6 Best CRM Tools for Startups in 2023

There are only so many hours in the day, which means salespeople are typically going to be strapped for time. Rather than hiring on more personnel, startups using a CRM platform can manage more tasks hands-free using SFA, or sales force automation. You can get access to a “lite” version of all of Hubspot’s marketing, sales, operational, and customer service best CRM for startups tools without spending a penny. Salesforce Essentials can help you to organize your customer data, track sales, and support your customers from one centralized dashboard. You can also integrate it with other tools in your stack like ActiveCampaign, Zapier, and Docusign. This best crm for startups helps you to build to work seamlessly with G Suite.

The best CRM options include critical features sought by startups, such as lead management, marketing automation, and customization features. We’ve reviewed dozens of products to identify the best CRMs for startups. Close is a CRM application for managing your relationships with prospects and customers when you are just starting up.

Ready to try a CRM for your startup?

It includes email, phone, social, and live chat communication channels. The software allows for social media analytics and account management. HubSpot offers a free plan with limited email marketing features, a sales pipeline, and integrations. If you need more, HubSpot offers a wide variety of plans and bundles. Really Simple Systems offers startups excellent lead and pipeline management features for a minimal cost. Additionally, this CRM is well-known for its product usability in terms of setting up a new account, using the built-in features and navigating the interface from module to module.

Forms and automation make it simple to collect account information. Centralized client outreach with email integrations and a single email hub. Includes lots of support documentation to help you get started. The best option for companies looking for an “all-in-one” platform.

ServiceWise

This feature includes but is not limited to tools for data import and exports. A good CRM software will also have integration application programing interfaces and the option of integrating with a large range of third-party applications. With the sales team more or less on the road, it can be hard to keep track of progress. A good CRM software allows for real-time updates across devices.

The fourth and final plan is $79.99/month and is best for larger companies/enterprises. The first plan is free and contains all the necessary features for your startup. Zoho CRM has a 4/5 rating and its users enjoy the customizable automations and efficient cloud system. Even though Keap can be costly, the features are worth the customer reach and satisfaction you and your business gets.

Set a budget.

To choose the best CRM software for your startup, identify your small business needs. Agile CRM has been around for a decade, quietly building a loyal fanbase, thanks to its surprisingly useful free plan and pro-grade advanced features. While it may not be suited to larger startups, small to medium-sized brands will love the platform’s intuitiveness. Use built-in email marketing tools to stay in touch with prospects at all times.

Pipedrive is best for small businesses that need a strong core set of basic CRM features, but don’t want all the fuss that comes with a more robust system. It allows you to manage your leads, contacts and deals in a clean, intuitive visual interface. One major issue preventing Pipedrive from having a higher score is its security. You only get notified about suspicious logins, potential data leaks and loss if you have the Enterprise plan, which should come standard with any plan, no matter your CRM provider.

How can a CRM help your startup grow?

It also prepares sales forecasts using machine learning to predict which leads will generate sales. The lead management feature helps you to store lead information, estimated revenue, etc. Zoho informs you about the website pages that your leads view.

• It allows you to maintain insights with reports and advanced analytics.
• There’s a lot of buzz online about SMS statistics, and it looks like it’s the hot new way marketers connect with customers.
• Make the most of Agile’s modern features & integrations, easy implementation and great support at an affordable price.
• It’s designed to be user-friendly and with a simple dashboard, you can automate your sales, marketing, and customer service.

Want to learn more about how Agile CRM supports startups and small businesses? Our Agile CRM review offers detailed insights on product features, integrations, system usability, and additional best-for scenarios. With cloud-based startup CRMs, you don’t need to invest in building and managing expensive IT infrastructure. Your sales reps can access customer data, manage leads, and convert prospects on the go all over the world.

Is there a truly free CRM?

User reviews on credible websites such as Capterra and GetApp to better understand how effective and functional the CRM tool is. Of businesses believe CRM plays an integral role in improving customer satisfaction and helping achieve business goals. Startups, especially, require a CRM tool that has an easy-to-use interface.