--- 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 November 9, 2026 On this page 1. FrontRunners 2. Popular Comparisons 3. Buyers Guide Filter products 505 results ### Compare Products Showing 1 - 25 of 505 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. ### [SalesNOW](/marketing/salesnow-profile/) - Overall rating: 4.6/5 - Reviews: 81 - Starting price: $19.95 - Free trial: Available - Free demo: Not available #### Overview SalesNOW by Interchange Solutions Inc. is a cloud-based customer relationship management (CRM) and sales force automation solution that allows sales teams, management and [Read more](/marketing/salesnow-profile/) #### Features ##### Best rated features - Forecasting: 5/5 - Email Marketing: 5/5 - Segmentation: 5/5 - Workflow Management: 5/5 ##### Worst rated features - Quotes/Estimates: 4/5 [See all features](/marketing/salesnow-profile/#key-features) #### Pricing ##### Basic - Price: $19.95 [See full pricing details](/marketing/salesnow-profile/#pricing-and-plans) --- ### [Claritysoft CRM](/crm/claritysoft-profile/) - Overall rating: 4.5/5 - Reviews: 256 - Starting price: $29.00/month - Best for: Customer support - Free trial: Not available - Free demo: Not available #### Overview 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, [Read more](/crm/claritysoft-profile/) #### Features ##### Best rated features - Activity Dashboard: 5/5 - For Startups: 5/5 - Campaign Management: 5/5 - Configurable Workflow: 5/5 [See all features](/crm/claritysoft-profile/#key-features) --- ### [LeadSquared](/crm/leadsquared-profile/) - Overall rating: 4.3/5 - Reviews: 167 - Best for: Ease of use - Free trial: Not available - Free demo: Not available #### Overview 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 [Read more](/crm/leadsquared-profile/) #### Features ##### Best rated features - Engagement Tracking: 5/5 - Multi-Channel Marketing: 5/5 - SMS Marketing: 5/5 - Sales Analytics: 5/5 ##### Worst rated features - Activity Dashboard: 1/5 - Social Media Integration: 1/5 - Reminders: 1/5 [See all features](/crm/leadsquared-profile/#key-features) --- ### [Clio](/legal/clio-legal-profile/) - Overall rating: 4.7/5 - Reviews: 1,752 - Starting price: $49.00/month - Best for: Small businesses - Free trial: Available - Free demo: Not available #### Overview 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. [Read more](/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 #### Features ##### Best rated features - Timer: 5/5 - Archiving & Retention: 5/5 - Accounting Integration: 5/5 - Document Classification: 5/5 [See all features](/legal/clio-legal-profile/#key-features) #### Pricing ##### Clio Pricing - Price: $49.00/month - The pricing plans offered by Clio range from an entry-level plan called EasyStart at $49 per user [See full pricing details](/legal/clio-legal-profile/#pricing-and-plans) --- ### [LeadMaster](/landing-page/leadmaster-crm-profile/) - Overall rating: 4.1/5 - Reviews: 36 - Starting price: $10.00 - Free trial: Available - Free demo: Not available #### Overview 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 [Read more](/landing-page/leadmaster-crm-profile/) #### Features ##### Best rated features - Search/Filter: 5/5 - Sales Pipeline Management: 5/5 - CRM: 5/5 - Interaction Tracking: 5/5 ##### Worst rated features - Reporting/Analytics: 4/5 - Lead Management: 4/5 [See all features](/landing-page/leadmaster-crm-profile/#key-features) #### Pricing ##### Basic - Price: $10.00 [See full pricing details](/landing-page/leadmaster-crm-profile/#pricing-and-plans) --- ### [HubSpot Sales Hub](/crm/hubspot-sales-profile/) - Overall rating: 4.5/5 - Reviews: 506 - Starting price: $0.00 - Best for: Small businesses - Free trial: Available - Free demo: Available #### Overview HubSpot Sales Hub helps sales teams spend more time selling. It brings your pipeline, your deals, and the work to move them forward onto one platform, all running from the same [Read more](/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 #### Features ##### Best rated features - Automatic Call Distribution: 5/5 - Content Delivery: 5/5 - Prioritization: 5/5 - Mobile App: 5/5 ##### Worst rated features - Channel Management: 3/5 - Field Sales Management: 3/5 - Real-Time Reporting: 3.5/5 - Document Management: 3.6/5 [See all features](/crm/hubspot-sales-profile/#key-features) #### Pricing ##### Free - Price: $0.00 ##### Starter - Price: $15.00/month ##### Professional - Price: $90.00/month [See full pricing details](/crm/hubspot-sales-profile/#pricing-and-plans) --- ### [Salesforce Sales Cloud](/product/2764-Salesforce/) - Overall rating: 4.4/5 - Reviews: 19,024 - Starting price: $25.00/month - Best for: Mid-size businesses - Free trial: Available - Free demo: Not available #### Overview Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, marketing automation and contact management solutions. It [Read more](/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 #### Features ##### Best rated features - Proposal Generation: 5/5 - Campaign Analytics: 5/5 - For Real Estate: 5/5 - Drag & Drop: 5/5 [See all features](/product/2764-Salesforce/#key-features) #### Pricing ##### Starter Suite - Price: $25.00/month - For up to 5 users ##### Pro Suite - Price: $100.00/month - This plan is designed for any size team and is billed annually. ##### Enterprise - Price: $165.00/month - This plan is designed for any size team and is billed annually. [See full pricing details](/product/2764-Salesforce/#pricing-and-plans) --- ### [Quickbase](/crm/quick-base-profile/) - Overall rating: 4.4/5 - Reviews: 334 - Starting price: $35.00/month - Best for: Customer support - Free trial: Available - Free demo: Available #### Overview Quickbase is a no-code/low-code operations platform that helps small businesses, mid-market companies, and enterprise organizations across industries such as construction, [Read more](/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 #### Features ##### Best rated features - Status Tracking: 5/5 - Territory Management: 5/5 - Service History: 5/5 - Accounting: 5/5 [See all features](/crm/quick-base-profile/#key-features) #### Pricing ##### Free trial - Price: Custom - Pricing available upon request ##### Team - Price: $35.00/month - Minimum of 20 users ##### Business - Price: $55.00/month - Minimum of 40 users [See full pricing details](/crm/quick-base-profile/#pricing-and-plans) --- ### [MortgageHalo](/product/54657-MortgageHalo/) - Overall rating: 4.4/5 - Reviews: 49 - Starting price: $417.00/month - Free trial: Available - Free demo: Not available #### Overview MortgageHalo by Halo Programs is a cloud-based mortgage CRM and marketing automation solution with loan origination system (LOS) integration. Built for banks, credit unions, [Read more](/product/54657-MortgageHalo/) #### Features ##### Best rated features - CRM: 5/5 - Client Database: 5/5 - Reporting & Statistics: 5/5 - Marketing Automation: 5/5 [See all features](/product/54657-MortgageHalo/#key-features) #### Pricing ##### Starter - Price: $417.00/month - Up to 3 users - Up to 4,500 contacts - Billed annually ##### Growth - Price: $625.00/month - Uo to 6 users - Up to 9,000 contacts - Billed annually ##### Pro - Price: $833.00/month - Up to 10 users - 15,000 contacts - Billed annually [See full pricing details](/product/54657-MortgageHalo/#pricing-and-plans) --- ### [Symphony](/accounting/integratouch-symphony-profile/) - Overall rating: 5/5 - Reviews: 1 - Starting price: $1,000.00 - Free trial: Not available - Free demo: Not available #### Overview 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 [Read more](/accounting/integratouch-symphony-profile/) --- ### [RealEstateHalo](/crm/myleaddashboard-profile/) - Overall rating: 4.5/5 - Reviews: 82 - Starting price: $48.00/month - Free trial: Available - Free demo: Not available #### Overview 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, [Read more](/crm/myleaddashboard-profile/) #### Features ##### Best rated features - Data Import/Export: 5/5 - Client Management: 5/5 - Lead Management: 5/5 - Task Management: 5/5 ##### Worst rated features - Segmentation: 3/5 [See all features](/crm/myleaddashboard-profile/#key-features) #### Pricing ##### Starter - Price: $48.00/month - 1 user or team - Starting at 500 contacts - Billed annually ##### Growth - Price: $415.00/month - Up to 3 users - Up to 3,000 contacts - Billed annually ##### Pro - Price: $665.00/month - Up to 10 users - Up to 10,000 contacts - Billed annually [See full pricing details](/crm/myleaddashboard-profile/#pricing-and-plans) --- ### [SalesOutlook CRM](/crm/salesoutlook-crm-profile/) - Overall rating: 4.3/5 - Reviews: 71 - Starting price: $40.00/month - Free trial: Available - Free demo: Not available #### Overview 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 [Read more](/crm/salesoutlook-crm-profile/) #### Features ##### Best rated features - Workflow Automation: 5/5 - Data Security: 5/5 - Template Management: 5/5 - Contact Database: 5/5 ##### Worst rated features - Referral Tracking: 3.5/5 - Territory Management: 3.7/5 - Email Marketing: 4/5 - Internal Chat Integration: 4/5 [See all features](/crm/salesoutlook-crm-profile/#key-features) #### Pricing ##### Basic - Price: $40.00/month - Monthly ##### Annual Subscription - Price: $360.00/year - Save $120 year by selecting an annual pricing plan. [See full pricing details](/crm/salesoutlook-crm-profile/#pricing-and-plans) --- ### [Zendesk Suite](/product/26892-Zendesk/) - Overall rating: 4.4/5 - Reviews: 4,116 - Starting price: $55.00/month - Best for: Enterprise businesses - Free trial: Available - Free demo: Not available #### Overview 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 [Read more](/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 #### Features ##### Best rated features - Tagging: 5/5 - Batch Communications: 5/5 - Account Management: 5/5 - Configuration Management: 5/5 ##### Worst rated features - Interactive Content: 3/5 - Account Alerts: 3/5 - Geotargeting: 3/5 [See all features](/product/26892-Zendesk/#key-features) #### Pricing ##### Suite Team - Price: $55.00/month ##### Suite Growth - Price: $89.00/month ##### Suite Professional - Price: $115.00/month [See full pricing details](/product/26892-Zendesk/#pricing-and-plans) --- ### [Coevera](/product/113892-Coevera/) - Overall rating: 4.6/5 - Reviews: 216 - Starting price: $85.00/month - Best for: Value for money - Free trial: Available - Free demo: Not available #### Overview 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 [Read more](/product/113892-Coevera/) #### Features ##### Best rated features - Activity Dashboard: 5/5 - Reminders: 5/5 - Forecasting: 5/5 - Lead Nurturing: 5/5 ##### Worst rated features - Collaboration Tools: 3/5 - Prospecting Tools: 3/5 [See all features](/product/113892-Coevera/#key-features) #### Pricing ##### Business Edition, Enterprise Edition, Unlimited Edition - Price: $85.00/month - The Business Edition is one of three different versions of Coevera that are available. Each version [See full pricing details](/product/113892-Coevera/#pricing-and-plans) --- ### [Lofty](/crm/chime-profile/) - Overall rating: 3.8/5 - Reviews: 128 - Best for: Popular - Free trial: Not available - Free demo: Not available #### Overview 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 [Read more](/crm/chime-profile/) ##### What users love - Intuitive and accessible interface ##### To take in mind - Slow and unhelpful support experience #### Features ##### Best rated features - Marketing Automation: 5/5 - Commenting/Notes: 5/5 - Data Visualization: 4.8/5 - Lead Capture: 4.5/5 ##### Worst rated features - Activity Tracking: 1/5 - Customizable Fields: 1.3/5 - Lead Qualification: 2/5 - Campaign Management: 2.5/5 [See all features](/crm/chime-profile/#key-features) --- ### [Universal Knowledge](/help-desk/universalknowledge-profile/) - Overall rating: 4.6/5 - Reviews: 13 - Starting price: £10.00/month - Free trial: Available - Free demo: Not available #### Overview Universal Knowledge is a knowledge management solution designed by Knowledge Powered Solutions to increase the efficiency of agents and reduce operational costs. The modules [Read more](/help-desk/universalknowledge-profile/) #### Features ##### Best rated features - Document Storage: 5/5 - Full Text Search: 5/5 - Text Editing: 5/5 - Catalog Management: 4.5/5 ##### Worst rated features - Discussions/Forums: 1/5 - Collaboration Tools: 3/5 - Customizable Reports: 4/5 - Knowledge Base Management: 4/5 [See all features](/help-desk/universalknowledge-profile/#key-features) #### Pricing ##### Basic - Price: £10.00/month - What’s included? Everything! This makes it simpler and more cost effective for KPSOL customers. ##### SaaS Named User Pricing - Price: £10.00/year - Has full user rights (rights controlled by the customer) and will always be granted access to the [See full pricing details](/help-desk/universalknowledge-profile/#pricing-and-plans) --- ### [BNTouch Mortgage CRM](/crm/bntouch-profile/) - Overall rating: 4.5/5 - Reviews: 98 - Starting price: $95.00/month - Free trial: Not available - Free demo: Not available #### Overview 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 [Read more](/crm/bntouch-profile/) #### Features ##### Best rated features - Task Management: 5/5 - Client Portal: 5/5 - Customizable Templates: 5/5 - Marketing Automation: 4.5/5 ##### Worst rated features - Pre-Qualification: 3.5/5 - Loan Processing: 3.5/5 - Reporting/Analytics: 3.5/5 - Client Management: 3.8/5 [See all features](/crm/bntouch-profile/#key-features) --- ### [SPOTIO](/crm/spotio-profile/) - Overall rating: 4.3/5 - Reviews: 78 - Free trial: Not available - Free demo: Not available #### Overview 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 [Read more](/crm/spotio-profile/) #### Features ##### Best rated features - Email Templates: 5/5 - Real-Time Updates: 5/5 - For Sales Teams/Organizations: 5/5 - Content Management: 5/5 ##### Worst rated features - API: 1/5 - Sales Reports: 1/5 - Lead Nurturing: 1/5 - CRM: 1/5 [See all features](/crm/spotio-profile/#key-features) --- ### [Dynamics 365](/product/106335-Dynamics-365/) - Overall rating: 4.4/5 - Reviews: 5,865 - Starting price: $50.00/month - Best for: Features - Free trial: Available - Free demo: Available #### Overview Microsoft Dynamics 365 is a cloud-based CRM ecosystem for small, medium and enterprise organizations, with a focus on Sales, Field Service, Customer Service complete with strong [Read more](/product/106335-Dynamics-365/) ##### What users love - User-friendly and intuitive interface - Deep Microsoft ecosystem integration - Centralized workforce and operations control ##### To take in mind - Expensive licensing and add-ons - Limited and complex customization options - Steep learning and onboarding process #### Features ##### Best rated features - Commission Management: 5/5 - Financial Analysis: 5/5 - Monitoring: 5/5 - For Real Estate: 5/5 ##### Worst rated features - Lead Scoring: 3.5/5 - Sales Trend Analysis: 3.8/5 - Prospecting Tools: 3.9/5 - API: 3.9/5 [See all features](/product/106335-Dynamics-365/#key-features) #### Pricing ##### Professional - Price: $50.00/month ##### Enterprise - Price: $105.00/month ##### Premium - Price: $195.00/month [See full pricing details](/product/106335-Dynamics-365/#pricing-and-plans) --- ### [Document360](/crm/document360-profile/) - Overall rating: 4.7/5 - Reviews: 292 - Best for: Knowledge Base Management - Free trial: Not available - Free demo: Not available #### Overview 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 [Read more](/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 #### Features ##### Best rated features - Customizable Templates: 5/5 - Activity Tracking: 5/5 - Social Media Integration: 5/5 - Documentation Management: 4.8/5 ##### Worst rated features - API: 3.5/5 - Version Control: 4/5 - Widgets: 4/5 [See all features](/crm/document360-profile/#key-features) --- ### [JobNimbus](/construction/jobnimbus-profile/) - Overall rating: 4.6/5 - Reviews: 482 - Starting price: $300.00/month - Best for: Small businesses - Free trial: Available - Free demo: Not available #### Overview 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 [Read more](/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 #### Features ##### Best rated features - Team Management: 5/5 - Contractor Management: 5/5 - Work Order Management: 5/5 - Communication Management: 5/5 ##### Worst rated features - Change Order Management: 1/5 [See all features](/construction/jobnimbus-profile/#key-features) #### Pricing ##### Basic - Price: $300.00/month [See full pricing details](/construction/jobnimbus-profile/#pricing-and-plans) --- ### [Fieldpoint](/crm/fieldpoint-profile/) - Overall rating: 4.1/5 - Reviews: 16 - Starting price: $95.00/month - Free trial: Not available - Free demo: Not available #### Overview Fieldpoint is cloud-based field service management software designed for growing commercial contractors and mid-sized to enterprise service businesses. If your team is outgrowing [Read more](/crm/fieldpoint-profile/) #### Features ##### Best rated features - Customizable Fields: 5/5 - Electronic Signature: 5/5 - Job Management: 5/5 - Calendar Management: 5/5 ##### Worst rated features - Routing: 3/5 - Technician Management: 3/5 - Mobile Access: 3.2/5 - Dispatch Management: 3.5/5 [See all features](/crm/fieldpoint-profile/#key-features) --- ### [Zoho CRM](/crm/zoho-crm-profile/) - Overall rating: 4.3/5 - Reviews: 7,010 - Starting price: $14.00/month - Best for: On the rise - Free trial: Available - Free demo: Not available #### Overview 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 [Read more](/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 #### Features ##### Best rated features - Remote Access/Control: 5/5 - Client/Property Matching: 5/5 - For Mac Devices: 5/5 - Widgets: 5/5 ##### Worst rated features - Chatbot: 2/5 - Sales Forecasting: 3/5 - Social Marketing: 3/5 [See all features](/crm/zoho-crm-profile/#key-features) #### Pricing ##### Standard - Price: $14.00/month ##### Professional - Price: $23.00/month ##### Enterprise - Price: $40.00/month [See full pricing details](/crm/zoho-crm-profile/#pricing-and-plans) --- ### [NetSuite](/accounting/netsuite-financials-accounting-software-profile/) - Overall rating: 4.2/5 - Reviews: 2,086 - Best for: Enterprise businesses - Free trial: Not available - Free demo: Not available #### Overview NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and eCommerce functionalities into a unified platform, helping [Read more](/accounting/netsuite-financials-accounting-software-profile/) ##### What users love - Deep system tailoring options - Comprehensive and scalable functionality - Centralized financial operations platform ##### To take in mind - Steep learning curve and complexity - Complex and rigid reporting tools - Slow and inconsistent support experience #### Features ##### Best rated features - Aging Tracking: 5/5 - "What If" Scenarios: 5/5 - Knowledge Base Management: 5/5 - Vendor Master Data Management: 5/5 [See all features](/accounting/netsuite-financials-accounting-software-profile/#key-features) --- 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 ](https://www.softwareadvice.com/crm/activecampaign-profile/vs/brevo/)[ 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/)[ Bitrix24 vs Salesforce Service Cloud ](https://www.softwareadvice.com/nonprofit/bitrix24-profile/vs/service-cloud/) ## 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 | Column 1 | Column 2 | Column 3 | | --- | --- | --- | | 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: | Feature | Description | | --- | --- | | 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.