# Best CRM for Startups Software - 2026 Reviews & Pricing

> 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: https://www.softwareadvice.com/crm/startup-comparison

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# Best CRM for Startups Software of 2026

Updated July 17, 2026

On this page

1.  FrontRunners
2.  Popular Comparisons
3.  Buyers Guide

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515 results

### Compare Products

Showing 1 - 25 of 515 products

#### Company Size

-   Self-Employed
    
-   2-10
    
-   11-50
    
-   51-200
    
-   201-500
    
-   501-1000
    
-   1000+
    

#### Pricing Options

-   $$$$$
    
-   $$$$$
    
-   $$$$$
    
-   $$$$$
    
-   $$$$$
    

### Compare Products

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**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: Salesforce Sales Cloud

[Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/)

4.40

[(18791)](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

-   360-degree customer relationship management
-   Comprehensive sales process control
-   Tailored workflows and flexibility

### 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

Drag & Drop

5.0

For Real Estate

5.0

Client Portal

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: Claritysoft CRM

[Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/)

4.50

[(255)](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 is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within a single solution. Key features include account management, activity management, calendar management and pipeline management. Claritysoft CRM features a contact management module that allows users to import and unify contact lists from different sources such as Excel documents, Outlook and QuickBooks. It allows users to view contact location in Google Maps, which helps them plan routes for sales representatives. The email-marketing feature allows users to design email templates and pull contacts from contact lists based on filters and preferences. Users are able to access their stored CRM data in Claritysoft’s offline mode, and then synchronize changes with the cloud when the application is online again. Pricing is per user per month subscription. Support is offered via phone, email or web ticket.... [Read more](https://www.softwareadvice.com/crm/claritysoft-profile/)

### Best rated features:

Campaign Management

5.0

Real-Time Notifications

5.0

Activity Dashboard

5.0

Calendar Management

5.0

[See all features](https://www.softwareadvice.com/crm/claritysoft-profile/#key-features)

### Product: HubSpot Sales Hub

[HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/)

4.54

[(502)](https://www.softwareadvice.com/crm/hubspot-sales-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Supercharge your sales process with Sales Hub, a powerful and easy-to-use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics and reporting for growing teams. Optimize your sales process with HubSpot CRM. Achieve total visibility with sales analytics and reporting. Streamline your outreach with sales engagement tools. Close more deals faster with configure-price-quote (CPQ) functionality. Sales Hub is built on the HubSpot Growth Platform, where you can bring your customer data, tools, and teams together in one central system of record. You can connect the tools you use with Sales Hub with over 500 apps in the HubSpot App Marketplace, APIs, and solutions partners. Sales Hub is made for growing teams and offers four editions to help those looking to get started or who are growing rapidly. Get started with Sales Hub Free, Sales Hub Starter, Sales Hub Professional, or Sales Hub Enterprise. You shouldn’t have to outgrow your CRM -- HubSpot has got you covered every step of the way.... [Read more](https://www.softwareadvice.com/crm/hubspot-sales-profile/)

### What users love

-   Comprehensive sales process tracking
-   Responsive and helpful support team
-   User-friendly and accessible platform

### To take in mind

-   Clunky and complex navigation
-   Expensive for growing teams

### Best rated features:

Conversation Intelligence

5.0

Automatic Call Distribution

5.0

Mobile App

5.0

Sales Reports

5.0

### Worst rated features:

Channel Management

3.0

Field Sales Management

3.0

Real-Time Reporting

3.5

Document Management

3.6

[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/)

4.66

[(1738)](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

-   Complex and costly payment processing
-   Limited and clunky document handling
-   Cumbersome and inflexible invoicing

### Best rated features:

Timer

5.0

Archiving & Retention

5.0

Multi-Location

5.0

Version Control

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 the AI-native CRM built on a radical idea: your software should make your salespeople better, not just track what they do. Formerly Pipeliner CRM, the platform relaunched as Coevera in 2026 after 15 years of pioneering visual pipeline management. The name says it all — Collaboration, Evolution, and a new Era of selling, rooted in "coe" (together) and "vera" (truth): together toward the truth. See your entire sales process at a glance. Coevera is visual-first by design, replacing endless data entry with dynamic pipelines, drag-and-drop deal management, and interactive dashboards that turn raw activity into instant insight. The no-code Automatizer puts powerful, multi-step workflow automation in the hands of everyday users — no developers, no IT bottleneck. And Voyager AI, the platform's intelligent engine, learns from your team's unique sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The payoff: a CRM your reps actually want to open, one that points to the next best move instead of piling on busywork. Coevera is also future-proofing your stack. Through its new Coevera MCP Server, the platform adopts the Model Context Protocol — the emerging universal standard for AI connectivity — letting assistants like Claude, ChatGPT, and Microsoft Copilot securely tap live CRM data in real time, fully respecting every user's role-based permissions, with zero custom middleware. And it all runs on a promise the company calls "Win Together" — because Coevera only succeeds when its customers do. That means transparent, fair pricing with no lock-in contracts, no hidden fees, and no forced implementation consulting. It means support from real humans, not a chatbot maze. It means technology built to empower users, not trap them in admin dependency. And critically, your data is never used to train AI.... [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: 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: MortgageHalo

[MortgageHalo](https://www.softwareadvice.com/product/54657-MortgageHalo/)

4.38

[(48)](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:

Client Database

5.0

Loan Origination

5.0

Activity Dashboard

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: 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: Quickbase

[Quickbase](https://www.softwareadvice.com/crm/quick-base-profile/)

4.42

[(332)](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 work management and application platform designed to help organizations centralize and manage complex projects and processes. It is used across industries such as construction, manufacturing, government, and solar to coordinate workflows and stakeholders. The platform addresses challenges in project management, resource allocation, field service coordination, compliance tracking, and workflow automation. It features a low-code development environment that allows users to create custom applications without requiring traditional coding skills. Quickbase includes automation tools to reduce manual tasks, mobile applications for field and remote work, and administrative controls for governance and security. It also provides analytics tools for data visualization and extensions for additional functionality. An artificial intelligence assistant, Quincy, is available to answer system-related questions. The platform’s architecture supports various use cases, enabling organizations to manage projects, optimize resources, automate workflows, and coordinate field operations. It includes pre-built applications for tasks such as contract management, compliance management, and hazard identification. Quickbase offers real-time visibility into operations, helping teams track progress, manage budgets and equipment, and maintain communication between office and field personnel.... [Read more](https://www.softwareadvice.com/crm/quick-base-profile/)

### What users love

-   Responsive and knowledgeable support team
-   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: 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: Available

Software Advice Summary

Document360 is an AI-powered knowledge base platform built for enterprises that need secure, scalable documentation. It centralizes your organization’s knowledge into one unified workspace whether you’re building public help centres, private internal wikis, SOPs, user manuals, API documentation or product playbooks. Who It’s For: By Role: Customer support teams deflect tickets, technical writers publish faster, product managers align teams and engineers document APIs and workflows effortlessly. By Industry: SaaS, IT & consulting, finance, healthcare, education, and manufacturing Key Capabilities: AI Writing Agent: Instantly turn text, video, or prompts into structured, ready-to-publish documentation. AI Search: ChatGPT-style assistant that delivers precise, context-aware answers from your docs. SEO Automation: Auto-generate titles, tags and glossaries to improve content discoverability. Powerful Editors: Markdown for speed and WYSIWYG for rich visuals both with real-time previews and drag-and-drop media. Step-by-Step Guides: Auto-capture on-screen actions to create interactive guides; edit steps and customize highlights in seconds. Category Manager: Organize and restructure content effortlessly with drag-and-drop control. Interactive Demos & Video: Record screens, add videos and embed guided walkthroughs directly into articles. Custom Workflows: Set review stages, owners and deadlines to fit your documentation process. Pro Analytics: Measure performance, engagement, search trends, feedback and ticket deflection. Brand Customization: Tailor portal design, layout and color themes to your brand. Security: SOC 2 and GDPR-aligned with SSO, JWT, SAML and IP restriction Localization: Supports 50+ languages... [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 base

### 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)

### Professional

Custom

Pricing available upon request

Built for growing teams to scale documentation efficiently.

### Business

Custom

Pricing available upon request

Advanced features and tracking controls for mid-sized teams.

### Enterprise

Custom

Pricing available upon request

Custom AI solutions for enterprises with high-scale and high-security needs.

[See full pricing details](https://www.softwareadvice.com/crm/document360-profile/#pricing-and-plans)

### Product: Zoho CRM

[Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/)

4.31

[(6983)](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

-   Flexible and intuitive usability
-   Affordable plans and value
-   Comprehensive feature-rich platform

### To take in mind

-   Slow and inconsistent support response
-   Cluttered and overwhelming interface
-   Complex and limited email tools

### Best rated features:

Client/Property Matching

5.0

Remote Access/Control

5.0

For Financial Institutions

5.0

Widgets

5.0

### Worst rated features:

Chatbot

2.0

Sales Forecasting

3.0

Social Marketing

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: 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: 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: Not available

Software Advice Summary

SalesOutlook CRM is a comprehensive customer relationship management (CRM) and email marketing system that embeds into Microsoft Outlook. Our Outlook CRM automatically syncs all customer data at one place. All files and email correspondence are saved to the contact's profile, and because SalesOutlook CRM depends on Microsoft Outlook, there is no need for a dedicated MS-SQL server database. SalesOutlook Outlook CRM's intuitive interface provides a host of features that optimize the user experience. Contacts can be dragged and dropped into different lead categories, such as 'opportunity' or 'customer inquiry' directly from the email interface. By right-clicking on a customer name, users can access contact information, providing instant visibility into all the necessary information related to any particular buyer. The Outlook CRM is a specialized system that builds upon a frequently used email medium to create a CRM that will optimize user efficiency and boost customer satisfaction.... [Read more](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/)

### Best rated features:

Mobile App

5.0

Segmentation

5.0

Contact Database

5.0

Forecasting

5.0

### Worst rated features:

Referral Tracking

3.5

Territory Management

3.7

Internal Chat Integration

4.0

Email Marketing

4.0

[See all features](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/#key-features)

### Basic

$40.00/month

[See full pricing details](https://www.softwareadvice.com/crm/salesoutlook-crm-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
-   Robust 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: Workbooks

[Workbooks](https://www.softwareadvice.com/crm/workbooks-crm-profile/)

4.33

[(112)](https://www.softwareadvice.com/crm/workbooks-crm-profile/reviews/)

Best for:Customer support

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Workbooks is the 'No-BS' CRM. Workbooks designs, develops and implements its own software, which is targeted specifically at mid-market organizations. The platform helps manage the sales team with real-time reporting and activity tracking, increase sales productivity with automated workflows and mobile apps, improve forecasting and make insightful decisions. It also allows companies to efficiently run marketing campaigns, manage data, segment and target accurately, measure ROI and drive alignment – maximizing the demand funnel. Businesses are able to easily create and deliver accurate sales quotes, generate contracts and orders, and sync the information with their financial system for maximum visibility and efficiency. Finally, Workbooks provides customer service functionality that includes multi-channel case management, activity history tracking, Service Level Agreements (SLAs) measurements etc. to help increase agent productivity and deliver an exceptional customer experience.... [Read more](https://www.softwareadvice.com/crm/workbooks-crm-profile/)

### Best rated features:

Search/Filter

5.0

Access Controls/Permissions

5.0

Calendar/Reminder System

5.0

Interaction Tracking

5.0

### Worst rated features:

Activity Tracking

2.0

Lead Capture

3.0

Reporting/Analytics

4.0

[See all features](https://www.softwareadvice.com/crm/workbooks-crm-profile/#key-features)

### CRM

$45.00/month

The plan is billed annually.

### Business

$92.00/month

The plan is billed annually.

[See full pricing details](https://www.softwareadvice.com/crm/workbooks-crm-profile/#pricing-and-plans)

### Product: RealEstateHalo

[RealEstateHalo](https://www.softwareadvice.com/crm/myleaddashboard-profile/)

4.53

[(78)](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:

Activity Dashboard

5.0

Campaign Management

5.0

Agent Management

5.0

CRM

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: CharityEngine

[CharityEngine](https://www.softwareadvice.com/crm/charity-engine-profile/)

4.18

[(33)](https://www.softwareadvice.com/crm/charity-engine-profile/reviews/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

CharityEngine's nonprofit CRM software simplifies the fundraising process, so you spend more time on your campaigns and less time struggling with technology. It has the tools for managing donors, receiving donations, processing payments, and more. CharityEngine is a mission-driven software built specifically for nonprofits looking to change the world. Book your demo today to see how CharityEngine can help you achieve your fundraising goals.... [Read more](https://www.softwareadvice.com/crm/charity-engine-profile/)

### Best rated features:

Activity Dashboard

5.0

Reporting/Analytics

5.0

Task Management

5.0

Customer Database

5.0

### Worst rated features:

Reporting & Statistics

3.8

Grant Management

4.0

Customizable Reports

4.0

Online Forms

4.0

[See all features](https://www.softwareadvice.com/crm/charity-engine-profile/#key-features)

### Product: Lofty

[Lofty](https://www.softwareadvice.com/crm/chime-profile/)

3.86

[(127)](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:

Commenting/Notes

5.0

Marketing Automation

5.0

Property Management

5.0

Data Visualization

4.8

### Worst rated features:

Customizable Fields

1.5

Lead Qualification

2.0

Campaign Management

2.5

Client/Property Matching

2.8

[See all features](https://www.softwareadvice.com/crm/chime-profile/#key-features)

### 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: Zendesk Suite

[Zendesk Suite](https://www.softwareadvice.com/product/26892-Zendesk/)

4.41

[(4085)](https://www.softwareadvice.com/product/26892-Zendesk/reviews/)

Best for:On the rise

### 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

-   Efficient multichannel support operations
-   Centralized and customizable ticketing
-   Intuitive and user-friendly interface

### To take in mind

-   Escalating costs and limited value
-   Email handling and notification issues
-   Missing and complex feature set

### Best rated features:

Configuration Management

5.0

Batch Communications

5.0

Online Forums

5.0

Account Management

5.0

### Worst rated features:

Widgets

2.7

Account Alerts

3.0

Interactive Content

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: 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 combining live chat, email marketing automation and a help desk in one solution. The solution helps support, sales and marketing teams to acquire, convert leads and support their customers. HelpCrunch is suitable for SaaS, e-commerce and any other type of online business. Live chat works as a visitor engagement, lead acquisition and support tool. The feature enables companies to reply to customer queries instantly or later in the same thread, even after the customer has disconnected. An in-app messenger can be integrated with a website or application to engage with customers. Chatbot helps companies automate routine tasks and jumpstart their lead generation activities. Email marketing automation enables users to send email follow-ups right from the chat, launch one-time emails or create event-triggered automated email sequences for onboarding or marketing campaigns. The help desk module can organize all customer communication, prioritize actions, distribute tasks and manage each customer case. Pricing is tiered, based on the number of agents and emails.... [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: NetSuite

[NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/)

4.23

[(2054)](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/reviews/)

Best for:Enterprise businesses

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and eCommerce functionalities into a unified platform, helping organizations automate core processes and gain real-time visibility into operational and financial performance. It is designed to cater to multiple industries and business sizes, ranging from startups to large enterprises. NetSuite embeds AI capabilities across the suite with agents that assist and advise business leaders with new ways to simplify tasks, suggest actions and uncover business insights. NetSuite ERP encompasses various functions essential for business operations, including financial management, order management, inventory management, warehouse management, supply chain management and procurement. The financial management module includes accounts payable, accounts receivable, general ledger, fixed asset management, payment management and tax management. The CRM (customer relationship management) features in NetSuite cover customer service management, marketing automation and Salesforce automation. The CRM module also includes tools for configuring price quotes. Additionally, the platform offers functionalities for field service management for scheduling and dispatching, a mobile application and asset management. The platform provides professional services automation that helps in project accounting, project management, resource management, expense management and timesheet management. Additionally, these features enable businesses to manage their human resources and projects efficiently. NetSuite includes an analytics and reporting module, providing reporting dashboards and access to a data warehouse. NetSuite supports global business management through multi-currency, multi-language capabilities and global accounting consolidation. It facilitates tax management on a global scale. Additionally, the software features modules for eCommerce and omnichannel commerce, supporting B2C and B2B eCommerce, order management, point of sale and logistics. NetSuite’s platform allows for application distribution, customization, integration, internationalization, performance monitoring, process automation and platform development. These features ensure that businesses can tailor the software to their specific needs. Additionally, the platform prioritizes application and operational security and effective data management.... [Read more](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/)

### What users love

-   Flexible system tailored to needs
-   Comprehensive and scalable functionality
-   Centralized financial process management

### To take in mind

-   Steep learning curve and complexity
-   Complex and rigid reporting tools
-   Slow and inconsistent support experience

### Best rated features:

"What If" Scenarios

5.0

Aging Tracking

5.0

Vendor Master Data Management

5.0

Project Tracking

5.0

[See all features](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/#key-features)

1

[2](https://www.softwareadvice.com/crm/startup-comparison/?page=2)[3](https://www.softwareadvice.com/crm/startup-comparison/?page=3)[4](https://www.softwareadvice.com/crm/startup-comparison/?page=4)[5](https://www.softwareadvice.com/crm/startup-comparison/?page=5)

...

[21](https://www.softwareadvice.com/crm/startup-comparison/?page=21)

## Popular Comparisons

[

HubSpot CRM vs Salesforce Sales Cloud

](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/2764-Salesforce/)[

Brevo vs Mailchimp

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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/)[

EngageBay CRM vs Pipedrive

](https://www.softwareadvice.com/crm/engagebay-profile/vs/pipedrive/)[

Odoo vs NetSuite

](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/vs/odoo/)[

ActiveCampaign vs Nimble

](https://www.softwareadvice.com/crm/activecampaign-profile/vs/nimble/)

## 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](https://www.softwareadvice.com/crm/banking-crm-comparison/), [insurance agencies](https://www.softwareadvice.com/crm/insurance-crm-comparison/) and even [casinos](https://www.softwareadvice.com/crm/gaming-casino-crm-comparison/). 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](https://www.softwareadvice.com/crm/infusionsoft-crm-profile/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](https://www.softwareadvice.com/crm/) 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.