8 Best Marketing CRM Tools for More Effective Marketing Strategies in 2023

Business processes isolated in silos discourage transparency and communication between teams. No more juggling spreadsheets and post-its to organize tasks and assignments. Startup CRMs centralize all your data and eliminate manual processes through workflow automation.

What is CRM for startups

There are a few reasons we think HubSpot is the overall best CRM for startups. Firstly, there’s the HubSpot for Startups program, which provides startup-friendly onboarding and tailored training, plus hefty discounts of up to 90% for eligible ventures cheap crm for startups in the first year. This can help keep costs low so you have more of your budget left over to spend on growing your business. HubSpot is our overall top pick thanks to its generous free plan, extensive suite of tools, and startup-exclusive discounts.

Freshsales (top CRM for sales teams)

Its standout features include automatic task reminders, customizable email templates, and seamless integrations with platforms like Mailchimp and Quickbooks. Although there are only paid versions, a trial lets you explore its capabilities. A CRM is a customer relationship management system, which is used to help businesses organize and maintain all their customer data in one place.

  • Insightly leads the way when it comes to project management, with a ton of advanced tools for workflow automation.
  • Zoho CRM is a strong contender in the fight for CRM supremacy, thanks to the platform’s ease of use, combined with a powerful feature set for sales and marketing teams.
  • The greatest advantage of adopting a sales CRM is that it turns sales into a trackable and transparent process.
  • Besides, you can integrate FreeAgent with 100+ applications, with the ability to expand your options through Zapier.
  • Read on and we’ll tell you everything that you need to know about them.

Organizations with more than three workers pick from an increment of five. For example, if you have 14 employees who need access, you will still have to pay for 15. The best CRMs are those that can easily integrate with popular marketing and accounting tools, such as MailChimp or QuickBooks, allowing businesses to streamline their processes and save time.


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. Pipedrive is best for small businesses that want a simple CRM for lead management.

Your CRM will scale with your business, giving new team members instant access to sales processes and product information. Learn more about how monday sales CRM will grow alongside your business by signing up for a free trial below. They also create tools for marketing, sales, and customer experience teams. Their main tool is a CRM system, which includes contact management, email marketing, and sales automation features, just to name a few. CRM software allows you to manage contacts and gain holistic visibility into lead pipelines and customer journeys. However, it does not offer key capabilities for handling other types of projects, such as product development.

Overview of all products

You can track different metrics such as lead conversion rates and sales revenue to identify areas for improvement. A CRM purchase is one of the most important decisions a company can make—it affects many of the most important moving pieces of business in the modern world. It not only helps determine how customers perceive a particular company (i.e., the customer experience), it also determines how efficiently and effectively customer-facing employees carry out their roles. It’s easy to see how banks, insurance agencies and casinos would have different requirements for CRM. After all, their Cs (customers) are different, and their Rs (relationship with their customers) are different, so it’s no surprise that they’d be managed differently as well. Like many CRM on this list, Zoho Bigin does offer a free plan, but it’s quite bare bones, even compared to the already-light paid plans available.

What is CRM for startups

Although CRM isn’t Monday.com’s primary focus, it advertises a number of CRM features, all set within the context of a broader online collaboration platform. You can think of it as a general “work management” tool that’s designed to help teams stay on task and keep projects running smoothly, which overlaps with key CRM functions. Maybe you think of customer relationship management (CRM) systems as software that’s primarily designed for large enterprises, but this isn’t the case. Plenty of vendors aggressively target smaller businesses with their CRM products, and with good reason. After all, small to midsized businesses (SMBs) account for as much as 90% of all companies worldwide, according to the World Bank.

Automate Data Analysis and Reporting

It can be integrated with over 400 third-party applications, including Leadfeeder, Zoom, Calendly, and Zapier. However, cheaper plans have a lot of limitations, so if you’re willing to pay for a high-tier plan, you’ll get the most for your money. Determining which CRM is best for marketing depends on various factors, including the specific needs and goals of the business.

Considering these factors will ensure you choose the CRM system that best propels your startup toward growth and success. While it might not always be in CRM comparisons, its offerings are unmatched for startups prioritizing simple financial management. An intuitive lead report ensures that you stay on top of every opportunity, with key details just a glance away. Collaborate easily with your team for just $15/user/month, and customize fields without needing tech-savvy skills. The free version is ideal if you’re just starting out or have a small team.

Website Building & Management

Its UI is elegant and clutter-free, and it can integrate with accounting systems, such as Freshbooks, Quickbooks, and Xero, making it easy to get up and running with your organization’s existing contacts. Although it lacks some of the competition’s features, we appreciate its more minimalist approach. If you’ve just started transitioning away from maintaining contacts in spreadsheets, and you aren’t ready for a major CRM system’s deep feature set, give Bigin by Zoho a look. Just be aware that if your organization starts to outgrow its capabilities, upgrading to the full Zoho CRM product won’t be as smooth as simply upgrading your license. One obvious way they do this is by pricing their products within reach of modest budgets. They also need to be able to get the software up and running with limited or no IT staff, and their employees must be able to use it without extensive training.

What is CRM for startups

It is now easier than ever to adopt CRM technology into the everyday operation of your company. CRM companies will continue to focus on making CRMs less expensive, easier to use and easier to implement. Companies that have been hesitant about integrating CRM technology into their business will be encouraged to give it a try. Another way to whittle down the plethora of companies is to set a budget at the onset to give you search parameters. This will give you a clear ceiling and eliminate options that live outside your predetermined budget.

Easy user onboarding

Once you invest in a tool like Close, your sales process will become more organized. Pipedrive isn’t the biggest name in the CRM game, but it’s still popular. The company has been able to achieve success by combining an easy-to-use interface with features that actually help salespeople connect with customers and close deals. Zoho CRM is a strong contender in the fight for CRM supremacy, thanks to the platform’s ease of use, combined with a powerful feature set for sales and marketing teams.

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Posted: Tue, 24 Oct 2023 17:04:40 GMT [source]

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