Gather feedback on the user experience reported by your team members, then make a choice based on that feedback. In that interaction, your team member learned that the customer prefers to interact with your company via text and notes this in your CRM. For example, your data may show that 25% of your customers in Florida searched for a particular product during beach season.

Let’s take a deeper look at the top free CRM for startups in 2023, with HubSpot leading the way for businesses around the world, no matter what size or scale. We’ll review the key features, integrations, scalability, and more, including the key advantages and disadvantages of each one so that you can make an informed decision. However, Excel can get messy, and you won’t have more advanced features like automated workflow automation or detailed reporting. HubSpot offers a free version of their platform that’s ideal for startups that don’t want to invest in paid software right away. Salesforce and Freshsales also offer a free trial period where you can test out all the features before deciding if it’s the right choice for your business. Startups need an effective way of keeping track of customers’ interactions with their business to ensure customer satisfaction and loyalty.

Choose a platform that grows with you

Other CRM tools not mentioned in this article include Salesforce and SugarCRM. You can also integrate and stay connected with the apps you crm for startups use daily, ensuring no disruption in your business workflow. Integrations with other products made by this platform are very well-made.

It also provides a unified dashboard for marketing, sales and customer service functionalities, which avoids the cost and complexity of integrating multiple stand-alone tools. HubSpot’s detailed list segmentation enables granular targeting, giving businesses a leg up in creating personalized marketing strategies. SugarCRM can be more complicated than the other solutions on this list to figure out. But, once you do, you have opened a new world of possibilities for a more reasonable price than its competitors that offer similar functionality. Its predictive analytics capabilities are second to none, and the platform is highly customizable.

Close (best CRM tool for startups who want robust tracking and reporting capabilities)

Your CRM should be affordable and provide a great ROI in the long term, not just now. Customer relationship management, as a methodology, is a big-picture approach to your company’s relationships. It integrates all touchpoints and interactions you have with people in relation to your business. Check out these popular CRMs for startups ranked highest to lowest, according to G2 software review scores. is a project management system designed to give you a flexible and transparent way to organize your work.

  • It offers popular features like social media and email integrations, analytics and reports, staff management dashboard, and collaboration tools.
  • Insightly offers all the CRM features, including Contact Management, Pipeline Management, and Task Management.
  • As for the features, Sugar’s Sales CRM stands out due to its AI-powered data analysis capabilities, which can predict the likelihood of getting a lead to convert, forecast sales, and more.
  • It allows companies to track and analyze all interactions with customers and potential customers to increase customer engagement and satisfaction, which means more deals can be closed faster.
  • In fact, you can build detailed reports on sales activities, measure crucial metrics like conversion rates, and get real-time data on performance to make improvements based on informed judgments.

Other features include a leads filter, sales management, workflow management, and third-party integration. Customer Relationship Management software can help businesses organize essential data from different sources into one convenient location. It allows companies to track and analyze all interactions with customers and potential customers to increase customer engagement and satisfaction, which means more deals can be closed faster.

Best Digital Workplace Software for Modern Teams 2023

Zoho CRM, and EngageBay are Forbes Advisor’s picks for the best free CRM plans. You can try it out for free for 14 days, and pricing starts at $14.90 per user per month when paid annually. With the Advanced plan and above, receive customizable email templates and signatures, email open and click tracking, email scheduling, video call scheduling and two-way email sync. It allows users to visualize their entire sales pipeline easily, and customize it to fit their needs.

What is CRM for startups

The platform also provides solutions for marketing and sales, making Insightly an excellent option for scalability. All of Close’s pricing plans, excluding the top-tier one, are limited to email support and a self-service help center, so it may take a while to solve issues if you ever get in trouble. Close is an all-in-one CRM platform that’s specifically designed for startups and small businesses. As for the integrations, Keap integrates with various tools — From eCommerce and landing page platforms to email, membership, and lead generation tools. However, the sheer variety of possibilities can become a little overwhelming for new users, so it might take a while until your team members get to learn the ropes.

Ability to Integrate With Other Platforms

Monday Sales ensures that you can access your data from anywhere, anytime. Whether using a laptop or mobile device, you can keep track of your sales process and adjust your strategy on the go. With the power of Zoho CRM, startups can effectively manage contacts, automate marketing tasks and track sales performance — just don’t expect the AI assistant to be as advanced as that of Salesforce.

What is CRM for startups

Consequently, they have a minimal learning curve and provide excellent value for money. If you’re interested in free packages, Streak, Bitrix24, HubSpot CRM, ClickUp, and Agile CRM are what you should look at. They do not have a maximum user limit, except Agile’s which is available for up to ten team members, while they offer a solid set of features considering that they’re free.

HubSpot CRM (best CRM for startups

In the future, even more industries and businesses, regardless of size, are expected to begin using CRMs. Lastly, we included our expert opinion based on a great deal of first-hand experience using these different CRM services across several different use cases. We also considered factors such as ease of use and value for price based on the quality of the available features. For pricing, we considered the cost per user per month for each paid plan, minimum user requirements, introductory pricing, the availability of free trials, free trial length and money-back guarantees. Small to medium-sized businesses seeking an affordable, scalable solution to organize and automate their sales operations.

You can start with the basics and add functionalities as your business grows without feeling overwhelmed. The lack of a free version might be a hurdle, but the robust features in the paid plans, combined with a trial, ensure that you invest in what truly works for your startup. Growing your network, fostering loyal customer relationships, and boosting your revenue becomes simpler with Zoho. Its integration across various business domains like finance management, human resources, and IT management ensures that you have a holistic tool to manage your startup’s needs. Essentials is available with the Service Cloud and the Sales Cloud and starts at only $25 per user per month. With a very intuitive interface, even users unfamiliar with CRM software will get onboarded quickly.

Zoho CRM (a great cheap CRM for startups)

For companies engaged in subscription-based sales, SugarCRM offers a renewal console called Sugar Sell. Users also appreciate SugarCRM’s powerful AI-engine, which can make accurate predictions even with incomplete CRM data. CRM platforms typically provide many basic data visualization tools, such as graphic reports (for example, of sales activity) and real-time dashboards to monitor KPIs and metrics. It’s easy to see how banks, insurance agencies and casinos would have different requirements for CRM. After all, their Cs (customers) are different, and their Rs (relationship with their customers) are different, so it’s no surprise that they’d be managed differently as well. With our simple, intuitive, agile CRM software there’s no need for a 200-page list of functions or a two-day training course with a steep learning curve.