paid plans is both easy and cost-effective, with pricing starting as low as $10 per month. If you want a simple solution to scale business operations with a CRM that offers a drag-and-drop interface and marketing automation, this can be a top choice. It integrates seamlessly with other marketing automation tools to keep your workflow streamlined. ActiveCampaign is certainly among the best CRM software for startups, with a whole lot to offer in marketing and sales automation, but it can also get pricey as you scale. Store all customer data in a central location to improve the company’s data organization and data flow.

cheap crm for startups

Although it lacks some of the competition’s features, we appreciate its more minimalist approach. Maybe you think of customer relationship management (CRM) systems as software that’s primarily designed for large enterprises, but this isn’t the case. Plenty of vendors aggressively target smaller businesses with their CRM products, and with good reason.

The HubSpot Customer Platform

Zoho offers a full-featured CRM package, but its separate Bigin offering is aimed at small businesses. It’s designed so that anyone can start managing contacts and sales pipelines right away, regardless of their past experience with CRM systems. It also offers a robust mobile app, so sales pros can easily access their tools on the go. The software helps you organize customer data, track sales, and support customers from a centralized dashboard. Integrations with tools like ActiveCampaign, Zapier, and Docusign further enhance its appeal.

  • EngageBay is another excellent option in terms of affordability, bringing marketing, live chat, and customer service together with the core CRM features.
  • HubSpot is a hybrid tool that combines CRM with marketing and help desk capabilities.
  • They can also offer a personalized customer experience to your leads, helping close deals faster.
  • Insightly has paid plans that start at $29/user per month when billed annually.
  • Sales is a difficult and often fast-paced profession, which means your employees could actually feel burdened by the very tool you purchased to help them.
  • Store customer data in the CRM so that users can pull up the data in an efficient manner.
  • is a project management system designed to give you a flexible and transparent way to organize your work.

When you finish the onboarding, you’ll be prompted to add your leads, tasks, and appointments right away. Link that opens help, in case you need to understand what’s happening at every click. Freshsales also explains how you can leverage these features to help your business run smoothly. And hey, if something ends up being too cryptic, you can hop on the phone with the Freshsales team, something that not all other options on this list offer on all plans.

Most Comprehensive CRM Platform

The cost of CRM software for startups would depend upon the features you need and the number of team members. To find areas you need to improve, you need to track the performance of your entire organization. CRM software offers sales performance management systems where it keeps track of the performance of your entire team.

cheap crm for startups

She is a former Google Tech Entrepreneur and she holds an MSc in International Marketing from Edinburgh Napier University. Until recently, the majority of industries employing CRMs have been large corporations working in consulting, insurance, real estate and distribution. Now, more industries than ever before are recognizing the value of CRMs and finding ways to integrate these tools into business operations. A report from Stellaxius showed overall CRM usage increased by 18% between 2018 and 2019.

When to Use Pipedrive

Startups can’t afford to blow their money on a host of “premium” tools they won’t use. Monday sales CRM pricing plans are reasonably priced, and our feature list is endless. You can build a best-in-breed CRM and project management tool using our platform, all at a much lower cost than buying those tools separately. We first looked at features relevant to any business regardless of its lifecycle stage or industry. A mobile app, for example, lets startups manage their sales while on the go while robust customization lets them create a CRM system that suits their unique operation. We also evaluated integration options for a new business to connect and sync data with other apps and reporting tools to help track performance and forecast growth.

Copper offers a free 14-day trial to its users, where you can sync your calendars, get access to sales automation, collaborate with your teams, and manage your sales pipeline. This CRM tool lets you track and manage your leads with a customizable dashboard. You can quickly trigger marketing automation, follow up with your customers, nurture your leads, and follow through the sales funnel. Freshsales is one of the best CRM software for startups that boosts your team’s efficiency by automating your repetitive tasks. The platform automatically assigns leads to handpicked salespeople and improves your sales reps productivity. With marketing automation, you can also automate email templates, workflows, and chat campaigns.

The Key Benefits of CRMs for Startups Why You Need One

Sendinblue leverages the efficiency of the marketing campaign by automating the marketing process. Restrict view or access to specific files on Streak based on the employee’s role in the organization. Visualize the sales cycle and identify where in the sales funnel a specific deal is.