Showing 1-20 of 339 products
With its cloud-based, customer relationship management platform, HubSpot helps companies of all sizes track and nurture leads and analyze business metrics. HubSpot is suitable for any B2B or B2C business in a variety of segments, including... Read more
Recent recommendations: 359 recommendations
FreeAgent CRM is a cloud-based sales, marketing and customer service platform that helps small businesses nurture quality customer relationships. The system works automatically by pairing with the user's email to create and classify... Read more
Recent recommendations: 292 recommendations
Thryv is a cloud-based customer relationship management (CRM) solution designed for small businesses across various industry verticals. Features include appointment scheduling, billing and invoicing, contact management, reputation... Read more
Recent recommendations: 227 recommendations
Infusionsoft by Keap is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation and e-commerce functionalities in a suite. It helps small businesses across various industries... Read more
Recent recommendations: 196 recommendations
The Salesforce cloud is an on-demand customer relationship management (CRM) suite offering applications for small, midsize and enterprise organizations, with a focus on sales and support. The Salesforce app has capabilities that... Read more
Recent recommendations: 189 recommendations
AmoCRM is a cloud-based customer relationship management solution that helps users manage the sales pipeline. Users can receive feedback and reports about the performance of salespersons. The solution offers lead scoring and nurturing,... Read more
Recent recommendations: 102 recommendations
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... Read more
Recent recommendations: 89 recommendations
Freshsales is a cloud-based customer relationship management (CRM) solution that helps businesses across different industry verticals to manage their interactions with existing and potential customers. Key features include one-click... Read more
Recent recommendations: 34 recommendations
FunnelMaker is a cloud-based customer relationship management (CRM) solution designed for businesses of all sizes. The solution offers a user dashboard and helps in automatic sales tracking, email tracking and opportunity management. FunnelMaker... Read more
Recent recommendations: 33 recommendations
Pipeliner CRM delivers dynamic visualization of the pipeline, sales process and sales activities. Its visual contact management allows users to gain a comprehensive view of their customers and prospects and even map out how they are... Read more
Recent recommendations: 25 recommendations
BNTouch Mortgage CRM is a mortgage-specific CRM system that offers mortgage brokers and bankers alike a solution featuring marketing automation capabilities. The software offers features for each step of the mortgage process, from... Read more
Recent recommendations: 25 recommendations
Mission Suite is a cloud-based customer relationship management (CRM) platform for small to midsize businesses that helps automate day-to-day sales and marketing processes. The software enables teams to track sales pipelines, create... Read more
Recent recommendations: 24 recommendations
Boomtown provides marketing and sales automation solutions for the real estate industry. Through Boomtown, brokers can select and customize a lead generation website, track and nurture leads, and monitor team success and sales. The... Read more
Recent recommendations: 22 recommendations
CINC Pro is a cloud-based customer relationship management solution catering to businesses of all sizes in the real estate industry. The solution offers a native mobile application for Android and iOS devices. Key features allow users... Read more
Recent recommendations: 18 recommendations
Firepoint is a cloud-based lead generation and business management solution that caters to small and midsize businesses in the real estate industry. It helps users manage leads, track team activities and report key metrics. Firepoint... Read more
Recent recommendations: 17 recommendations
Hatchbuck is a sales and marketing solution designed for small to midsize businesses. The integrated solution offers combined sales automation, marketing automation and email marketing features. Hatchbuck is a good fit for a wide range... Read more
Recent recommendations: 14 recommendations
OnContact CRM is a mid-market customer relationship management (CRM) solution that can be deployed on-premise or in the cloud. OnContact includes complete sales automation, marketing automation, customer service and contact center... Read more
Recent recommendations: 12 recommendations
Less Annoying CRM is a customer relationship management solution that caters to the needs of small businesses. It offers cloud-based deployment, various configuration options and a dashboard that provides an overview of contact information,... Read more
Recent recommendations: 9 recommendations
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,... Read more
Recent recommendations: 9 recommendations
KvCORE is a cloud-based customer relationship management (CRM) solution designed for the real estate industry. Key features include task planning, listings, lead management and distribution management. KvCORE allows agents to generate... Read more
Recent recommendations: 6 recommendations
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:
CRM software comes in more shapes and sizes than probably any other genre of enterprise software. Aside from all-purpose CRM, there's CRM for small businesses, CRM specifically for retail establishments, for banks, insurance agencies 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:
With those priorities in mind, let's look now at some specific functionality.
|Top Infusionsoft Comparisons||Top Marketo Comparisons||Top Pipedrive Comparisons|
|Infusionsoft vs. Ontraport
Infusionsoft vs. HubSpot
Infusionsoft vs. Salesforce
|Marketo vs. Pardot
Marketo vs. Eloqua
|Pipedrive vs. Zoho
Pipedrive vs. Base
Pipedrive vs. Salesforce
Despite the great variation among CRM products, most will include some or all of the following core applications:
|Customer database||Central repository that stores customer information, such as contact details and any records (e.g., purchase orders, RFPs) associated with that customer's account.|
|Interaction tracking||Tracks customer interactions (usually across multiple channels) providing records of past interactions and reminders (scheduled or triggered) for following up.|
|Workflow automation||Reduces the number of steps required for specific and commonly repeated processes, saving employees time and reducing errors and omissions.|
|Reporting and analytics||CRM platforms typically provide many basic data visualization tools, such as graphic reports (for example, of sales activity) and real-time dashboards to monitor KPIs and metrics.|
Generally speaking, CRM software is used by any and all of a company's customer-facing departments, mainly sales, marketing and customer service. So, in addition to the core functions listed above, here are some other applications that can be included with CRM, organized by department:
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.
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:
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.