Best CRM for Startups CRM Software for Startups

Your CRM should be affordable and provide a great ROI in the long term, not just now. If you wait until you have more customers before you improve the customer experience, it might be too late. A CRM may seem like a needless investment if you don’t have many customer relationships to manage. Your instinct may be to wait until you absolutely can’t go any longer without a CRM. When you have thousands of customers, it’s a lot harder for your salespeople to do that. We’ve looked at 35+ different CRM platforms in this article, each offering something a little different for each business type.

Fast-growing software startup DashThis had trouble nurturing its growing pool of customers. It needed a simple way to manage inquiries and keep track of support requests. Pipedrive’s LeadBooster add-on powers lead generation to feed your sales funnel and help your startup grow. Capture website visitors, find new prospects and shorten user journeys with this add-on to augment your sales funnel management. The perfect CRM software for startups is affordable, easy to use and reliable.


When you have to handle a ton of work all by yourself, it can be quite difficult to keep your startup business afloat. Of these, monday sales CRM scores the highest according to G2 software ratings with 4.7 out of 5.0. Step 2) You also need to test out the different features of the CRM to make sure that it is user-friendly and meets your needs.

best crm for startup

It provides startups with the tools they need to tackle the challenges of rapid growth. And we haven’t even mentioned the marketing, sales, and customer support tools yet. Monday sales CRM scores higher in G2 software reviews than other customer relationship management systems like HubSpot, Salesforce, Pipedrive, or Zoho CRM. As with all of our products, you can try monday sales CRM for free — really, no credit card required — for a two-week trial.

Ready to try a CRM for your startup?

Many CRM solutions are available as software as a service (SaaS), which means that you only pay for what you use and can stop using it at any time. There has been an increase in CRM development that caters to the individual needs of certain industries. Examples best crm for startup include hospitality, banking, construction and healthcare, which are all industries that rarely benefited from CRMs in the past. Small business owners are also beginning to recognize the value that CRMs can give to customers and conversion rates.

  • Affordable and packed with robust features, Insightly offers scalability that ensures you’ll never outgrow it.
  • The more customization options you have, the easier it will be for you to use the software effectively.
  • A good customer relationship management (CRM) platform ties your sales and marketing efforts together, allowing you to handle a larger customer base.
  • Deliver excellent customer experiences using a CRM that helps you organize and analyze your customer data, from tailored messages to content and cadences.
  • The platform provides a 360-degree view of your customer and makes sure that you and your sales and marketing teams know what strategies are best suited in handling every customer.

It lets you analyze your marketing pipeline, manage unlimited contacts, and access advanced reports. This CRM solution lets you manage all your business operations in a single place. It lets you visualize your team’s milestones and deadlines and run email marketing campaigns. With so many tools in the market, it might be difficult for you to choose the best one.

Pipedrive: Best for Closing Sales Deals

Better relationships can raise your sales conversion rate, boosting the profitability of your company. While using analytical tools, you may improve every stage of the sales cycle and adjust your plan in light of discernible trends. CRM basically means customer relationship management and it often refers to a software solution that can help you win at customer satisfaction.

best crm for startup

The good thing about this system is that you only pay for what you need whereas Ontraport tends to leave you paying for certain things you don’t need. Freshworks’ pricing for individual tools is very reasonable, too, but you do have to sit down and figure out exactly what you’re going to need. We looked at Freshsales as a CRM for SaaS businesses in the last section but Freshworks has an entire range of software products that are important for online retailers. All of this adds up to a comprehensive offering that’s reasonably priced and leaves a lot of room for growth.

Streak (best for startups that need CRM integration within Gmail)

This marketing automation system also features lead scoring, which takes into account the key information from social media profiles of customers when assigning points. It provides advanced features such as marketing automation, workflow automation, sales cadences, live chat, sales automation, web forms, analytics, and 700+ integrations. You can upgrade to Enterprise plans and access advanced features such as lead scoring, marketing analysis, revenue management, customer journey analytics, and more. This CRM software is easy to integrate with other marketing and customer service tools, so you can share data between apps (Google Sheets, Slack) and boost your company’s growing operations. We’ll talk about the key features these CRM software offer entrepreneurs looking to grow their business. Of course, we’ll also share details of pricing plans too, so you know how much you’ll have to shell out for these CRM tools.

There are a few key things you can use to determine if a platform will be a good fit for your needs. The return on investment from selecting the best CRM software can be massive. However, with so many CRM platforms on the market, the search can be overwhelming.

Why do startups need a sales CRM?

It provides flexible pricing plans that allow you to find detailed customer purchase histories or stack them together for an all-in-one CRM solution. Even if the CRM is easy to use, you still need to have an idea of how well the software will help you grow. Make sure that when you’re test driving a platform, you aren’t just playing with the features for fun. Only then will you gain a clear, accurate idea of how that particular CRM will help your startup grow. It allows users to easily organize their contacts, track sales teams’ activities, and manage a streamlined sales process.

best crm for startup

That’s why startups looking for CRM software should be strategic about their choice when selecting the right platform for their business. Affordable and packed with robust features, Insightly offers scalability that ensures you’ll never outgrow it. Imagine the ease of converting quality leads to opportunities, managing them effectively, and growing your business faster than ever. With automation in business workflow and process, you free your team from repetitive tasks, allowing focus on what matters most. Streak CRM is a great option if you need an all-in-one solution designed to work seamlessly within your Gmail interface. If you’re already using Gmail and other Google Workplace apps, Streak provides a highly intuitive platform for customer relationship management.

What should you look for in CRM software? is a project management solution, but the company takes the same approach regarding user experience in its CRM. The platform is intuitive, visually appealing, and makes customization and integrating other apps easier than some of its competitors. The blend of functionality and ease of use ensures team members will adopt many of the tools available within the software. The best CRMs are fully customizable, have sales automation capabilities, and include messaging functionality and email templates.