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17 Best CRM for Startups in 2021


Discover the best CRM for startups to helps you organize contacts, find out who your customers are, generate reports, save time, and make you more money.

Best CRM for Startups

Starting a business is tough. Growing it is even tougher.

An ordinary day in a startup consists of juggling tasks like managing finances, attending meetings, launching new products, and nurturing leads to name a few.

But how do you manage to do all these while scaling your company?

Simple: By implementing a top-notch CRM system to streamline your business processes.

Such a system will help simplify complex workflows, improve conversions, and execute effective marketing campaigns effortlessly.Finding the right CRM for your startup can be daunting if you don’t know what to look for. That is what inspired us to create this guide.

Monday.com

Best Overall CRM for Startup

Try Monday.com

Pipedrive

Best for Sales CRM

Try Pipedrive

Freshsales

Best for Sales Automation

Try Freshsales

Keap

Best for Robust Marketing Solutions

Try Keap

Close.com

Best for Emails & Call Solutions

Try Close

Agile CRM

Best for All-In-One Solution

Try Agile CRM

HubSpot CRM

Best for Sales Forecasting

Try HubSpot CRM

Copper

Best for G Suite Users

Try Copper

Really Simple Systems

Best for Visual CRM

Try Really Simple Systems

EngageBay

Best for Affordable Features

Try EngageBay

Zoho CRM

Best for Clutter Free Interface

Try Zoho CRM

SugarCRM

Best for Increasing Brand Loyalty

Try SugarCRM

Bitrix24

Best for eCommerce Startups

Try Bitrix24

Streak

Best for G Suite Users

Try Streak

Nimble

Best for Powerful CRM

Try Nimble

Insightly

Best for Customizable Workflows

Try Insightly

Salesflare

Best for B2B Startups

Try Salesflare

Best CRM for Startups

1. Monday.com

Best CRM for SaaS Startups

Monday.com is the Best CRM for SaaS Startups

Monday.com is an award-winning CRM and project management software that helps teams plan efficiently, execute complex projects with ease, and stay organized.

This tool has amassed a user base of over 100,000 companies like Frontier, Uber, and Hulu.

Main Features
  • Integration: Integrate with over 40 of your favorite apps
  • Visualize Data: Track the status of all deals and monitor your sales reps’ activity in different views such as timeline, Kanban, calendar, and map.
  • Centralized Customer Data: Manage all interactions, sales pipelines, contact info, emails, and related documents in one place.
  • Customizations: Customize your CRM software using ready-made templates.
Pricing
Monday.com Pricing Plan

Monday.com offers five plans.

  • The Individual plan is completely free
  • The Basic plan is $8 seat/month
  • The Standard plan is $10 seat/month
  • The Pro plan is $16 seat/month
  • The Enterprise plan needs custom pricing.
Benefits
  • Unlimited boards and workflows
  • 24/7 customer support
  • Over 200 templates to customize your CRM for your team's needs
  • An attractive interface

Try Monday.com for free today and start learning more about your customers.

2. Pipedrive

Best for Startups Looking for a Sales CRM

Pipedrive is the Best for Startups Looking for a Sales CRM

Pipedrive makes the list of the best CRMs for startups because of its focus on getting you more sales and managing your deal pipeline effectively.

This tool was founded in 2010, with over 95,000 companies in 179 countries using its services.

Main Features
  • Visual Sales Pipeline: Prompts you to stay organized and in control of complex sales processes.
  • Sales Automation: After every activity, Pipedrive reminds you to schedule the next step, or you can have the tool automate the whole sales process for you.
  • Mobile App Integration: Access Pipedrive in your iOS or Android device wherever you are.
  • Reporting: Get performance metrics that have been customized for your business.
Pricing
Pipedrive Pricing Plan

Pipedrive offers four different plans.

  • The Essential plan is $15 per user per month, billed monthly
  • The Advanced plan is $29 per user per month, billed monthly
  • The Professional plan is $59 per user per month, billed monthly
  • The Enterprise plan is $119 per user per month, billed monthly

All plans have a 17% discount if you pay annually.

Benefits
  • Add or complete activities on the go
  • Sync your tasks with Google Calendar
  • Full transparency of your business
  • Built under an activity-based selling system

Start your free 14-day trial with Pipedrive today.

3. Freshsales

Best CRM for Startups That Want a 360-Degree View of Their Customers

Freshsales is the Best CRM for Startups That Want a 360 Degree View of Their Customers

Freshsales was designed with startups and small businesses in mind as you can manage contacts, capture leads, make phone calls, send emails, and create sales funnels all in one place without leaving the platform.

The tool was created in 2016 and is used by big companies such as Dyson, Blue Nile, and PharmEasy.

Main Features
  • Customer 360° View: Access your customer’s social profiles, identify their touchpoints, and see what they’re doing all on one screen.
  • AI-powered Insights: Find the best leads, drive sales, and improve conversion rates with the help of artificial intelligence.
  • Automation: Automate repetitive tasks such as communication and sales processes.
  • Integration: Integrate with Freshdesk and unlock new features.
Pricing
Freshsales Pricing Plan

Freshsales offers four different plans.

  • The Free plan 
  • The Growth plan is $18 per user per month, billed monthly and $15 per month when billed per annum
  • The Pro plan is $47 per user per month, billed monthly and $39 per month when billed per annum
  • The Enterprise plan is $83 per user per month, billed monthly and $69 per month when billed annum
Benefits
  • Close more deals faster
  • Personalize engagement and build relationships easily
  • Find more opportunities
  • Reduce IT costs and complexity

Get started with the free plan to see what Freshsales has to offer.

4. Keap

Best for Startups Looking for a Robust All-In-One Marketing Solution

Keap is the Best for Startups Looking for a Robust All In One Marketing Solution

Keap is deservedly on this list of the best CRMs for startups because it has been in the game for over 20 years and has 200,000 companies under its belt.

Keap is a top option for business owners looking to spend more time innovating and spend less time managing complex customer data.

Main Features
  • Integrations: Integrate your business with over 2,500 applications powered by Zapier Premium and natively.
  • Sales Automation: Automate your follow-ups using premade templates which include reminders to pay or approve invoices.
  • Segmentation: Capture your leads, organize and market to them.
  • Lead Scoring: Trigger automation and prioritize leads based on the likelihood of purchasing.
Pricing
Keap Pricing Plan

Keap offers three different plans.

  • The Lite Plan is $40 per month for your first two months, followed by $79 per month.
  • The Pro Plan is $85 per month for your first two months, followed by $169 per month.
  • The Max Plan is $100 per month for your first two months, followed by $199 per month.
  • One user is allowed 500 contacts, and if you want to add a user, you'll have to pay an extra $30.

All plans have to pay for expert coaching, which is a one-time fee of $499.

If you think this is too expensive, then check out these great Keap alternatives that are much more affordable.

Benefits
  • Client information accessible on all devices
  • A visual dashboard that's easy to understand
  • A predictable business growth
  • 24/7 customer service

Try Keap for free for 14 days. No credit card is required.

5. Close.com

Best for Startups that Need a CRM with Emails and Call Solutions

Close CRM is the Best for Startups that Need a CRM with Emails and Call Solutions

Close is on this list because of its focus on cutting out all the activities that are not moving you closer to closing more deals.

This sales CRM software will relieve you of repetitive tasks so that you can concentrate on increasing the efficiency of closing your leads. That will equate to more dollars coming into your business.

Main Features
  • Contact Management: Track and store contacts, leads, and opportunities.
  • Built-in Calling: Receive and initiate calls from all over the world.
  • Security: 2-factor authentication for users to log in.
  • Reporting: Opportunity and activity reporting.
Pricing
Close CRM Pricing Plan

Close offers four different plans.

  • The Starter Plan is $29 per user per month, billed monthly
  • The Basic Plan is $69 per user per month, billed monthly
  • The Professional Plan is $99 per user per month, billed monthly
  • The Business Plan is $149 per user per month, billed monthly

The tool has a 14-day trial that you can try out before making any purchase.

Benefits
  • Self-help customer service
  • Grow with the help of intuitive insights
  • Multi-channel sales mean you never lose a hot lead
  • Stop doing repetitive work with the help of auto-logging and syncing

6. Agile CRM

Best for Startups Looking for an All-In-One CRM Software

Agile CRM is the Best for Startups Looking for an All In One CRM Software

Agile CRM makes the cut for one of the best CRM systems for startups because it provides you with all the tools you need to run your business in one place.

When it comes to CRMs, there are two ways that they can work – by offering a few core services and integrating with other tools you may already use.

Or by offering a lot of services that you can use with its platform. Agile CRM is the latter.

The tool was founded in 2013 and has a customer base of over 15,000 companies.

Main Features
  • Reporting: Get a thorough look at anything you want, grouping statistics by activities, growth, calls, and deals.
  • Gamification: Gamify your sales process to increase competition and collaboration among your sales reps.
  • Appointment Scheduling: Automate your scheduling, follow-up, and invite process.
  • Project Management: Manage your tasks in a drag-and-drop interface.
Pricing
Agile CRM Pricing Plan

AgileCRM offers four different plans.

  • The Free plan allows up to 10 users which you should use if you still have a small team
  • The Starter plan is $8.99 per month, billed monthly
  • The Regular plan is $29.99 per month, billed monthly
  • The Enterprise plan is $47.99 per month, billed monthly
Benefits
  • Seamless integration with over 500 apps
  • Affordability
  • Importing contacts is easy
  • Intuitive automated features

7. HubSpot CRM

Best Free CRM for Startups That Are Bootstrapping

HubSpot CRM is the Best Free CRM for Startups That Are Bootstrapping

Hubspot makes it to the list of best CRMs for startups because they have a free-for-life plan that can help your business grow in its first few years without the hassle of paying hefty CRM prices.

The plan allows you to manage and build relationships with up to a million contacts through your sales, marketing, and customer service workflows. This platform comes with everything a startup may need to grow.

Hubspot was founded in 2006 and is trusted by companies such as Soundcloud, LegalZoom, and Hopin.

Main Features
  • Integrations: Over 875 app integrations.
  • Deal Pipeline: View the entire customer journey.
  • Live Chat: Communicate real-time with website visitors.
  • Sales Forecasting: Predict your future sales with the help of artificial intelligence.
Pricing
HubSpot Pricing Plan

Hubspot offers four different plans.

  • The Free plan
  • The Starter plan is $45 per month, billed at $540/year
  • The Professional plan is $450 per month, billed at $5 400/year
  • The Enterprise plan is $450 per month, billed at $14 400/year
Benefits
  • Centralized data
  • Improved communication
  • Sustainable growth
  • Simplified management

Join Hubspot today so you can start using the best relationship-building tools in the market.

8. Copper

Best CRM for Startups That Frequently Use G Suite

Copper is the Best CRM for Startups That Frequently Use G Suite

If you use G Suite and want a CRM solution that can natively integrate with it, then Copper is the best choice for you.

Formerly known as ProsperWorks, this CRM is on our list because of its simple UI and powerful workflow automation that streamlines your sales process.

Copper was founded in 2013 and currently has over 25,000 users in 100 countries.

Main Features
  • Sales Management: Can handle bulk sales emails with ease.
  • Eye-Pleasing Dashboard: A dashboard that displays everybody’s tasks so you can ensure your team follows up on leads.
  • Opportunity Management: Track deals that are in progress with visual pipelines.
  • Multiple Currencies: Manage, report, and record opportunities in different currencies.
Pricing
Copper Pricing Plan

Copper offers three different plans.

  • The Basic Plan is $25 per user per month, billed annually
  • The Professional Plan is $59 per user per month, billed annually
  • The Business plan is $119 per user per month, billed annually

The tool has a free 14-day trial that you should use to try out the tool before making any commitments.

Benefits
  • Google Workspace integration
  • Build authentic relationships
  • Auto-update profiles
  • View Copper in English, German, Italian, Spanish, and Dutch.

Get started with the free 14-day trial to see if Copper is right for your business.

9. Really Simple Systems

Best for Startups Looking for a Visual CRM

Really Simple Systems is the Best for Startups Looking for a Visual CRM

Really Simple Systems makes our list of the best CRMs for startups because it achieves a balance of being easy-to-use, integrating with other tools, and offering unique CRM features.

This powerful cloud-based CRM is designed for small businesses as its prices can fit your budget.

Really Simple Systems was founded in 2004 and is used by big companies like The Property Jungle and Hello Scotland, to name a few.

Main Features
  • Built-in Calls: Call without leaving the platform.
  • Pipeline Management: Customize or build multiple pipelines.
  • Sales Analytics: Get sales insights to help you make better decisions.
  • Sales Workflow: Automate repetitive sales tasks.
Pricing
Really Simple Systems Pricing Plan

Really Simple Systems offers four different plans.

  • The Free plan
  • The Starter plan is $18 per user per month, billed monthly and $14 per month when billed annually
  • The Professional plan is $38 per user per month, billed monthly and $30 per month when billed annually
  • The Enterprise plan is $55 per user per month, billed monthly and $46 per month when billed annually
Benefits
  • View all customer data on one page
  • Loyalty and increased customer retention because of good user experience
  • Scheduled reports delivered in your inbox
  • Friendly customer support

Signup for your free trial so you can best see how the CRM could work for you.

10. EngageBay

Most affordable CRM tool for startups

EngageBay is the Most affordable CRM tool for startups

Engagebay is a relatively new entrant in the CRM space, yet we include it in our list of the best CRM solutions for startups.

That was for a reason. And that reason is it has most of all the functionalities that tools on this list have, but it is much more affordable.

The tool packs a punch as a go-to CRM program that combines sales, marketing, and help desk automation.

Engagebay was founded in 2017 and is trusted by over 28,000 companies worldwide.

Main Features
  • Contact Management: Gives a complete clutter-free view of your contacts, deal pipelines, and status tracking of every deal in one place.
  • Lead Generation: Nurture, capture and convert more leads effortlessly.
  • Goal Tracking: See how you’re performing compared to the goals you have set for your startup.
  • Pipeline Analysis: Analyze, measure, and track key sales metrics so you can double down on your efforts and stay on target to hit your goals.
Pricing
EngageBay Pricing Plan

Engagebay offers four different plans.

  • The Free plan
  • The Basic plan is $14.99 per user/month, billed monthly
  • The Growth plan is $49.99 per user/month, billed monthly
  • The Pro plan is $79.99 per user/month, billed monthly

If you choose to pay annually, you will get an 18% discount.

If you choose to pay biennially, then you will get a 28% discount.

Benefits
  • Seamless inter-communication
  • An increase in conversion rate
  • Friendly customer service
  • An all-in-one CRM solution

Sign up to Engagebay to start learning more about your customers today.

11. Zoho CRM

Best for CRM Sales Teams Looking for a Clutter-Free Interface

Zoho CRM is the Best for CRM Sales Teams Looking for a Clutter Free Interface

Zoho CRM makes our list of the best CRM programs for startups because it's powered by artificial intelligence.

Zoho was founded in 1996 and is a household name in the SAAS industry.

Over 250,000 businesses use it to sell faster and more intelligently.

Main Features
  • Journey Orchestration: Create personalized customer journeys to provide a seamless brand experience.
  • Sales Process Builder: Bring offline sales processes into your CRM.
  • Deal Management: Track the stage your customers are in on and close them if optimal.
  • Sales Forecasting: Predict your future sales more accurately.
Pricing
Zoho CRM Pricing Plan

ZohoCRM offers four different plans.

  • The Standard Plan is $20 per user/month, billed monthly
  • The Professional Plan is $35 per user/month, billed monthly
  • The Enterprise Plan is $50 per user/month, billed monthly
  • The Ultimate Plan is $65 per user/month, billed monthly
Benefits
  • Flexible, month-to-month payment plans
  • Simple user interface
  • Android and iOS apps to keep updated on the go
  • Train programs to help you get started

Claim your 15-day trial today to see if this ZohoCRM is right for your business.

12. SugarCRM

Best CRM for Startups Looking to Increase Loyalty to Their Brand Fast

SugarCRM is the Best CRM for Startups Looking to Increase Loyalty to Their Brand Fast

SugarCRM is included in our list because it can hyper-personalize interactions with every customer to increase the quality of service.

This tool started as a freemium back in 2004 and has developed into a robust, AI-driven cloud platform that delivers a high-definition customer experience.

Main Features
  • Revenue Analytics: Track historical performance and extensive metrics to discover issues and opportunities.
  • Smart Relationship Intelligence: Get research from news, social media, and business sources about your customer directly in your CRM.
  • Customer Journey Orchestration: Optimize your customer-facing processes.
  • Email and Calendaring Integration: Gain customer context in Office 365 and Google Workspaces.
Pricing
HubSpot CRM Pricing Plan

SugarCRM offers five different plans.

  • The Sugar Professional plan is $52 per user per month, billed annually
  • The Sugar Serve plan is $80 per user per month, billed annually
  • The Sugar Sell plan is $80 per user per month, billed annually
  • The Sugar Enterprise plan is $85 per user per month, billed annually
  • The Sugar Market plan is $1000 per user per month, billed annually
Benefits
  • Super responsive customer service
  • Non-technical professionals can create workflows using templates
  • An increase in productivity
  • Convert more leads easily

Request a demo before you purchase any plans to see if SugarCRM meets your business expectations.

13. Bitrix24

Best CRM for eCommerce Startups

Bitrix24 is the Best CRM for eCommerce Startups

The next spot in our round-up of best CRM tools for startups goes to Bitrix24 because it delivers everything you need in one package.

With it, you can run almost all aspects of your business with the benefit of organizing all incoming and outgoing communications in one place.

Bitrix24 has been around since April of 2012 and has a user base of over 9 million organizations worldwide.

Main Features
  • Reporting: Get numerous reports and use them to evaluate the performance of your deals and opportunities.
  • Lead Generation: Generate leads from live chat, phone calls, email, and social media.
  • Gamification: Gamify the sales process and encourage competition among your sales team.
  • Global Selling: Provide multi-currency and multi-language support worldwide.
Pricing
Bitrix24 Pricing Plan

Bitrix24 offers four different plans.

  • The Free plan
  • The Basic plan is $39/month for five users, billed annually
  • The Standard plan is $79/month for 50 users, billed annually
  • The Professional plan is $159/month for unlimited users, billed annually
Benefits
  • Fully customizable workflows
  • Free Bitrix24 courses provided
  • Free iOS and Android mobile CRM
  • You can choose between cloud and a self-hosted option

Register for free with Bitrix24. No credit card is required.

14. Streak

Best CRM for Startups That Still Send Email Sequences Through G Suite

Streak is the Best CRM for Startups That Still Send Email Sequences Through G Suite

Streak is built directly on Gmail, which is why it's one of the best CRM software for startups. Most small businesses have a Gmail account and begin their marketing through it.

That makes perfect sense for a business to continue using Gmail for customer relationship management.

Streak CRM runs as a mobile app or a Google Chrome extension. To download it, just visit the Chrome Store.

This tool was founded in 2011 and is used by companies such as Lyft and WeWork.

Main Features
  • Manage Any Workflow: Monitor client projects, sales, your schedule, hiring, and more from your inbox.
  • Lead Management: Automate managing, organizing, and tracking leads.
  • Pipeline Reporting: See opportunities as they present themselves associated with the value of the stage they are in.
  • Auto-Enrich Profiles: Streak scrapes the entire internet and auto-populates profiles with up-to-date information.
Pricing
Streak Pricing Plan

Streak offers four different plans.

  • The Free plan
  • The Professional plan is $19 per user/month, billed monthly
  • The Enterprise plan is $59 per user/month, billed monthly
  • The Ultimate plan is $159 per user/month, billed monthly
Benefits
  • Track everything in one place
  • Easily import and export data
  • Available on Android and iOS devices
  • Integrate with other tools that you love

Get started with Streak for free today and to see if it’s the right CRM for your business.

15. Nimble

Best for Startups Looking for a Simple Yet Powerful CRM

Nimble is the Best for Startups Looking for a Simple Yet Powerful CRM

On this list of the best CRMs for startups, Nimble is one of the easiest to understand.

This tool was founded in 2008 and has over 140,000 professionals using it.

Main Features
  • Pipeline Management: Plan your next move and stay ahead of your sales funnel.
  • Email Tracking: Track the emails you send to know if any action was taken on them, then identify follow-up opportunities.
  • Group Emails: Send personalized group emails at scale.
  • Live Profiles: Get a 360-degree look at your customers.
Pricing
Nimble Pricing Plan

Nimble offers one plan.

  • The Nimble Business plan is $19 per user billed monthly and $25 per user billed yearly.
Benefits
  • Gather all your business intelligence, sales, and contacts into one place.
  • Take smarter actions because of the great insights
  • Manage tasks easily
  • Get updated information on your customers

Try Nimble today and start building long-lasting relationships with your customers.

16. Insightly

Best for Startups Who Need Highly Customizable Workflows

Insightly is the Best for Startups Who Need Highly Customizable Workflows

Insightly is another Google-friendly tool that is on this list because of its exceptional personalized customer relation features.

This tool was founded in 2009 in San Francisco, USA, and has a customer base of over 25,000 businesses worldwide.

Main Features
  • Workflow Automation: Create multi-step business processes to automate sending of emails, generating tasks, and updating records.
  • Bulk Email: Send and track a large number of emails.
  • Lead Routing: Insightly automatically routes leads to the right sales reps so they can follow up on a hot prospect.
  • Visualize Data: Create data visualizations that are easy to understand.
Pricing
Insightly CRM Pricing Plan

Insightly offers three different plans.

  • The Plus Plan is $29 per user per month, billed annually
  • The Professional Plan is $49 per user per month, billed annually
  • The Enterprise Plan is $99 per user per month, billed annually
Benefits
  • Know what your customers want and don’t want
  • Deliver your promises on time and build trust
  • Streamline your business processes to stop wasting valuable time
  • Build apps for your business without writing code 

Get started for free with Insightly. No commitment. No credit card is required.

17. Salesflare

Simple Sales CRM for B2B Startups

Salesflare is a Simple Sales CRM for B2B Startups

Salesflare makes it to our list of the best CRM tools for startups because it allows you to do less work while achieving more results. It is a cloud-based CRM solution that started in 2014.

Main Features
  • Visual Pipeline: An easy-to-understand view of your sales funnel.
  • Team Sharing: Collaborate with your colleagues on projects.
  • Live Notification: Get real-time updates on what’s happening.
  • Lead Scoring: Identify hot leads fast.
Pricing
Salesflare Pricing Plan

Salesflare offers three different plans.

  • The Growth plan is $29 per user per month, billed annually
  • The Pro plan is $49 per user per month, billed annually
  • The Enterprise plan is $99 per user per month, billed annually
Benefits
  • Integrate seamlessly with G Suite
  • Quality customer support
  • Affordable pricing
  • Integrate with over 1 000 of your favorite apps

Claim your 14-day free trial with Salesflare to see if the CRM software is right for your startup.

Benefits of Using CRM for Startup

1. Helps You Stay Organized

There’s a lot of data from email leads, social media, workflows, and marketing campaigns that a company deals with daily.

CRM systems help to centralize your customer interactions, streamline your business operations, marketing, and sales processes.

2. More Transparency and Better Collaboration

CRM systems come with features that allow you to work together with your team regardless of where you are.

They can access real-time information about deals, customers, projects, and assigned tasks so everyone is on the same page about who is doing what and why.

By putting all the customer data from all communications channels in one place, you will deliver customer interactions that transcend single departments of team functions.

3. Increase Profits and Revenue

CRM tools for startups work on mundane tasks that take up most of your time.

You will start to have more time to concentrate on building relations with your customers which will result in loyalty and repeat business.

After you begin to understand what your customers want, your sales conversion rate will increase, resulting in your business being more profitable. 

The various tools that CRM programs give you are enough to help you refine all aspects of your sales cycles and a strategy based on visible patterns.

4. Increase of Productivity and Efficiency

CRM solutions for startups help you concentrate on what you are doing, remind you to send follow-up emails, track deals on the sales pipeline, and give you customer behavior and history.

These AI-powered tools can help you identify new sales opportunities and track existing opportunities by their stage, amount, month, and probability of conversion.

5. Less Dependency

If you provide easy access to information to all team members, you can operate more autonomously. There is less back-and-forth between users which empowers everyone to do a better job.

Key CRM Statistics
Source: Financeonline

Key Features of Startup CRM

Some CRM programs are bloated with unnecessary features you will never use.

The software companies often add them so they can have a reason to charge you exorbitant prices.

Here are the most essential features of a CRM that a startup will need:

1. Contact Management

Contact management is one of the core features of a CRM that your startup needs.

It’s the one responsible for segmenting all your contacts into groups so you can stay organized.

With this element, you’ll be able to gather customer data such as names, addresses, phone numbers, and social media accounts so you can bolster your marketing strategies when introducing new products.

2. Sales Automation

Sales Automation Infographic
Source: Slideteam

Sales automation makes the sales interactions you have with your customers a lot smoother.

With it, you will be able to automate the sales process by taking control of inbound and outbound calls, data organization, and follow-ups for an effective campaign plan.

Doing that makes life easier for your sales team.

3. Sales Forecast

This feature generates predictions of future sales figures or projected revenue based on present trends or data.

It gives an accurate benchmark regarding sales and comparing the actual results to the forecast. With this, you can start to see if your sales team is on target or not.

You can use the valuable data to fine-tune your future marketing campaigns. You can predict your future revenue and sales figures by looking at current and historical trends and data.

4. Customizations

Your business needs are specific and different from those of your competitors. 

Therefore, you need a CRM tool that allows room for those specifics.

When you customize various features on your program, you allow for more in-depth sales analytics to be recorded, which will help your business to have a clear vision of its revenue goals.

Customizations also help with UI, making the workflow smoother.

5. Sales Reporting

Sales reports help you know your best customers, where leads are coming from, customer motivation for purchasing from you, and sales pipeline pain points.

Through this feature, you can track metrics like the number of meetings, emails sent, quota attainment, and the number of deals closed. These sales reports can be sent to you daily, weekly, monthly, yearly, etc.

6. Integrations

There are many functionalities that CRMs don’t have. Integrations give your CRM the power to do things it otherwise couldn’t. The most common integrations you should look for are:

  • Email Integration: Email services are the most common integration with a CRM. Customer communications are smoother when you use email automation with your platform. The response you get from customers after you send them newsletters and email campaigns helps your sales team to identify the customers who are likely to convert, which allows you to act accordingly. Email integration also helps you to have targeted campaigns towards customers.
  • Calendar Integration: The calendar integration with your CRM helps you to manage customer appointments and any scheduled events. Your employees can also benefit from this integration by planning their daily activities without dabbling between platforms.
  • Social Media Integration: Social media integrations help you connect your CRM to popular social media platforms like Linkedin. Facebook, and Twitter. That allows you to gather valuable insights about your social audience which you can later use to create content or launch marketing campaigns that they can engage with.

CRM for Startups FAQ

Do startups need a CRM?

Yes. A Startup needs a CRM. We say that because, without a CRM system in place to capture necessary data from prospects, it would be impossible to personalize your marketing campaigns, hence resulting in a low or negative ROI.

A CRM helps to facilitate the growth of your business through optimization and regular opportunities the tool presents to you.

Features like sales automation and lead management drive increased revenue. Workflow automation and other third-party integrations automate data entry to save you precious time.
For these reasons and more, a CRM system is a must-have for any startup.

How much does a CRM for startups cost?

The cost of a CRM for startups varies a lot. These costs are dependent on which CRM you use for your startup.

The lowest price you can get for a CRM is $0. Several CRMs have a free plan. The catch is that the software will be limited in functionality and the number of users specified to use the tool.

CRM starter plans can be as low as $7.80 from Monday.com and as high as $50 from Hubspot.

The premium plans are as low as $25 when you choose Nimble and as high as £800 per account if you use SugarCRM. The CRM tool for startups that you should use depends on why you want to use a CRM.

Which CRM Tools for Startups Should I Try

There are a lot of CRM tools in the market today that startups can try. Some CRMs are industry-specific, but most are generally for all types of businesses.

  • Freshsales is one of the best sales CRMs for startups in the market today. It uses an AI-powered assistant called Freddy to analyse historical data then provide you with insights and recommendations that can help you close more deals.
  • Monday.com is the most affordable CRM for startups on a strict budget. Many SAAS startups opt for this tool because it's easy to use and scalable.
  • If you’re looking for an all-in-one comprehensive CRM software, then Keap would be an excellent choice for you. It's a great Hubspot alternative that has all the functionalities you will need to run your startup.
  • Pipedrive offers a visual sales pipeline that helps you stay organized and in control of complex sales processes.Instead of focusing on the sale, this tool focuses on recommending the next best action you should take that will eventually lead to the sale. It’s ridiculously easy to use and a great tool to start with if you're new to the CRM space.
Written by
Martin Luenendonk
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