7 Best CRM for Startups in 2024

6 months ago 51

We whitethorn gain from vendors via affiliate links oregon sponsorships. This mightiness impact merchandise placement connected our site, but not the contented of our reviews. See our Terms of Use for details.

Looking for the champion CRM for startups? Check retired our broad guide. Compare features, pricing, and reviews to find the champion CRM solution for you.

  • Best wide CRM bundle for startups: Freshsales
  • Best CRM offering cardinal add-on upgrades: Pipedrive
  • Best CRM offering precocious selling tools: Zoho CRM
  • Best for tracking some ongoing and post-sales projects: Insightly
  • Best for monitoring analyzable income processes: Salesforce
  • Best CRM bundle offering customizations: Capsule
  • Best escaped CRM bundle for startups: HubSpot

Even startups tin payment from implementing a customer narration management software. Investing successful a CRM instrumentality tin beryllium a large leap from managing lawsuit accusation successful worksheets and escaped documents.

Top providers similar Freshsales, Pipedrive and Zoho CRM tin assistance startups make and finetune effectual selling and income processes and workflows, show squad show and solidify and unafraid information organization. While being affordable and customizable, the champion CRM bundle for startups volition turn with the enactment and beryllium scalable to acceptable their evolving needs.

Top CRM bundle for startups comparison

Depending connected the circumstantial industry, startups don’t needfully request the astir precocious method features. But immoderate halfway features that marque the bundle worthy the concern see pipeline and papers absorption and the integration capabilities the tools offer.

Startups request a CRM bundle that tin integrate with their existing tech tools, similar email, calendar oregon adjacent website builders. Additionally, a free-for-option tin beryllium charismatic for its outgo effectiveness positive entree to basal income oregon selling features.

SoftwareSales pipeline managementNative oregon third-party integrationsDocumentation trackingFree-for-life optionStarting terms for a paid tier*
FreshsalesYesYesLimitedYes$9 per user, per month
PipedriveYesYesYesNo$14.90 per user, per month
Zoho CRMYesYesYesYes$14 per user, per month
InsightlyYesYesLimitedYes$29 per user, per month
SalesforceYesYesYesNo$25 per user, per month
CapsuleYesYesYesYes$18 per user, per month
HubSpotYesYesYesYes$15 per user, per month

*Price erstwhile billed annually.

Freshsales: Best wide CRM bundle for startups

Our prima rating: 4.4/5

Freshsales logo.Image: Freshsales

Freshsales is simply a robust interaction absorption level that has a large premix of halfway CRM features and precocious tech tools. This includes Freshsales’ broad AI-assistant, Freddy, that tin score, way and adjacent prosecute with leads connected a rep’s behalf. The bundle itself is scalable for startups to customize their diagnostic enactment and past upgrade for much entree oregon information retention erstwhile the clip comes, each astatine an affordable terms with escaped and paid tools.

Pricing

  • Free CRM: Free for up to 3 users and offers email templates, a income dashboard and more.
  • Growth: $9 per idiosyncratic per month, billed annually, oregon $11 per idiosyncratic erstwhile billed monthly.
  • Pro: $39 per idiosyncratic per month, billed annually, oregon $47 per idiosyncratic erstwhile billed monthly.
  • Enterprise: $59 per idiosyncratic per month, billed annually, oregon $71 per idiosyncratic erstwhile billed monthly.

Features

  • Lead scoring and qualifying: Capture precocious prime leads and delegate them a people based connected their likelihood to person into a lawsuit (Figure A).
  • Detail sections: View in-depth understandings of each interaction crossed modules, apps and touchpoints.
  • Event tracking: Gain greater visibility into perfect customers enactment and behaviour astir website enactment similar leafage visits, signifier completion, contented downloads.
Sample interaction  scoring insights by Freddy AI.Figure A: Example penetration into Freddy AI interaction score. Image: Freshsales

Freshsales pros and cons

ProsCons
21-day escaped trial.Limited income features disposable successful the escaped CRM tier.
Powerful AI automation and tools.Lacks a bully assortment of integration capabilities, for illustration with Google.
Users study an interface that is casual to navigate.Only allows six reports per dashboard.

Why we chose Freshsales

Freshsales is simply a fashionable CRM bundle that continues to basal retired against competitors for its premix of affordability and immense halfway features. Referencing our inhouse rubric, Freshsales scores highly successful cost, customization options and easiness of use, which instrumentality into relationship existent idiosyncratic feedback and experience.

That said, Freshsales lone allows a max of 3 users and lacks immoderate selling features startups mightiness privation to capitalize on. If those features are important to you erstwhile investing successful a CRM tool, see checking retired Zoho CRM for its precocious selling capabilities.

SEE: For much information, cheque retired our successful extent reappraisal of Freshsales.

Pipedrive: Best CRM offering cardinal add-on upgrades

Our prima rating: 4.4/5

Pipedrive logo.Image: Pipedrive

Pipedrive offers highly ocular pipelines that tin assistance startups representation retired and trial pipeline stages to support tabs connected incoming leads and imaginable projects. In summation to halfway CRM features, Pipedrive offers add-on upgrades organizations tin acquisition separately truthful they lone wage for what they need. The a la carte features see prospecting and selling tools similar papers tracking and signing and website visitant tracking.

Pricing

  • Essential: $14.90 per idiosyncratic per month, billed annually, oregon $21.90 per idiosyncratic erstwhile billed monthly.
  • Advanced: $27.90 per idiosyncratic per month, billed annually, oregon $37.90 per idiosyncratic erstwhile billed monthly.
  • Professional: $49.90 per idiosyncratic per month, billed annually, oregon $59.90 per idiosyncratic erstwhile billed monthly.
  • Power: $64.90 per idiosyncratic per month, billed annually, oregon $74.90 per idiosyncratic erstwhile billed monthly.
  • Enterprise: $99.00 per idiosyncratic per month, billed annually, oregon $119 per idiosyncratic erstwhile billed monthly.

Features

  • Workflow automation: Automate repetitive income tasks and standardized enactment processes to prevention clip and summation productivity (Figure B).
  • Add-on upgrades: Purchase a la carte peculiar features to customize the bundle experience.
  • Mobile application: Access each income information connected the spell from immoderate device.
Pipedrive automation template page.Figure B: Pipedrive automation template page. Image: Pipedrive

Pipedrive pros and cons

ProsCons
14-day escaped trial.Doesn’t connection a free-for-life tier.
Offers a la carte upgrades and purchases.Limited selling automations and features.
Clean and elemental pipeline idiosyncratic interface.Limited pb segmentation capabilities.

Why we chose Pipedrive

Pipedrive is an highly intuitive level that is deal-driven and tin integrate easy with tools successful an existing income tech stack. This makes it a large prime for startups looking for an casual to usage level that tin beryllium implemented and utilized by squad members with small onboarding and training.

Pipedrive’s disposable add-ons are strong, but they tin adhd up rapidly successful monthly fees. If a startup needs a prebuilt suite of tools, see Zoho CRM for its income and selling mix.

SEE: For much guidance connected this product, work the afloat Pipedrive review.

Features

  • Processing rules: Set up rules successful the CRM bundle specified arsenic pb sorting, discount approvals and validating income data.
  • Omnichannel marketing: Converse successful existent clip with leads done aggregate outlets specified arsenic societal media, email and telephone campaigns (Figure C).
  • Territory management: Categorize incoming leads based connected applicable criteria to amended benignant and delegate leads to the close income rep.
Zoho CRM societal  absorption   page.Figure C: Zoho CRM societal media speech manager. Image: Zoho CRM

Zoho CRM pros and cons

ProsCons
15-day escaped trial.Requires dense customizations to start.
Robust halfway income and selling features.Users study mediocre level tutorials and resources.
Seamless societal media integrations and campaigns.Only offers 8/5 lawsuit support.

Why we chose Zoho CRM

Zoho CRM acts arsenic a fully-featured income and selling bundle with a multichannel pb absorption system. Its precocious scores successful pricing, customizations and halfway features marque it a large enactment for startups wanting a instrumentality that tin assistance the concern pull and clasp customers.

If your startup isn’t looking for a CRM bundle to grip the bulk of selling efforts and alternatively needs an enactment that tin enactment a much analyzable income process, see Salesforce for its process absorption and information tracking features.

SEE: For much insight, caput implicit to our updated Zoho CRM review.

Insightly: Best for tracking some ongoing and post-sales projects

Insightly logo.Image: Insightly

Our prima rating: 4.3/5

Insightly’s CRM provides a bid of built-in tools and integrations that tin show and way projects from opening to extremity and beyond. After a woody is closed, it tin beryllium converted into a task that encompasses each the important data, documents and notes from the sale. Startups tin usage this diagnostic to location each applicable lawsuit absorption info to continually show relationships and travel up accordingly.

Pricing

  • Free CRM: Free for up to 2 users and 2,500 records.
  • Plus: $29 per idiosyncratic per month, billed annually.
  • Professional: $49 per idiosyncratic per month, billed annually.
  • Enterprise: $99 per idiosyncratic per month, billed annually.

Features

  • Opportunity management: Identify income milestones and adjacent steps for opportunities done a pipeline tracker.
  • Google Workspace integration: Connect the bundle with each the astir fashionable Google workspace products.
  • Product absorption and quotes: Create customizable merchandise inventories, terms books and quotes to stock straight with clients (Figure D).
Example merchandise  punctuation  feature.Figure D: Insightly merchandise and punctuation creator tool. Image: Insightly

Insightly pros and cons

ProsCons
14-day escaped trial.Limited record retention disposable successful the endeavor tier.
1,000+ integrations available.User enactment costs extra.
Built-in task absorption tools.Lacks large customization options.

Why we chose Insightly

Insightly ranks arsenic 1 of the champion CRM bundle with a assortment of integrations, which makes it an highly customizable tool. It’s a large enactment for startups that truly privation to cater to customers adjacent aft a woody is completed to assistance boost lawsuit retention and reputation.

Even though Insightly tin grip income and ongoing task management, its escaped CRM mentation could beryllium excessively barebones for immoderate teams — adjacent startups. For a much fully-featured escaped tier from a CRM software, look into HubSpot.

SEE: Read the afloat Insightly review for a breakdown of cardinal features, alternatives and more.

Salesforce: Best for monitoring analyzable income processes

Salesforce logo.Image: Salesforce

Our prima rating: 4.1/5

Salesforce users tin person abstracted pipelines for managing leads and opportunities, arsenic good arsenic robust customized reporting dashboards to enactment connected apical of the income process. These views let startups to simplify adjacent analyzable processes with aggregate milestones, engagements oregon documents to track. Included successful this instrumentality are interior connection and collaboration tools that assistance aggregate reps show the aforesaid account.

Pricing

  • Starter Suite: $25 per idiosyncratic per month, billed annually.
  • Professional: $80 per idiosyncratic per month, billed annually.
  • Enterprise: $165 per idiosyncratic per month, billed annually.
  • Unlimited: $330 per idiosyncratic per month, billed annually.
  • Unlimited+: $500 per idiosyncratic per month, billed annually.

Features

  • Internal collaboration tools: Connect and converse with interior squad members and peers done a built-in chat function.
  • Sales engagement: Engage with precocious prime leads and customers straight from the level with built-in dialers and email automations.
  • Revenue intelligence: Create income strategies based connected purpose-built analytics and actionable insights (Figure E).
Samples squad  gross  tracker.Figure E: Salesforce income squad gross tracker. Image: Salesforce

Salesforce pros and cons

ProsCons
30-day escaped trial.Doesn’t connection a constricted escaped mentation of the platform.
Highly scalable software.Upgrades tin beryllium pricey.
Offers robust customized reporting tools.Lacks immoderate cardinal selling features.

Why we chose Salesforce

Salesforce income CRM covers astir each of the halfway features users would privation successful a software, including income automation, reporting and analytics and task absorption tools. While these features are offered astatine antithetic terms tiers, the almighty integrations marque it scalable to lucifer a startup’s growth.

Though Salesforce has precocious income features, its pricing tin beryllium connected the precocious end, and users study it being a analyzable level to larn and navigate. If your startup needs much intuitive bundle to get started, see Freshsales for its casual to navigate idiosyncratic interface.

SEE: Check retired our successful extent Salesforce review, wherever we screen the cardinal features, apical alternatives and much of Salesforce.

Capsule: Best CRM bundle offering customizations

Our prima rating: 4/5

Capsule logo.Image: Capsule

Capsule allows organizations to wholly customize their level to conscionable their circumstantial income and selling needs. Users tin make customized fields to bespeak each startup’s workflows, customized milestones to way income pipelines and adjacent customized branding kits straight successful the platform. All of these customizable features let for unsocial workflows and information to beryllium securely monitored and enactment types to beryllium tracked.

Pricing

  • Free CRM: Basic features for up to 2 users and 250 contacts.
  • Starter: $18 per idiosyncratic per period erstwhile billed annually, oregon $21 erstwhile billed monthly.
  • Growth: $36 per idiosyncratic per period erstwhile billed annually, oregon $38 erstwhile billed monthly.
  • Advanced: $54 per idiosyncratic per period erstwhile billed annually, oregon $60 erstwhile billed monthly.
  • Ultimate: $72 per idiosyncratic per period erstwhile billed annually, oregon $75 erstwhile billed monthly.

Features

  • Leaking pipeline tracker: Run this study diagnostic to visualize precisely wherever and past wherefore you’re losing cardinal income opportunities.
  • Contact enrichment: Use societal hunt integrations to perpetually auto-enrich and update what accusation is attached to each lead’s interaction card.
  • Email campaigns: create branded and cohesive email templates that are automatically sent to apical leads to thrust responses and engagement (Figure F).
Example email template page.Figure F: Sample Capsule email template. Image: Capsule

Capsule pros and cons

ProsCons
14-day escaped trial.No assigned income squad oregon relationship manager.
Offers extended enactment during onboarding specified arsenic demo, tutorial videos and idiosyncratic guides.Limited entree to some income and selling features successful the escaped version.
Platform is accessible some connected and offline.Users study airy reporting capabilities.

Why we chose Capsule

Capsule is simply a comparatively caller lawsuit narration absorption instrumentality that offers almighty income tools wrong a precise casual to navigate platform. Both its pricing and integration capabilities are up to par with the champion and astir fashionable CRM bundle connected the market, making it a large prime for startups that aren’t successful request of an manufacture circumstantial tool.

While Capsule offers each the income automation and features startups mightiness request from a CRM software, users mightiness request much analytical and reporting tools than it tin offer. If that’s the case, cheque retired Freshsales’ for its AI-powered reporting capabilities.

HubSpot: Best escaped CRM bundle for startups

Our prima rating: 4/5

HubSpot logo.Image: HubSpot

HubSpot offers some a escaped mentation of their CRM bundle successful summation to its paid upgrade options. Within the escaped version, users tin way and analyse income advancement successful existent time. Users are granted entree to gathering schedulers, email template builders and unrecorded chat software. This almighty escaped CRM bundle besides integrates with each of HubSpot’s autochthonal and 3rd enactment integrations for assistance table and integer selling tools.

Pricing

  • Free CRM: Free for up to 2,500 users with interaction management, quotes, unrecorded chat and more. 
  • Sales Hub Starter: $15 per spot per month, billed annually, oregon $20 erstwhile billed monthly. 
  • Sales Hub Professional: $90 per spot per month, billed annually, oregon $100 erstwhile billed monthly and one-time $1,500 onboarding fee.
  • Sales Hub Enterprise: $150 per spot per month, with an yearly committedness and one-time $3,500 onboarding fee.

Features

  • Email tracking: Get notified erstwhile leads unfastened up an email to correctly clip travel up interaction (Figure G).
  • Payment management: Accept payments, negociate subscriptions and make outgo links similar quotes oregon invoices to connect to gathering invites.
  • Forecasting: Get a afloat presumption of the income pipeline and show projected incoming deals and projects.
HubSpot email tracking popup.Figure G: HubSpot email tracking popup. Image: HubSpot

HubSpot pros and cons

ProsCons
Startups tin suffice for discounts.Paid plans tin get pricey for startups.
Easy onboarding and implementation of the software.Free tier doesn’t connection assemblage support.
User reports of an intuitive interface.Limited reporting.

Why we chose HubSpot

HubSpot is our apical enactment for best wide escaped CRM software. Where it mightiness deficiency successful wide customizations, it makes up for successful integration capabilities. For startups looking for a escaped CRM instrumentality that tin let much than 2-5 escaped users, HubSpot makes the astir consciousness to commencement with.

Though HubSpot offers a robust escaped mentation with an allowance of implicit 2,000 users — which tin beryllium highly appealing to startups — its paid tiers that assistance entree to much precocious income and selling features are pricey compared to different software. If your enactment anticipates having to standard up to a paid tier sooner alternatively than later, see Freshsales for its affordable paid tiers and upgrades.

SEE: For much information, work our afloat reappraisal of Hubspot.

How bash I take the champion CRM bundle for my startup?

This database I’ve curated includes the apical CRM providers successful the marketplace that tin conscionable the circumstantial needs of a startup portion being scalable for aboriginal growth. Now you request to constrictive these platforms down to find the bundle that champion fits your niche concern goals, manufacture and budget. Requesting quotes oregon demos from options, oregon signing up for the escaped trials and versions is simply a bully adjacent step.

Below are illustration questions to inquire erstwhile researching CRM bundle for your startup:

  • What is the full in-market expertise for your industry?
  • Is the CRM scalable and elaborate capable to acceptable your business size?
  • Are the services wrong your budget?
  • Do you privation a much customizable and open-source CRM?
  • Does the CRM connection the halfway features you need, specified arsenic database segmentation oregon a mobile app?
  • Does the CRM bundle integrate with tools you already person successful your tech stack?

Review methodology

I selected and past scored each supplier successful this database against an inhouse rubric with outlined criteria and subcategories of features recovered successful the top wide CRMs. Using that rubric and an algorithm to cipher an wide prima standing retired of 5 stars, I past assigned each CRM bundle an perfect usage case.

Here’s a breakdown of the scoring criteria I followed:

  • Cost: Weighted 25% of the full score.
  • Core features: Weighted 25% of the full score.
  • Customizations: Weighted 15% of the full score.
  • Integrations: Weighted 15% of the full score.
  • Ease of use: Weighted 10% of the full score.
  • Customer support: Weighted 10% of the full score.

Also Read

Read Entire Article