Out of the best CRM software for small businesses on our list, Zoho CRM, is the easiest to use. It offers a simple and intuitive interface, as well as helpful tutorials to get you started. It’s also customizable, so you can tailor it to match your business needs. Until recently, the majority of industries employing CRMs have crm solution for startups 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.

Other challenges include a complicated UI and an inability to adopt new changes. Moving away from familiar apps and platforms seems like a waste of the time spent learning and building expertise with those technologies. Introducing a CRM into your business systems might present some challenges. As a result, your business never gets the best value from your CRM investment.

Increasing CRM Sophistication and Functionality

Some apps offer a read-only view of your sales pipeline or contacts but don’t let you make updates until you get back to a computer. Others offer a seamless and responsive experience, letting you do everything on a mobile device that you would on a computer. Don’t commit to CRM software until you’ve used the mobile app in a way you and your team would do on a day-to-day basis. For many SMBs and their agents, the mobile component of a CRM app might be more critical than the desktop version.

• With more than 1,000 apps in our marketplace, you can easily connect CRM with the tools you already use.
• Once you’ve looked at requirements from the sales team’s perspective, flip it around and think about your customer.
• The in-app chat capabilities allow team members to talk in real time, leave comments for one another, and view individual case files without requiring them to make direct contact.
• You can then craft messages tailored to each segment, making it easier to establish relationships with potential clients.
• Hooking your CRM into the rest of your software stack means the details of every customer interaction are there on demand.

Social media posts are a great way to organically improve brand awareness and generate leads. A startup CRM that supports social media integrations can help you capture those leads and provide your sales teams with valuable insights into customer preferences. A CRM for startups is an all-in-one software that simplifies managing distributed business operations such as sales, marketing, and customer service. It provides startups with the tools they need to tackle the challenges of rapid growth. CRM software helps you track contacts and nurture them to build customer loyalty and repeat sales.

Best CRM for Startups

Keep your sales rep engaged with team engagement and sales features like leaderboard and instant rewards. This CRM program is specifically designed for remote working startups. You can instantly collaborate with all your colleagues, assign them tasks, and share key data across your organization.

Training need not be in-person and lengthy, but you’ll want a healthy support library, an effective knowledge base that contains FAQs and articles, and a solid onboarding process, too. Even if you’ve never used CRM software before, you should have little trouble getting started with Onpipeline. It gives you all the essential features you need out of the box, and it won’t trouble you with a lot of complex setup and configuration.

Best for Growth-Stage Businesses

Salesforce is a leading CRM software that delivers seamless customer experience and scales up your business. Agile CRM is an all-in-one CRM marketing automation software built for the next generation. Close.io is the best CRM solution for growing teams, helping you turn more leads into revenue.

Individual tools or “hubs” can be added so your business only invests in the features it needs. Couple that with its extensive guides and tutorials, and team members will become HubSpot experts in short order, growing their CRM software skills in line with your scaling company. Your CRM processes vital business information and customer details every day. When you’re focused on growing your startup, it helps to choose a CRM that secures your data and offers features such as data encryption, IP restrictions, and two-factor authentication. Contact management is fundamental to nurturing a lasting relationship with your customers. To maintain a competitive edge, you need a CRM platform that offers contact management features beyond the basics, such as information storage and task tracking.

Mobile Application

However, it lacks the enterprise-ready upgrade path found in Salesforce and Zoho. Create an accurate quote quickly and streamline your entire marketing cycle. You can build customer quotes with greater efficiency with the help of drag-and-drop software.

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. Startups need a robust CRM with reminders, quick scheduling, and space to make notes about potential customers to ensure effective conversations that lead them down the sales funnel to convert. For example, monday sales CRM includes activity management features to log any call or email communication and integrates with Gmail for email tracking. HubSpot is an intuitive CRM that makes managing your sales pipeline a breeze. Everything you need to track important metrics, set up time-saving flows and automations, manage clients seamlessly, and grow your business is available in one tidy dashboard. Plans are available for businesses at every stage of growth, starting at 100% free.

What’s the easiest CRM to use for small businesses?

The only reason Zoho CRM isn’t higher on this list is because a lot of that functionality is locked in the more expensive paid plans, which obviously isn’t ideal for startups. You can easily search through the contacts database with advanced filtering capabilities to quickly find the right contact. This feature is essential for startups as it helps ensure that their teams have easy access to complete, up-to-date information about customers. You can even streamline your team communication with Zoho Cliq, a free team collaboration tool.

It is important to identify exactly who will be using the system and why. Sales and marketing departments are generally the main users of CRM software, however, every department should have input in the decision-making process for the system to work seamlessly. Ask each team member what their needs are and how they think the software system could help them perform their duties.

Nimble (a simply smart CRM for Microsoft 365 and Google Workspace)

Zoho CRM has four plans – Standard, Professional, Enterprise, and Ultimate. Really Simple Systems has four plans – Free, Starter, Professional, and Enterprise. Copper focuses on building crucial customer relationships by giving you the perfect visibility into all the activities. Salesforce has four plans – Essentials, Professional, Enterprise, and Unlimited. Close.io has four paid plans – Starter, Basic, Professional, and Business.