--- title: "Best CRM for Startups Software - 2026 Reviews & Pricing" description: "Find the best CRM for Startups Software for your organization. Compare top CRM for Startups Software systems with customer reviews, pricing, and free demos." source_url: "https://www.softwareadvice.com/crm/startup-comparison/" page_type: "subcategory" language: "en" --- [Home](https://www.softwareadvice.com/) / CRM for Startups Software Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. # Best CRM for Startups Software of 2026 Updated September 21, 2026 On this page 1. FrontRunners 2. Popular Comparisons 3. Buyers Guide Filter products 513 results ### Compare Products Showing 1 - 25 of 513 products #### Company Size - Self-Employed - 2-10 - 11-50 - 51-200 - 201-500 - 501-1000 - 1000+ #### Pricing Options - $$$$$ - $$$$$ - $$$$$ - $$$$$ - $$$$$ ### Compare Products Sort by **Recommendations**: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals. **Reviews**: Sorts listings by the number of user reviews we have published, greatest to least. **Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest. **Alphabetically (A-Z)**: Sorts listings by product name from A to Z. ### Product: Claritysoft CRM [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) 4.50 [(256)](https://www.softwareadvice.com/crm/claritysoft-profile/reviews/) Best for:Customer support ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Claritysoft CRM is a simple yet powerful cloud-based CRM and marketing automation platform built for growing businesses. It brings together sales, marketing, project management, and customer service tools into one easy to use system without the complexity or high costs of larger platforms. Claritysoft stands out for its focus on simplicity paired with exceptional support. Teams get up and running quickly with guided implementation and ongoing free phone support from real people. The platform is highly customizable so you can tailor screens, fields, workflows, and layouts to match your unique processes and team roles. Manage your entire customer journey in one place: generate leads with built-in marketing automation, move prospects efficiently through your sales pipeline, deliver projects consistently, and keep customers happy with strong service tools. A native mobile app keeps everything accessible on the go, while integrated email marketing helps you stay connected and drive more opportunities. With affordable pricing, clean interfaces, and automation that eliminates repetitive work, Claritysoft helps teams get organized, close more deals, and scale without the usual CRM headaches. Trusted by thousands of customers who value clarity and real results over complexity.... [Read more](https://www.softwareadvice.com/crm/claritysoft-profile/) ### Best rated features: For Startups 5.0 Activity Dashboard 5.0 Campaign Management 5.0 Configurable Workflow 5.0 [See all features](https://www.softwareadvice.com/crm/claritysoft-profile/#key-features) ### Product: Salesforce Sales Cloud [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.40 [(18808)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Best for:Mid-size businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, marketing automation and contact management solutions. It assists businesses in overseeing customer accounts, monitoring sales leads, executing and assessing marketing efforts and offering post-sale support. The upgraded Salesforce Lightning Experience enhances the CRM capabilities of Sales Cloud, optimizing the sales cycle and enabling sales representatives to effortlessly generate leads, manage accounts, oversee campaign progress and compile reports. Integration with Salesforce for Outlook allows for seamless synchronization of contacts, calendars, emails and tasks across both platforms, ensuring uninterrupted business operations. Specifically designed for small businesses, Sales Cloud empowers companies to organize contacts, monitor sales activities, manage tasks and events, generate leads and assess performance metrics. Additionally, for larger organizations, the sales cloud enterprise edition enriches the platform with additional features such as call scripting, collaborative selling tools, comprehensive business workflow management, approval processes, custom application development, API integrations and more. The Salesforce CRM solution is available as a software-as-a-service (SaaS) offering, providing a comprehensive technology infrastructure that includes data management, security, workflow integration and user interface functionalities. Automated CRM updates, centralized data and smarter insights backed by the Salesforce Platform and Data Cloud represent a leap towards a data-driven sales strategy. Additionally, the integration of Sales Cloud with Tableau brings advanced analytics to the forefront, enhancing forecast accuracy, pipeline growth and revenue optimization.  Salesforce Sales Cloud underpins revenue growth through its integrated growth platform, encapsulating revenue lifecycle management, CPQ (configure, price, quote) and sales performance management. This integration connects product catalogs, pricing management, contracts and billing in one coherent system, facilitating sales across various channels. Additionally, the partner relationship management is also enhanced, easing the management of resellers, distributors, and other partners to drive channel sales and performance.  Salesforce Sales Cloud presents a sales solution that is adaptable to various business needs, offering total visibility into the sales pipeline. It enhances sales team productivity through built-in AI and sales engagement tools. Trusted AI, grounded in unified sales data, offers sales teams faster, smarter selling capabilities. Furthermore, sales engagement is baked directly into the CRM, allowing for accelerated sales cycles and more impactful buyer connections. Additionally, outcome-based enablement programs improve seller efficiency and productivity, ensuring sales teams operate at peak performance levels. Salesforce Sales Cloud includes Agentforce, comprising SDR (Sales Development Representative) and Sales Coach components. The autonomous agents are designed to scale sales teams effectively. Additionally, it focuses on building the pipeline by autonomously nurturing inbound leads around the clock and elevating sales performance by offering personalized coaching to sales representatives.... [Read more](https://www.softwareadvice.com/product/2764-Salesforce/) ### What users love - Enhanced customer relationship management - Comprehensive sales process control - Highly adaptable platform configuration ### To take in mind - Significant costs and add-on fees - Steep learning and onboarding demands - Complex and limited reporting tools ### Best rated features: Proposal Generation 5.0 Campaign Analytics 5.0 Drag & Drop 5.0 Job Scheduling 5.0 [See all features](https://www.softwareadvice.com/product/2764-Salesforce/#key-features) ### Starter Suite $25.00/month For up to 5 users ### Pro Suite $100.00/month This plan is designed for any size team and is billed annually. ### Enterprise $165.00/month This plan is designed for any size team and is billed annually. [See full pricing details](https://www.softwareadvice.com/product/2764-Salesforce/#pricing-and-plans) ### Product: HubSpot Sales Hub [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) 4.53 [(506)](https://www.softwareadvice.com/crm/hubspot-sales-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Available Software Advice Summary HubSpot Sales Hub is a cloud-based sales platform that supports businesses of all sizes — from solo founders and startups to large enterprise sales teams — across industries including retail, technology, and B2B services. It consolidates the full sales cycle into one platform built on a native CRM, covering contact and lead management, deal and pipeline tracking, email automation, quoting, and sales analytics. Teams can automate lead segmentation, email sequences, and task assignments to reduce manual admin work. The meeting scheduler lets prospects book appointments directly from a website or email. AI-powered features include lead scoring, conversation intelligence with automatic call recording and transcription, predictive forecasting, and a prospecting agent that monitors target accounts and drafts personalized outreach. The configure, price, quote tool generates quotes from within the same platform. Managers get dashboards, revenue tracking, and coaching insights drawn from call data. HubSpot Sales Hub is deployed via web browser with mobile access supported and integrates with over 2,000 third-party apps. Plans range from a free tier to Enterprise. Support is available through a knowledge base, email, phone, and live chat.... [Read more](https://www.softwareadvice.com/crm/hubspot-sales-profile/) ### What users love - Comprehensive sales process management - Responsive and helpful support team - User-friendly and intuitive design ### To take in mind - Clunky and overwhelming navigation - Expensive for growing teams ### Best rated features: Automatic Call Distribution 5.0 Content Delivery 5.0 Mobile App 5.0 Prioritization 5.0 ### Worst rated features: Field Sales Management 3.0 Channel Management 3.0 Task Progress Tracking 3.0 Real-Time Reporting 3.5 [See all features](https://www.softwareadvice.com/crm/hubspot-sales-profile/#key-features) ### Free $0.00 ### Starter $15.00/month ### Professional $90.00/month [See full pricing details](https://www.softwareadvice.com/crm/hubspot-sales-profile/#pricing-and-plans) ### Product: LeadMaster [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) 4.13 [(36)](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/reviews/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow up with leads. The solution comprises of integrated modules for sales force automation, customer relationship management, marketing automation, business analytics and more. Available on a monthly subscription basis, the solution is used across a wide range of large and midsize industry verticals including advertising, banking, real estate, retail and more. LeadMaster offers multiple features integrated into one full package. Email marketing, lead nurturing, marketing analytics, a virtual call center and workflow automation are just a few of the features offered. The intuitive CRM system offers real-time lead capture, lead distribution, nurturing, tracking and customer reporting. Leads can be qualified and converted from almost any source - webinar, call center, landing page, sales lead suppliers and more. LeadMaster also integrates with a variety of useful tools, like Outlook, Google Calendar and click-to-dial VOIP. Field names, dashboard charts, forms and various other functions can be tailored according to business' unique needs. The monthly subscription covers installation, upgrades, maintenance, and software licensing. LeadMaster also offers personal guidance from their LeadMaster Partners.... [Read more](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) ### Best rated features: Search/Filter 5.0 Sales Pipeline Management 5.0 CRM 5.0 Interaction Tracking 5.0 ### Worst rated features: Reporting/Analytics 4.0 Lead Management 4.0 [See all features](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/#key-features) ### Basic $10.00 [See full pricing details](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/#pricing-and-plans) ### Product: BNTouch Mortgage CRM [BNTouch Mortgage CRM](https://www.softwareadvice.com/crm/bntouch-profile/) 4.52 [(98)](https://www.softwareadvice.com/crm/bntouch-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary BNTouch Mortgage CRM is a fully integrated digital mortgage system, CRM, marketing, and POS tool offering a comprehensive mortgage business growth platform for loan officers and mortgage companies. BNTouch Mortgage CRM includes an extensive suite of features such as email and SMS marketing automation, lead distribution and management, 35+ proprietary mortgage tools, digital 1003 application, pre-built marketing content, customized video marketing, curated social media content, plus more. This solution can integrate with LOS, Outlook, Zapier, and other existing systems.... [Read more](https://www.softwareadvice.com/crm/bntouch-profile/) ### Best rated features: Task Management 5.0 Client Portal 5.0 Customizable Templates 5.0 Marketing Automation 4.5 ### Worst rated features: Pre-Qualification 3.5 Loan Processing 3.5 Reporting/Analytics 3.5 Client Management 3.8 [See all features](https://www.softwareadvice.com/crm/bntouch-profile/#key-features) ### Product: Clio [Clio](https://www.softwareadvice.com/legal/clio-legal-profile/) 4.65 [(1747)](https://www.softwareadvice.com/legal/clio-legal-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Ranked #1 and with the most 5-star reviews on Gartner, G2 & Capterra, Clio is the only intelligent legal work platform with context-aware AI and trusted legal research. Enterprise-grade infrastructure: SOC 2 Type II, ISO 27001, HIPAA. Clio uses AI to connect your firm’s work, surface what might otherwise be missed, and drive the right next task, decision, and outcome. 100+ Bar approvals and approvals in all 50 US states. Clio is proudly used by 400,000+ lawyers from large, small & solo firms. Work the way you want with flexible solutions for multi-practice firms and manage your law firm securely from anywhere. Personal Injury, Real Estate, Family Law, Civil Litigation, Criminal Law, Immigration + more. Manage your work in one central system - with matters, legal research, contacts, billing, payments, and everything you need in one place. Also, new to Clio is Clio Accounting which simplifies your billing, payments, and accounting tasks in one connected system, ensuring you stay on top of trust accounting rules with ease. The software suite caters to diverse needs within legal practice, offering features like legal research, AI features for lawyers, legal drafting, law practice management, client intake, customer relationship management (CRM), document automation, docketing, legal billing & accounting, and access to a wide array of third-party apps. With over 250 integrations available, firms can connect Clio’s core system to external tools to enhance workflow and efficiency. Specific functionalities include scheduling, case management, task tracking, collaboration tools, and contact management, enabling legal teams to organize and monitor everything from deadlines to client communications. Financial management is also a focus, with features that support accounting, billing, financial reporting, online payments, and trust account management. Users can track billable hours, create and manage detailed billing plans, initiate payments directly into trust or operating accounts, and customize fee structures to suit firm needs. Document-related features include automation, electronic signature capture, and customized field creation, addressing both organization and compliance requirements. The Clio platform emphasizes accessibility, offering a mobile app for iOS and Android that enables users to handle client interactions, document management, case-related tasks, and billable hour tracking on the go. Push notifications and messaging tools within the app help maintain timely communication, ensuring that critical updates are not overlooked. Security plays a significant role in Clio’s design, as the platform stores data securely in the cloud and adheres to stringent industry compliance standards such as HIPAA, SOC2, and PCI. Continuous vulnerability monitoring is implemented to safeguard sensitive information, and the software meets the requirements for handling protected health information. Additionally, comprehensive training resources and support are also available to assist users in getting the most out of the system. Pricing is based on monthly or annual subscriptions.... [Read more](https://www.softwareadvice.com/legal/clio-legal-profile/) ### What users love - Intuitive and user-friendly interface - Responsive and helpful support team - Comprehensive law practice oversight ### To take in mind - Payment processing and fee frustrations - Clunky and inefficient document handling - Cumbersome and limited invoicing tools ### Best rated features: Archiving & Retention 5.0 Accounting Integration 5.0 Timer 5.0 Multi-Location 5.0 [See all features](https://www.softwareadvice.com/legal/clio-legal-profile/#key-features) ### Clio Pricing $49.00/month The pricing plans offered by Clio range from an entry-level plan called EasyStart at $49 per user per month, offering basic features like time tracking and online payments, to more advanced plans like Essentials and Advanced, providing additional features such as client collaboration tools and document automation. The highest tier plan, Expand, includes comprehensive features like workflow automation, unlimited e-signatures and financial reporting. Customers also have the option to customize their plans with add-ons such as Clio Grow and Clio Work for enhanced client intake and artificial intelligence functionality, respectively. Overall, Clio's pricing structure caters to law firms of various sizes and needs, offering flexibility and scalability.... [Read more](https://www.softwareadvice.com/legal/clio-legal-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/legal/clio-legal-profile/#pricing-and-plans) ### Product: SalesNOW [SalesNOW](https://www.softwareadvice.com/marketing/salesnow-profile/) 4.64 [(81)](https://www.softwareadvice.com/marketing/salesnow-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary SalesNOW by Interchange Solutions Inc. is a cloud-based customer relationship management (CRM) and sales force automation solution that allows sales teams, management and executives to manage aspects of sales cycle including contact, deal, case and lead management, company tracking and sales reporting. It is also available for on-premise deployment. SalesNOW allows users to take sales notes, log their calls, and capture emails automatically; train new employees by keeping corporate account histories of clients; gain a dashboard view of activities of sales representatives; and view various sales data, including next steps on leads, deals, and cases.SalesNOW also allows users to customize tabs, reports, and data fields and provides visual, graphical representations of sales forecasts, funnels, and activity reports. The solution offers a mobile application for Android, iPhone, iPad, and Blackberry devices. SalesNOW is available on a monthly subscription basis that includes support via phone, email and through product tutorials and manuals.... [Read more](https://www.softwareadvice.com/marketing/salesnow-profile/) ### Best rated features: Forecasting 5.0 Email Marketing 5.0 Segmentation 5.0 Workflow Management 5.0 ### Worst rated features: Quotes/Estimates 4.0 [See all features](https://www.softwareadvice.com/marketing/salesnow-profile/#key-features) ### Basic $19.95 [See full pricing details](https://www.softwareadvice.com/marketing/salesnow-profile/#pricing-and-plans) ### Product: Coevera [Coevera](https://www.softwareadvice.com/product/113892-Coevera/) 4.60 [(216)](https://www.softwareadvice.com/product/113892-Coevera/reviews/) Best for:Value for money ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Coevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, sales managers accountable for pipeline, and deals complex enough that consultation rather than transaction wins them. Formerly Pipeliner CRM, built since 2011 on one idea: a sales process should be visible, teachable and repeatable. Intelligence is the default state of the system, not a premium add-on. The platform is industry-agnostic; our strongest results have come from manufacturing, financial services, insurance, software, professional services, energy and mining. Sales leaders buy Coevera for a forecast they can defend. Sales operations teams buy it because it can be configured, changed and reported on without a dedicated administrator, outside consultants or a multi-year build. Reps use it because the pipeline is visual and the next step is obvious. Voyager AI — predictive deal and pipeline guidance in context, with native MCP so Coevera data is available to the AI tools your team already uses. Visual pipeline management — drag-and-drop pipelines, buying centers and relationship maps, so who is involved in a deal and what stage it is actually in are both visible. Guided selling — your stages, required activities and qualification criteria enforced in the flow of work rather than in a document. Automatizer — no-code workflow automation your own ops team builds and changes. Reporting and forecasting built in — no BI licence required, with BI Feeder exporting to Tableau, Power BI and others when your analysts want the raw data. Four editions at four price points — $65, $85, $115 and $150 per user per month. Implementations run in weeks, not quarters. Served markets: United States, Canada, the United Kingdom, Australia, New Zealand and Europe, with English, German, Spanish and Italian as focus languages.... [Read more](https://www.softwareadvice.com/product/113892-Coevera/) ### Best rated features: Reminders 5.0 Forecasting 5.0 Source Tracking 5.0 Lead Nurturing 5.0 ### Worst rated features: Collaboration Tools 3.0 Prospecting Tools 3.0 [See all features](https://www.softwareadvice.com/product/113892-Coevera/#key-features) ### Basic $65.00/month [See full pricing details](https://www.softwareadvice.com/product/113892-Coevera/#pricing-and-plans) ### Product: MortgageHalo [MortgageHalo](https://www.softwareadvice.com/product/54657-MortgageHalo/) 4.39 [(49)](https://www.softwareadvice.com/product/54657-MortgageHalo/reviews/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary MortgageHalo from Halo Programs is a cloud-based customer relationship management (CRM) solution designed for the residential mortgage industry. It includes automated marketing on behalf of loan officers to their prospects, referral partners and borrowers. All leads generated are exclusive to the LO. The CRM keeps track of clients’ mortgage needs and sends notifications to LOs whenever their client needs a new mortgage or has a referral. Client satisfaction surveys with Net Promoter Score are built in, along with executive reporting. The surveys also generate testimonials that clients can share on social media. The online reputation management feature help lenders build social proof. The built-in vendor-managed automation helps lenders increase customer retention, generate new business opportunities, and drive down the cost to originate loans. It also allows banks to drive more CRA business with native geo-targeting and demographic targeting features. The ClientTracker feature generates leads for pre-approvals and new mortgages. The CRM is also connected to a custom online storefront for the lender, where approved postcards, flyers and emails are set up for LOs to send. It offers a monthly subscription-based pricing and provides support via phone, email and live chat.... [Read more](https://www.softwareadvice.com/product/54657-MortgageHalo/) ### Best rated features: CRM 5.0 Activity Dashboard 5.0 Client Database 5.0 Reporting & Statistics 5.0 [See all features](https://www.softwareadvice.com/product/54657-MortgageHalo/#key-features) ### Starter $417.00/month Up to 3 users - Up to 4,500 contacts - Billed annually ### Growth $625.00/month Uo to 6 users - Up to 9,000 contacts - Billed annually ### Pro $833.00/month Up to 10 users - 15,000 contacts - Billed annually [See full pricing details](https://www.softwareadvice.com/product/54657-MortgageHalo/#pricing-and-plans) ### Product: LeadSquared [LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/) 4.26 [(167)](https://www.softwareadvice.com/crm/leadsquared-profile/reviews/) Best for:Ease of use ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary LeadSquared is an AI-powered platform that unites sales, marketing, field, and service teams to automate workflows and drive outcomes at scale. The company specializes in solving sales challenges for high lead-volume, high-velocity businesses that have multiple sales channels and teams. Currently, LeadSquared is helping 1,600+ enterprises enhance their sales efficiency on a global scale. Known for its verticalized, industry-centric solutions, LeadSquared serves EdTech, Education, Healthcare, BFSI, Real Estate, Automotive, and Hospitality industries. The company is headquartered in Bengaluru, India with a local presence in Middle East, North America, and South Africa. The software is available in a subscription pricing model. It runs on most web browsers and also has a dedicated Android and iOS application.... [Read more](https://www.softwareadvice.com/crm/leadsquared-profile/) ### Best rated features: Engagement Tracking 5.0 Multi-Channel Marketing 5.0 SMS Marketing 5.0 Sales Analytics 5.0 ### Worst rated features: Activity Dashboard 1.0 Social Media Integration 1.0 Reminders 1.0 [See all features](https://www.softwareadvice.com/crm/leadsquared-profile/#key-features) ### Product: Document360 [Document360](https://www.softwareadvice.com/crm/document360-profile/) 4.66 [(292)](https://www.softwareadvice.com/crm/document360-profile/reviews/) Best for:Knowledge Base Management ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Document360 is a cloud-based knowledge base platform that helps businesses of all sizes create, manage, and share structured documentation for customers and internal teams. It serves industries including SaaS, IT consulting, financial services, manufacturing, healthcare, and customer support. Core features include a dual WYSIWYG and Markdown editor, version control with full change history, workflow builder with role-based approvals, multilingual support with machine translation, conditional content blocks, and a support ticket deflector that surfaces relevant articles before queries become tickets. Built-in analytics highlight search gaps, article performance, and user behavior. The platform also supports multiple products and teams within a single knowledge base, custom domains and branding, and an embeddable widget for websites and apps. AI capabilities include article generation from text or uploaded files, FAQ and glossary generation, assistive natural-language search, and a conversational chatbot that draws from multiple content sources. Document360 is SOC 2 Type II compliant, GDPR ready, and ISO 27001 certified. It integrates with Zendesk, Intercom, Freshdesk, Slack, Microsoft Teams, Salesforce, and Zapier. Support is available via email, live chat, and a knowledge base. A 14-day free trial is available.... [Read more](https://www.softwareadvice.com/crm/document360-profile/) ### What users love - Responsive and proactive support team - User-friendly and accessible interface - Robust and intuitive knowledge management ### To take in mind - Occasional slowdowns with large content ### Best rated features: Customizable Templates 5.0 Activity Tracking 5.0 Social Media Integration 5.0 Documentation Management 4.8 ### Worst rated features: API 3.5 Version Control 4.0 Widgets 4.0 [See all features](https://www.softwareadvice.com/crm/document360-profile/#key-features) ### Custom Pricing Custom Pricing available upon request Custom knowledge base solutions for businesses with high-scale and high-security needs. [See full pricing details](https://www.softwareadvice.com/crm/document360-profile/#pricing-and-plans) ### Product: SalesOutlook CRM [SalesOutlook CRM](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/) 4.25 [(71)](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/reviews/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary SalesOutlook is the best CRM for Outlook, Teams and Microsoft 365. SalesOutlook is the No-Login CRM that runs anywhere you can run Outlook or Teams including PC, Mac, Web and Mobile. The CRM was designed to be as easy to use as your Inbox. Organize items using categories, folders and flags. Use our CRM to create Microsoft Outlook tasks and appointments. Complete your Microsoft 365 experience by including a workgroup solution to track Contacts, Companies, Deals and Activities. Use email templates to send emails and campaigns. SalesOutlook CRM is ideal for small business. Easy to deploy via the Office365 admin panel. Deploy once and if users get a new pc the app is already available, no client installation or login.... [Read more](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/) ### Best rated features: Workflow Automation 5.0 Data Security 5.0 Template Management 5.0 Contact Database 5.0 ### Worst rated features: Referral Tracking 3.5 Territory Management 3.7 Email Marketing 4.0 Internal Chat Integration 4.0 [See all features](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/#key-features) ### Basic $40.00/month Monthly ### Annual Subscription $360.00/year Save $120 year by selecting an annual pricing plan. [See full pricing details](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/#pricing-and-plans) ### Product: Quickbase [Quickbase](https://www.softwareadvice.com/crm/quick-base-profile/) 4.43 [(333)](https://www.softwareadvice.com/crm/quick-base-profile/reviews/) Best for:Customer support ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Quickbase is a no-code/low-code operations platform that helps small businesses, mid-market companies, and enterprise organizations across industries such as construction, manufacturing, and professional services manage workflows, projects, and data. The software is deployed cloud-based, so teams can access it from any web browser without installing software. Core features include customizable app building, workflow automation, reporting and dashboards, and role-based permissions. These tools help teams track tasks, reduce manual data entry, and keep information organized across departments. Quickbase also connects with third-party tools like spreadsheets and other business applications to centralize data in one place. Support is available around the clock through an online knowledge base, community forums, and email. Paid plans include access to live support options. Quickbase suits operations teams looking to build custom business apps without relying on dedicated development staff.... [Read more](https://www.softwareadvice.com/crm/quick-base-profile/) ### What users love - Responsive and knowledgeable support - Highly flexible customization options - Automates complex business workflows ### To take in mind - Expensive for growing teams ### Best rated features: Territory Management 5.0 Status Tracking 5.0 Compliance Tracking 5.0 Accounting 5.0 [See all features](https://www.softwareadvice.com/crm/quick-base-profile/#key-features) ### Free trial Custom Pricing available upon request ### Team $35.00/month Minimum of 20 users ### Business $55.00/month Minimum of 40 users [See full pricing details](https://www.softwareadvice.com/crm/quick-base-profile/#pricing-and-plans) ### Product: Rock Solid [Rock Solid](https://www.softwareadvice.com/crm/rock-solid-profile/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Rock Solid OneView is a Microsoft Dynamics-based citizen engagement platform that helps citizens and local governments work as one. Rock Solid tracks citizen interaction and unifies departments to address their needs. It offers case management, reporting and analytics, workflow automation, and customer self-service. Rock Solid enables businesses to manage requests and ensure resolution of issues across all citizen-facing departments. The platform includes reporting dashboards with report building capabilities. Users can design workflows, automate processes, and integrate the platform with existing systems to ensure seamless implementation. Rock Solid includes a customizable mobile app that delivers self-service capabilities to citizens. Citizens can communicate promptly with their government through a variety of methods.... [Read more](https://www.softwareadvice.com/crm/rock-solid-profile/) ### Product: Symphony [Symphony](https://www.softwareadvice.com/accounting/integratouch-symphony-profile/) 5.0 [(1)](https://www.softwareadvice.com/accounting/integratouch-symphony-profile/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary An Inc. 5000 fastest growing private company, recognized by Gartner as a top viable vendor for Integrated Revenue and Customer Management solutions via its Symphony suite. Carriers and Service Providers must be Agile in launching new services and distribution channels. A transformative and differentiated customer experience is critical in retaining and winning new customers. Eliminating disparate systems through a single-stack architecture will deliver the Costs Leadership position required to win. IntegraTouch and Symphony deliver all these benefits. Symphony is a Retail and Wholesale solution encapsulated in a single architecture. Deployment via SaaS or On-Premise with SaaS-like pricing. Symphony scales horizontally, allowing a low entry price point for Startups through Carriers/MNOs, supporting millions of customers. Carriers may want to leverage Symphony for new LOBs such as OTT and IOT services for the complete customer life-cycle. Symphony is an open-architecture which can be integrated with any legacy software. Eliminate swivel-chair interactions with your customers’ from Configure, Price, Quote, to Automated Account Creation, Service Assignment, Provisioning, Rating, Billing, Payment Processing, & Commissioning. Customers’ self-administer their user-access/roles. Help you and your Customers’ win through Data Visualization/Analytics! Direct your company like a maestro conducts an orchestra with IntegraTouch and its Symphony suite! WIN!... [Read more](https://www.softwareadvice.com/accounting/integratouch-symphony-profile/) ### Product: Zoho CRM [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.31 [(6997)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Best for:Enterprise businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respond to customers across channels in real-time. Zia, Zoho CRM's AI-powered sales assistant, can predict an appropriate time to contact customers. It scans emails for emergencies and can display relevant statistics or documents when performing searches. Uers can integrate with G Suite, WordPress, MailChimp, Evernote, Unbounce and other third-party systems. Zoho CRM's software development kits provide tools to build custom functions to add to the CRM. Zoho CRM is available on monthly or annual subscriptions and support is extended via phone, email, documentation and other online measures.... [Read more](https://www.softwareadvice.com/crm/zoho-crm-profile/) ### What users love - User-friendly and adaptable design - Affordable plans and good value - Comprehensive feature-rich platform ### To take in mind - Slow and inconsistent support response - Cluttered and overwhelming interface - Limited and complex email tools ### Best rated features: Client/Property Matching 5.0 For Financial Institutions 5.0 For Mac Devices 5.0 eCommerce Management 5.0 ### Worst rated features: Chatbot 2.0 Social Marketing 3.0 Sales Forecasting 3.0 [See all features](https://www.softwareadvice.com/crm/zoho-crm-profile/#key-features) ### Free Custom Pricing available upon request Up to 3 Users ### Standard $14.00/month ### Professional $23.00/month [See full pricing details](https://www.softwareadvice.com/crm/zoho-crm-profile/#pricing-and-plans) ### Product: SPOTIO [SPOTIO](https://www.softwareadvice.com/crm/spotio-profile/) 4.31 [(78)](https://www.softwareadvice.com/crm/spotio-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary SPOTIO is the field sales execution platform for revenue-driven teams — turning field activity into reliable forecasts, lower cost of sales, and predictable revenue growth. Where field execution is invisible, revenue is unpredictable. Most field sales organizations run on a patchwork of spreadsheets, CRM records that lag days behind reality, and rep self-reporting. SPOTIO replaces that guesswork with a single system of execution: sales and revenue leaders get real-time visibility into rep activity, territory coverage, and pipeline health — from the field to the forecast — while reps get a mobile app built for how field selling actually works. Core capabilities include: Territory mapping and management — Design, assign, and rebalance territories visually. See coverage gaps and rep performance by geography at a glance. Route optimization — Plan multi-stop days in seconds so reps spend more time in front of buyers and less time driving. Lead prospecting — Identify and qualify new opportunities in-territory using built-in business and property data. Multi-channel Autoplays — Automated sequences across visits, calls, texts, and email keep every opportunity moving without manual follow-up tracking. Activity tracking with location verification — Know what happened in the field, not what was reported. Verified visits create rep accountability without micromanagement. CRM sync with Salesforce and HubSpot — Bi-directional sync keeps SPOTIO and your system of record aligned, eliminating duplicate data entry. Performance dashboards — Reporting purpose-built for field sales — not inside sales — so leaders manage to leading indicators, not lagging results. NBA (Next Best Action) is the AI sales optimization engine built directly into SPOTIO that gives revenue leaders a predictive, forward-looking view of pipeline health across every territory — while ensuring every rep executes the right action on the right account at the right time. Value Scores, AI-recommended actions, and a clear reason behind every recommendation replace gut-feel prioritization with a consistent, measurable system. The result: reliable forecasts, lower cost of sales, and revenue growth that scales with the organization, not just headcount . DASH, SPOTIO's AI co-pilot, is built directly into the platform reps already work in. DASH preps reps before every visit, updates records by voice or photo from the field, and drafts follow-ups — with human approval on every change, so your CRM finally reflects what happened today without sacrificing data quality. SPOTIO scales with field sales teams from small business to enterprise across telecom, home services, home improvement, roofing, medical, insurance, distribution, and more. It deploys on iOS, Android, and desktop, and is typically live within weeks, not quarters. The results: customers have driven outcomes like 23% revenue growth and 14 hours saved per rep, per week — with teams typically seeing ROI within months, not years.... [Read more](https://www.softwareadvice.com/crm/spotio-profile/) ### Best rated features: Email Templates 5.0 Real-Time Updates 5.0 For Sales Teams/Organizations 5.0 Content Management 5.0 ### Worst rated features: API 1.0 Sales Reports 1.0 Lead Nurturing 1.0 CRM 1.0 [See all features](https://www.softwareadvice.com/crm/spotio-profile/#key-features) ### Product: HelpCrunch [HelpCrunch](https://www.softwareadvice.com/crm/helpcrunch-profile/) 4.78 [(195)](https://www.softwareadvice.com/crm/helpcrunch-profile/reviews/) Best for:Value for money ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary HelpCrunch is a customer communication platform built for web and mobile businesses, including SaaS companies, e-commerce stores, and digital agencies of all sizes. The software is cloud-based, so no installation is required. Core features include live chat, email marketing, a shared inbox, a knowledge base, and automated messaging. Live chat lets support teams respond to visitors in real time, while automated messages can be triggered based on user behavior to guide customers through onboarding or re-engage inactive users. The shared inbox consolidates conversations from chat, email, and social channels into one place, reducing the chance of missed messages. HelpCrunch also includes a built-in knowledge base tool, allowing teams to publish self-service help articles and reduce repetitive support requests. Support for HelpCrunch users is available via email, live chat, and an online knowledge base with documentation and guides.... [Read more](https://www.softwareadvice.com/crm/helpcrunch-profile/) ### Best rated features: Real-Time Monitoring 5.0 Surveys & Feedback 5.0 Customer Database 5.0 Catalog Management 5.0 ### Worst rated features: Canned Responses 3.0 Third-Party Integrations 3.0 Call Center Management 4.0 Social Media Integration 4.0 [See all features](https://www.softwareadvice.com/crm/helpcrunch-profile/#key-features) ### Basic $15.00/month Total pricing depends on the number of team members and emails. ### Pro $25.00/month Total pricing depends on the number of team members and emails. ### Enterprise Custom Pricing available upon request Contact for pricing details [See full pricing details](https://www.softwareadvice.com/crm/helpcrunch-profile/#pricing-and-plans) ### Product: Zendesk Suite [Zendesk Suite](https://www.softwareadvice.com/product/26892-Zendesk/) 4.41 [(4092)](https://www.softwareadvice.com/product/26892-Zendesk/reviews/) Best for:Features ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Zendesk is a cloud-based help desk management solution offering customizable tools to build customer service portal, knowledge base and online communities. The solution offers a customizable front-end portal, live chat features and integration with applications like Salesforce and Google Analytics. Zendesk is used across a wide range of vertical markets including technology, government, media and retail, from small to large. Zendesk’s online customer portal helps support agents to keep track of tickets raised and their status. Customers can go through existing tickets to find answers from queries similar to their question and if not satisfied, customers can raise their own tickets in the portal. Zendesk also offers branding of support pages with business logos, themes and brand images. Zendesk allows businesses to build a knowledge base to address some of the most prominent and repetitive questions, so that customers can go through the basic set of queries asked in general. Using Zendesk, businesses can also set up an online community where their customers can post queries and reply to ongoing discussion threads.... [Read more](https://www.softwareadvice.com/product/26892-Zendesk/) ### What users love - Centralized multichannel support platform - Robust and flexible ticketing - Intuitive and user-friendly interface ### To take in mind - Escalating costs and limited value - Clunky and limited email handling - Missing and complex feature set ### Best rated features: Predictive Dialer 5.0 Batch Communications 5.0 Tagging 5.0 Online Forums 5.0 ### Worst rated features: Widgets 2.7 Interactive Content 3.0 Account Alerts 3.0 [See all features](https://www.softwareadvice.com/product/26892-Zendesk/#key-features) ### Suite Team $55.00/month ### Suite Growth $89.00/month ### Suite Professional $115.00/month [See full pricing details](https://www.softwareadvice.com/product/26892-Zendesk/#pricing-and-plans) ### Product: RealEstateHalo [RealEstateHalo](https://www.softwareadvice.com/crm/myleaddashboard-profile/) 4.54 [(81)](https://www.softwareadvice.com/crm/myleaddashboard-profile/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary RealEstateHalo from Halo Programs is a cloud-based solution for the residential real estate industry. The platform offers built-in customer relationship management (CRM) tools, real-time reporting and lead generation. It includes automated client follow-up and prospecting programs. A secure data feed can be set up to manage agent data entry. Agents have the ability to opt-out any client from the follow-up program. Print and email touch points include personalized URLs for lead generation. Agents can also sign up to have their company’s approved Just Listed and Just Sold mailings sent automatically. Repeat business, referrals, reviews and testimonials can be generated through marketing campaign features. MyLeadDashboard also measures client satisfaction and the company’s net promoter score. MyLeadDashboard comes with a configurable online storefront, and approved postcards, flyers and emails can be set up for agents to send. MyLeadDashboard is available with monthly subscription-based pricing (plus price per client enrolled) and provides support via phone, email and live chat.... [Read more](https://www.softwareadvice.com/crm/myleaddashboard-profile/) ### Best rated features: Campaign Management 5.0 Agent Management 5.0 CRM 5.0 Customizable Branding 5.0 [See all features](https://www.softwareadvice.com/crm/myleaddashboard-profile/#key-features) ### Starter $48.00/month 1 user or team - Starting at 500 contacts - Billed annually ### Growth $415.00/month Up to 3 users - Up to 3,000 contacts - Billed annually ### Pro $665.00/month Up to 10 users - Up to 10,000 contacts - Billed annually [See full pricing details](https://www.softwareadvice.com/crm/myleaddashboard-profile/#pricing-and-plans) ### Product: Universal Knowledge [Universal Knowledge](https://www.softwareadvice.com/help-desk/universalknowledge-profile/) 4.62 [(13)](https://www.softwareadvice.com/help-desk/universalknowledge-profile/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Universal Knowledge is a knowledge management solution designed by Knowledge Powered Solutions to increase the efficiency of agents and reduce operational costs. The modules offered include call center, customer service, web self-service, help desk and knowledge management. It provides a multi-deployment option and can be hosted either on cloud or on-premise. As part of the knowledge management platform, companies can integrate the system with existing knowledge sources, eliminates the need to duplicate or relocate information. It uses a natural language search, so users can ask questions instead of using keywords. The web self-service module integrates directly with a company website and offers features like automatic FAQ lists, automated query escalation and posting of trending topics. It helps companies reduce operational costs by diverting a large volume of unnecessary customer calls to IVR (interactive voice response). It provides APIs to integrate with CRM, ITSM and Helpdesk applications. Support is offered by email and phone.... [Read more](https://www.softwareadvice.com/help-desk/universalknowledge-profile/) ### Best rated features: Document Storage 5.0 Full Text Search 5.0 Text Editing 5.0 Catalog Management 4.5 ### Worst rated features: Discussions/Forums 1.0 Collaboration Tools 3.0 Customizable Reports 4.0 Knowledge Base Management 4.0 [See all features](https://www.softwareadvice.com/help-desk/universalknowledge-profile/#key-features) ### Basic £10.00/month What’s included? Everything! This makes it simpler and more cost effective for KPSOL customers. Of course, you can control what content a user can see and which functions they can perform using our highly configurable security model.... [Read more](https://www.softwareadvice.com/help-desk/universalknowledge-profile/#pricing-and-plans) ### SaaS Named User Pricing £10.00/year Has full user rights (rights controlled by the customer) and will always be granted access to the system. 1-20 users - £ 25 per month 21-50 users - £20 per month 51-100 users - £15 per month 101-500 users - £12.50 per month 500 + users- £10 per month... [Read more](https://www.softwareadvice.com/help-desk/universalknowledge-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/help-desk/universalknowledge-profile/#pricing-and-plans) ### Product: SAP Customer Experience [SAP Customer Experience](https://www.softwareadvice.com/crm/sap-customer-experience-profile/) 4.25 [(245)](https://www.softwareadvice.com/crm/sap-customer-experience-profile/reviews/) Best for:Features ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary SAP Customer Experience is a cloud-based customer relationship management solution that helps small and mid-size businesses manage communication and interactions with existing and potential customers. It helps businesses to manage the sales pipeline, customers and marketing operations. SAP Customer Experience features built-in sales automation, marketing automation, customer support, help desk and channel management capabilities. The solution can also be deployed on-premise. The sales module helps organizations acquire and retain new business by effectively managing the sales pipeline. The marketing module is designed to develop, execute and manage effective marketing campaigns, and to score and nurture leads. The service module aids organizations in improving client satisfaction and retention rates by providing superior levels of customer support. Other modules include channel management, interaction center, web channel, and business communications management. SAP Customer Experience offers support through an online knowledge base, support portal and via phone.... [Read more](https://www.softwareadvice.com/crm/sap-customer-experience-profile/) ### What users love - Comprehensive client management tools - Effective customer service features ### To take in mind - Complex and unintuitive interface ### Best rated features: Customer Complaint Tracking 5.0 Client Management 4.8 Customer Database 4.8 Interaction Tracking 4.8 ### Worst rated features: Campaign Planning 3.0 Pipeline Management 3.8 Forecasting 3.8 Campaign Management 4.0 [See all features](https://www.softwareadvice.com/crm/sap-customer-experience-profile/#key-features) ### Basic $58.00/month [See full pricing details](https://www.softwareadvice.com/crm/sap-customer-experience-profile/#pricing-and-plans) ### Product: Fieldpoint [Fieldpoint](https://www.softwareadvice.com/crm/fieldpoint-profile/) 4.13 [(16)](https://www.softwareadvice.com/crm/fieldpoint-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Fieldpoint is a field service management solution that optimizes mid-sized and enterprise business operations. With over 25 years of industry experience, this software delivers an all-in-one solution that transforms service organizations to run leaner, smarter, and more profitable businesses with reliable ERP integrations. Fieldpoint invests in R&D. Therefore, with consistent product enhancements and mobile capabilities, it offers a complete and connected field service management software. It is an integrated application set with special industry extensions, giving businesses a suite with the right functionality for specific requirements. Organizations can customize workflows and configurations in Fieldpoint for any business need without investing in constant upgrades and updates. The software’s workflow development maximizes operational efficiency, increases revenue, reduces costs, and improves customer satisfaction. It ensures consistent progression of the service delivery process from the office to the field while being adaptable to the evolving business needs through flexible configuration. The system caters to business-critical workflows like approval processes, quote management, procurement, high severity calls, installations, and service. Fieldpoint enables companies to boost profitability with advanced analytics. It has business intelligence tools to create reports to quantify business success. Each project begins with a quote and is expanded as the project progresses to include all necessary job costing and scheduling features. Appointment and Service Activity modules account for the cost of time and labor and can incorporate this information into the billing cycle. Graphs help users visualize project margins and costs at different phases of projects: estimates versus actuals and percentage of completion. This job-costing structure provides necessary information for managing resources, as well as estimating potential revenue. In addition, all invoicing and billing can be managed from within Alert Stratus. Billing triggers can be added to a project based on a variety of factors, such as a specific date, the percentage of project completion, an important milestone, or billing based on task completion.... [Read more](https://www.softwareadvice.com/crm/fieldpoint-profile/) ### Best rated features: Customizable Fields 5.0 Electronic Signature 5.0 Job Management 5.0 Calendar Management 5.0 ### Worst rated features: Routing 3.0 Technician Management 3.0 Mobile Access 3.2 Dispatch Management 3.5 [See all features](https://www.softwareadvice.com/crm/fieldpoint-profile/#key-features) ### Product: Lofty [Lofty](https://www.softwareadvice.com/crm/chime-profile/) 3.84 [(128)](https://www.softwareadvice.com/crm/chime-profile/reviews/) Best for:Popular ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Lofty is an award-winning, all-in-one marketing, lead generation, and customer relationship management (CRM) platform built specifically for real estate professionals — from solo agents and growing teams to large brokerages. Designed to automate marketing, boost productivity, and streamline sales workflows, Lofty empowers users to capture, nurture, and convert leads into closed transactions more efficiently. Powered by advanced AI, Lofty's AI Workforce delivers intelligent automation, predictive insights, and virtual assistant capabilities, ensuring that agents never miss an opportunity. With more than 33 built-in lead generation methods, cross-platform 360° marketing, brand advertising, and hyper-local automation tools like Lofty Bloom, the platform helps real estate businesses scale their client base and maximize ROI. A key differentiator is Lofty’s IDX-integrated, SEO-optimized websites, which seamlessly sync with the CRM. This integration ensures that lead data flows directly into your pipeline, enabling personalized follow-ups, automated nurturing, and real-time engagement tracking — all from one central platform. Combined with tools like AI Copilot, social media automation, Dynamic CMA presentations, a power dialer, and complete transaction management, Lofty simplifies every step of the sales cycle. Trusted by top agents, teams, and brokerages nationwide, Lofty brings marketing, lead generation, client engagement, and deal management together in a single, mobile-friendly solution built to accelerate growth and close more transactions.... [Read more](https://www.softwareadvice.com/crm/chime-profile/) ### What users love - Intuitive and accessible interface ### To take in mind - Slow and unhelpful support experience ### Best rated features: Marketing Automation 5.0 Property Management 5.0 Commenting/Notes 5.0 Data Visualization 4.8 ### Worst rated features: Activity Tracking 1.0 Customizable Fields 1.3 Lead Qualification 2.0 Campaign Management 2.5 [See all features](https://www.softwareadvice.com/crm/chime-profile/#key-features) ### Product: JobNimbus [JobNimbus](https://www.softwareadvice.com/construction/jobnimbus-profile/) 4.59 [(482)](https://www.softwareadvice.com/construction/jobnimbus-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary JobNimbus is a customer relationship management (CRM) and project management solution tailored to meet the needs of contractors, with a primary focus on the roofing, gutter and siding industries. It helps users streamline various aspects of contractors' business operations, offering a suite of tools designed to enhance productivity and efficiency. It serves as an all-in-one digital platform that centralizes essential functions, from lead management to project completion.  One of the key features of JobNimbus is its marketing capabilities, which enable contractors to generate and manage leads by offering services such as local search engine optimization (SEO), custom website design and tailored paid advertising campaigns. Additionally, the solution provides sales teams with one-click estimates, proposal generation and other tools designed to optimize the sales process and enhance client engagement for better conversion rates. JobNimbus helps businesses ensure effective client communication through its integrated text messaging, email capabilities and caller ID functionalities. The platform enables contractors to interact with clients, fostering better customer relationships. Additionally, it provides the flexibility to integrate with various tools, allowing contractors to consolidate resources into a unified platform. Key features of the production solution include production planning and scheduling, communication and coordination, material ordering, task and activity management, reporting and analytics as well as a streamlined production workflow. Additionally, JobNimbus facilitates effective communication, material management and task coordination. JobNimbus allows users to schedule installs, crews, subcontractors and more using a calendar feature. It offers automation capabilities to notify homeowners via SMS when a job is scheduled. The material ordering functionality allows for the conversion of estimates to material orders in just one click, along with direct sending of material orders to suppliers. The platform allows collaboration with crews and subcontractors, providing the ability to add subcontractors to the account, assign work orders and share live job folders with homeowners, crews and subcontractors. Additionally, production boards, tasks, notes and form features facilitate efficient organization and tracking of project details. JobNimbus allows integration with various third-party applications to enhance its functionality and offer additional features to users. Some of the featured integrations include JobNimbus Payments, which enables users to accept credit card, debit card and ACH e-check payments. The platform integrates with SumoQuote, providing users with the ability to build custom quotes. Another featured integration is with ABC Supply, streamlining material ordering processes with live pricing, direct ordering and delivery updates. Additionally, it integrates with Beacon Pro for building estimates using Beacon materials and pricing, as well as with Google Calendar for managing appointments and events.... [Read more](https://www.softwareadvice.com/construction/jobnimbus-profile/) ### What users love - Intuitive interface and navigation - Responsive and helpful support team - Flexible workflows and personalization ### To take in mind - Limited and unreliable mobile experience ### Best rated features: Work Order Management 5.0 Communication Management 5.0 Task Progress Tracking 5.0 Contractor Management 5.0 [See all features](https://www.softwareadvice.com/construction/jobnimbus-profile/#key-features) ### Basic $300.00/month [See full pricing details](https://www.softwareadvice.com/construction/jobnimbus-profile/#pricing-and-plans) 1 [2](https://www.softwareadvice.com/crm/startup-comparison/?__ai_markdown=true&page=2)[3](https://www.softwareadvice.com/crm/startup-comparison/?__ai_markdown=true&page=3)[4](https://www.softwareadvice.com/crm/startup-comparison/?__ai_markdown=true&page=4)[5](https://www.softwareadvice.com/crm/startup-comparison/?__ai_markdown=true&page=5) ... [21](https://www.softwareadvice.com/crm/startup-comparison/?__ai_markdown=true&page=21) ## Popular Comparisons [ HubSpot CRM vs Salesforce Sales Cloud ](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/2764-Salesforce/)[ Dynamics 365 vs Zoho CRM ](https://www.softwareadvice.com/compare/106335-Dynamics-365/vs/392464-zoho-crm/)[ LiveAgent vs Zendesk Suite ](https://www.softwareadvice.com/compare/26892-Zendesk/vs/109980-liveagent/)[ ActiveCampaign vs Brevo Marketing Platform ](https://www.softwareadvice.com/crm/activecampaign-profile/vs/brevo/)[ eWay-CRM vs Pipedrive ](https://www.softwareadvice.com/crm/eway-profile/vs/pipedrive/)[ Odoo vs NetSuite ](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/vs/odoo/)[ EngageBay CRM vs Keap ](https://www.softwareadvice.com/crm/engagebay-profile/vs/infusionsoft-crm/) ## Your Guide to Top CRM for Startups Software, October 2022 Software Advice uses reviews from real software users to highlight the top-rated CRM for Startups products in North America. [Learn how products are chosen](https://www.softwareadvice.com/legal-page/frontrunners-methodology/) #### Explore FrontRunners - [Less Annoying CRM](https://www.softwareadvice.com/crm/less-annoying-crm-profile/) - [Flowlu](https://www.softwareadvice.com/project-management/flowlu-profile/) - [The Magazine Manager](https://www.softwareadvice.com/crm/mirabeltechnologies-profile/) - [Lead Gen & CRM (formerly SharpSpring)](https://www.softwareadvice.com/crm/sharpspring-profile/) - [HoneyBook](https://www.softwareadvice.com/crm/honeybook-profile/) - [EngageBay CRM](https://www.softwareadvice.com/crm/engagebay-profile/) - [Brevo](https://www.softwareadvice.com/scheduling/brevo-profile/) - [eWay-CRM](https://www.softwareadvice.com/crm/eway-profile/) - [Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/) - [SendPulse](https://www.softwareadvice.com/crm/sendpulse-profile/) - [noCRM.io](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/) - [RealOffice360](https://www.softwareadvice.com/crm/realoffice360-profile/) - [VipeCloud](https://www.softwareadvice.com/crm/vipecloud-profile/) - [NetHunt CRM](https://www.softwareadvice.com/crm/nethunt-profile/) - [Apptivo](https://www.softwareadvice.com/crm/apptivo-profile/) - [Gold-Vision CRM](https://www.softwareadvice.com/crm/gold-vision-crm-profile/) - [Capsule](https://www.softwareadvice.com/product/27508-Capsule/) - [MediaOS](https://www.softwareadvice.com/crm/ad-sales-genius-profile/) - [servis.ai](https://www.softwareadvice.com/product/113880-FreeAgent-Network/) - [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) - [FollowUp CRM](https://www.softwareadvice.com/crm/cloud-power-profile/) - [Spotler CRM](https://www.softwareadvice.com/crm/really-simple-systems-profile/) - [Nutshell](https://www.softwareadvice.com/crm/nutshell-profile/) - [Brivity CRM](https://www.softwareadvice.com/crm/brivity-crm-profile/) - [PhoneBurner](https://www.softwareadvice.com/crm/phoneburner-profile/) “Usability” includes user ratings for Functionality and Ease of Use. “Customer Satisfaction” includes user ratings for Customer Support, Likelihood to Recommend and Value for Money. Reviews analysis period: The reviews analysis period spans two years and ends the 15th of the month prior to publication. ## Send me a copy of this list to my inbox ### Get a copy of this list with pricing info sent to your inbox so you can pick up where you left off when convenient to you. Startups—they're not just the youngest members of the business world. Their new ideas and limitless potential draw a lot of attention. And while it's easy to poke fun at their button-down cultures, the truth is: startups regularly face some of the business world's toughest and most high-stakes decisions. Fortune 500 companies rarely encounter make-or-break decisions. For a startup, every decision can be make or break. The selection of a CRM system is one of the most important decisions a startup can make. It's also one of the most challenging. This Buyer's Guide helps startups meet these challenges by answering and explaining the following: [What Is CRM for Startups?](#WhatIsCRMforStartups) [A Comparison of Top CRM for Startups Solutions](#AComparisonofTopCRMforStartupsSolutions) [Common Features of CRM for Startups](#CommonFeaturesofCRMforStartups) [Deployment and Purchasing Options for CRM for Startups](#DeploymentandPurchasingOptionsforCRMforStartups) ## What Is CRM for Startups? CRM software comes in more shapes and sizes than probably any other genre of enterprise software. Aside from [all-purpose CRM](https://www.softwareadvice.com/crm/), there's CRM for small businesses, CRM specifically [for retail establishments](https://www.softwareadvice.com/nonprofit/crm-software-comparison/), for banks, [insurance agencies](https://www.softwareadvice.com/crm/insurance-crm-comparison/) and even casinos. That's a lot to consider! But what about startups? That's where things get complicated. 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. _A handful of vendors representing the tip of the CRM iceberg_ But "startup" is a stage of growth, not an industry vertical. So unlike with banking and insurance, there's no way to generalize about the typical startup customer or a startup's typical relationship with a customer. Those things don't exist. Instead, CRM for startups is software that caters to the particular needs of companies in the early stages of growth. Those particular needs can be generalized, so let's do that! Startups generally do best with CRM software that: - Prioritizes usability with intuitive UIs and workflows, allowing staff to get up to speed with minimal training or interruption - Is highly scalable, working equally well with a dozen or a thousand customers - Is flexible enough (through customizations, modules or add-ons) to pivot when the startup pivots and support changes in company strategy and policy (rather than hinder them) With those priorities in mind, let's look now at some specific functionality. ## A Comparison of Top CRM for Startups Solutions

Top Infusionsoft Comparisons

Top Marketo Comparisons

Top Pipedrive Comparisons

Infusionsoft vs. Ontraport Infusionsoft vs. HubSpot Infusionsoft vs. Salesforce

Marketo vs. Eloqua

Pipedrive vs. Zoho Pipedrive vs. Base Pipedrive vs. Salesforce

## Common Features of CRM for Startups Despite the great variation among CRM products, most will include some or all of the following core applications:

Customer database

Central repository that stores customer information, such as contact details and any records (e.g., purchase orders, RFPs) associated with that customer's account.

Interaction tracking

Tracks customer interactions (usually across multiple channels) providing records of past interactions and reminders (scheduled or triggered) for following up.

Workflow automation

Reduces the number of steps required for specific and commonly repeated processes, saving employees time and reducing errors and omissions.

Reporting and analytics

CRM platforms typically provide many basic data visualization tools, such as graphic reports (for example, of sales activity) and real-time dashboards to monitor KPIs and metrics.

Generally speaking, CRM software is used by any and all of a company's customer-facing departments, mainly sales, marketing and customer service. So, in addition to the core functions listed above, here are some other applications that can be included with CRM, organized by department: - [Marketing](https://www.softwareadvice.com/category/4630-marketing/)**:** Including email marketing, event marketing, campaign management. Can also include tools for lead management, such as lead scoring and lead nurturing. - [Sales](https://www.softwareadvice.com/crm/sales-force-automation-comparison/)**:** Including contact and opportunity management, workflow automation, territory management, sales forecasting, pipeline analysis and reporting. - [Customer service](https://www.softwareadvice.com/crm/customer-service-comparison/)**:** Including tools for trouble ticketing, knowledge management and knowledge base systems, self-service solutions, customer experience, live chat and opinion and feedback surveys. Startups rely on CRM software to provide the customer experiences that improve metrics such as customer acquisition and churn rates. If those metrics don't turn heads, then the startup risks losing financial backing. A startup's success with a CRM implementation comes down to how well it can select and use the tools listed above to improve their key metrics. ## Deployment and Purchasing Options for CRM for Startups Software as a Service, or SaaS, is cloud-based software, meaning the software is hosted remotely. Compared to the traditional model of on-premise deployment—in which the software is installed on the business's own servers—SaaS is the more popular choice for most startups. It offers several benefits, including: - **Much lower initial cost.** SaaS CRM is typically priced on a per user basis. So if your startup is young and small and will only have two employees using the CRM, then the company only pays for two licenses, and more can be added as the company grows. - **Simpler IT infrastructure.** On-premise CRM installations can require a company to purchase additional hardware (servers, networking equipment). With SaaS, the software can be used from any computer with internet access. - **Easier maintenance and security.** On-premise software needs to be manually updated, while SaaS gets updated by the vendor behind the scenes. SaaS CRM platforms usually have cutting-edge IT security protocols built into the platform, but the IT security for on-premise software is the responsibility of the business itself. Aside from those deployment options, CRM for startups usually offers several different purchasing choices. As mentioned above, SaaS is usually priced on a _per user_ basis. There are also various freemium, free and open source and free trial options: 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. With all this in mind, startups are encouraged to choose their CRM carefully. Take advantage of the online demonstrations vendors offer, talk to the employees who will use it and consider trying the free trials offered by the vendors on your shortlist. Of course if you need any help starting your search, completing your shortlist or setting up demonstrations or free trials, give our advisors a call at: (844) 852-3639.