10 Best CRM Tools for Startups
Your startup relies on customers for its survival. Without them, your business would cease to exist. It is essential for every company, including startups, to have a customer relationship management (CRM) tool in place. This tool helps manage clients, store contacts, and streamline processes. Here, we have compiled a list of the top CRM tools for startups to assist you in finding the perfect fit for your business.
ClickUp
ClickUp is a project management and startup CRM tool that is widely used by teams in both small and large companies. It offers features such as the ability to organize accounts using tags, a Map view for a geographic overview of clients, and automatic task assignment for each stage of the sales pipeline. Furthermore, ClickUp provides a Free Forever Plan, allowing startups to allocate their resources towards their business instead of software expenses.
Key Features
Flexible CRM views, custom statuses and fields, form view, workflow automation, Zoom integrationPricing
Free Forever Plan with limited features. Unlimited plan starts from $7/member per month
HubSpot CRM
Hubspot CRM is a comprehensive platform that offers a wide range of tools for managing marketing, sales, customer service, and operations. It allows you to handle tasks such as managing social media content, publishing blog posts, conducting email campaigns, and engaging in live chat with customers. With its user-friendly interface, Hubspot CRM provides lead tracking, workflow automation, analytics, and team collaboration tools.
Key Features
CRM Database, customized dashboard, task management, Gmail and Outlook integrations, built-in analytics, ROI analytics, lead capture toolsPricing
Free plan with limited features, and paid plans start at $50 per month for two users.
Agile CRM
Agile CRM is a comprehensive startup CRM tool that includes project management features. It allows you to delegate tasks to team members, monitor email campaigns, and incorporate gamification into your sales process.
Key Features
Contact and lead management, sales automation and tracking, email marketing and automation, appointment scheduling, social media integration, help desk and ticketing systemPricing
Free for 1000 contacts and companies. Paid plans start from $14.99 per month
Salesforce
Salesforce is ideal for medium-to-large-sized businesses and offers startups powerful tools for closing deals, enhancing customer retention, and tracking business growth. Although some features may initially seem excessive for a startup, you can gradually utilize new tools as your company expands and acquires more customers. Salesforce is an excellent choice for a CRM if you have long-term plans and aspire to be in the industry for 5 to 10 years, which is a common goal for most founders.
Key Features
Contact and lead management, sales pipeline tracking, opportunity and deal management, email integration and automation, reporting and analytics, workflow automation, collaboration and communication toolsPricing
From $25/user per month
Zoho CRM
Zoho is a comprehensive CRM tool for startups that offers contact management, lead generation, workflow automation, and reporting capabilities. It provides a centralized inbox for your teams to efficiently handle customer messages from various channels such as live chat, social media, email, and phone. Zoho's Canvas design studio enables you to customize your CRM interface using a user-friendly drag-and-drop editor, allowing you to focus on the essential features and eliminate unnecessary clutter.
Key Features
Contact and lead management, sales pipeline tracking, email integration and tracking, document and task management, deal and revenue tracking, reporting and analyticsPricing
Zoho CRM has a free plan, and paid plans start at $20/user per month.
Pipedrive
Pipedrive, a CRM platform tailored for startups, offers a comprehensive solution that is flexible, cost-effective, outcome-driven, and user-friendly. Its core functionality revolves around the sales pipeline, recognizing its significance not only in sales and contact management but also in addressing various challenges encountered by new businesses.
Key Features
Contact and lead management, sales pipeline tracking, email tracking and automation, deal and revenue tracking, customizable pipelines and stages, email and calendar integration, mobile app for on-the-go accessPricing
From $12.50/user per month
Insightly
Insightly is an adaptable CRM tool for startups seeking project management capabilities within their CRM system. Enhance project management through milestone/task tracking and calendar synchronization. Additionally, leverage its robust workflow management features for streamlined operations and time-saving benefits.
Key Features
Contact and lead management, project management, task and calendar management, email tracking and automation, opportunity and sales pipeline tracking, reporting and analytics, document and file managementPricing
From $29/user per month when billed annually
Salesflare
Salesflare is a CRM platform that aims to simplify the user experience by offering essential tools without unnecessary complexity. By leveraging intelligent automation, Salesflare efficiently gathers and organizes information, allowing your sales representatives to dedicate more time to engaging with potential customers. With its user-friendly interface and affordable pricing for small teams, Salesflare is an ideal solution for startups.
Key Features
Contact and lead management, email tracking and automation, deal and pipeline management, task and activity tracking, integration with email and calendarPricing
From $29/user per month when billed annually
Streak
Streak is one of the best CRM tools for startups that heavily dependent on Google Workspace applications. It offers a centralized data solution and task automation across Gmail, Google Calendars, Drive, Sheets, and Meet. By utilizing Streak, startups can streamline their workflow and assess its suitability through the extensive functionality provided in the free plan.
Key Features
Pipeline and deal management, email tracking and scheduling, contact and lead management, task and reminder management, collaboration and shared pipelines, reporting and analytics, integration with Gmail and Google WorkspacePricing
Free plan with limited features, and paid plans start at $15 per month when billed annually
Virtous Software
Virtuous is a powerful nonprofit CRM tool specifically designed for philanthropic organizations. It focuses on scaling donor engagement and creating personalized interactions with each donor. Utilizing automation, it manages to make every donor feel unique and valued. This CRM does not just organize contact information, but takes a step further by providing a platform for nurturing relationships and fostering connection.