A major benefit of using a CRM is that it has the ability to track customer information, manage sales pipelines, and perform other activities that help businesses grow. With Oracle NetSuite’s Sales Force Automation feature, you can easily manage sales pipelines, track customer activity and interactions, and assign tasks to team members. Lacking oversight of these activities can lead to missed opportunities and inefficient use of resources. One last thing worth mentioning is that Maximizer CRM’s pipeline and deal management features provide startups with the ability to track leads, deals, and opportunities easily.

What is CRM for startups

It’s grind time and go-to-market speed is the way you are going to win. Note that you only have the option to choose a yearly subscription across all plans. In https://www.globalcloudteam.com/ terms of customization options, Insightly allows you to tweak email templates, data capture, form fields, dashboards, reports, validation rules, and more.

Service and Support (10%)

We also look at the depth of online knowledge bases, specifically whether they include articles, FAQs or video tutorials that allow users to find solutions independently. No matter what your focus is, make sure robust data security and customer support features are on the must-have list. Required software security features are two-factor authentication, encryption and advanced user permissions. Customer support features like live chat and phone support will be crucial when questions or concerns arise.

What is CRM for startups

As a result, you can increase efficiency across your organization and achieve greater productivity. Though it may not be ideal for very small teams and customer support could improve, its focus on unified communication and adaptability makes Nextiva a top CRM choice for a startup business like yours. Insightly has paid plans that start at $29/user per month when billed annually. Insightly is a CRM system that aims to align marketing, sales, customer support, and project teams around a single source of customer information.

CRM Best Practices for Every Business to Drive Sales (

You can also analyze your audience with marketing and AI tools for better intelligence and decision-making. However, there are some essential features that every CRM software should have, such as lead management, contact management, and sales automation. Choosing the right CRM for your startup is vitally important to your business. From lead capture and contact management to sales force automation, the best startup CRMs can help you meet your goals. In this guide, I ranked and reviewed the 7 best CRMs for startups, so that you can pick the best one for you.

If you do want to go with paid plans, you’ll likely have to pay quite a bit. The Starter plans are quite affordable at $9 per user, per month for Sales and Service Hubs, and $18 per month for the Marketing Hub. Beyond that, though, you’ll have to pay either $90 per user, per month or $120 per user, per month, which is likely outside of your budget range as a startup.


It’s ideal if you’re seeking a comprehensive solution for small business expansion. Beyond standard CRM features, FreeAgent offers unique tools for marketing, sales, and support. With pricing ranging from $35 to $100 per user annually and special nonprofit rates, it’s versatile and budget-friendly.

  • Startups learning to use CRM will probably experience some challenges along the way, which is normal any time you make big changes to your operations.
  • Insightly unites these functions so all of your teams can work from the same tool.
  • Bitrix24’s ease of use and robust features can take your business communication and collaboration to new heights, all within your budget.
  • A CRM software dashboard should be easy to navigate and provide quick insights into your sales pipeline, customer interactions, and customer support activity.
  • It’s not just the affordability that makes Zoho appealing; it’s the customization.

People get comfortable with certain platforms, and it almost seems like a waste to throw away their knowledge of those other tools. Thankfully, many CRM platforms offer third-party integrations, allowing businesses to continue using some of the software they’ve spent so much time learning and optimizing. No matter its size or industry, every business needs a way of maintaining a happy customer base.

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Email marketing features such as open tracking, A/B testing, and goal-based email automation templates can help you leverage the power of email for business growth. Bitrix24’s free CRM plan includes unlimited users, contacts and deals. Inside its CRM, include your product catalogue with an unlimited number of products. It also has inventory management, so you can keep track of your stock levels. Connect all communication channels and manage interactions from one dashboard, making it a great collaboration tool for sales teams.

What is CRM for startups

Choosing the right CRM solution is an instrumental step for startups looking to streamline their sales process, enhance customer relationship management, and drive growth. Moreover, CRM tools empower startups to streamline their sales processes. CRM tools provide visual interfaces that facilitate easy tracking of leads and deals, enhancing the efficiency of sales teams.


Since you may not spend much time at your desk, it’s important to have a mobile option. Pipedrive’s mobile app lets you access your contact data, schedule activities, and make calls from the app that are tracked in the CRM. Monday Sales CRM lets you drag and drop prospects from stage to stage and view your pipeline at a colorful glance. Designed for crm for startups sales first, you’ll know exactly where you stand with funnel charts and deal forecasting. Look for a CRM software that works with your existing tools, like QuickBooks, Google Workspace, or Microsoft 365. You can keep using tools you love, like Zoom, Asana, or MailChimp, or manage your CRM from your inbox if that’s where you spend the most time.

What is CRM for startups

You need a system that integrates marketing, sales, and service seamlessly. You need an easy-to-use interface that any new employee can log into and start using without days of training. You need a responsive support team that has your back because they know you don’t have an IT department to call on. This is a valuable feature for startups because it allows them to access their CRM data from anywhere, at any time. Lead scoring is valuable for startups because it helps them identify which leads are most likely to close.

User Resources

You have exceptional visibility into the activities of your salespeople, making it easier to keep track of and analyze important data and monitor and manage them in real-time. Maximizer includes capabilities for sales management, CRM marketing automation, customer service and support, and corporate productivity. The best CRMs are fully customizable, have sales automation capabilities, and include messaging functionality and email templates. Oh, and we can’t forget about lead generation, lead scoring, sales pipeline management, and project management tools, too, as well as integrations with the other top apps.

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