Establishing customer relationships is essential for the success of any startup and that is why it needs adecuate tools right from inception. A Customer Relations Management (CRM) system can breathe life into a small business by making it possible for the owner to manage leads, streamline processes, and enhance engagement.
Out of the many CRM systems available in the market, selecting the best one that fits the needs of your start up can be quite daunting. To ease the burden of selection, we have come up with a list of the Top 9 CRM systems that are most suitable to startups in terms of application, growth, price and additional functionality.
1. Planly CRM: Social Media Scheduling Made Simple
Best for: Businesses looking to streamline social media management
Planly CRM simplifies social media scheduling and team collaboration. It’s perfect for businesses and individuals who need an efficient way to plan, publish, and analyze content across multiple platforms from a single dashboard.
Key Features:
- Multi-platform content scheduling
- Team collaboration tools
- Social media analytics
- AI-powered content creation
- HD video uploads
- Exceptional customer support
Planly offers a 14-day free trial and plans starting at $15/month, making it an affordable solution for growing businesses.
2. HubSpot CRM: The Free Powerhouse
Best for: Startups on a tight budget
HubSpot is a widely recognized CRM for startups and small businesses, and it offers a free plan that provides all the essentials. Its user-friendly interface, combined with a powerful suite of tools for contact management, email marketing, task automation, and reporting, makes it a popular choice for new businesses.
Key Features:
- Unlimited users on the free plan
- Built-in email marketing tools
- Lead and deal tracking
- Simple reporting and analytics
While HubSpot has paid tiers with more advanced features, its free version is highly functional, offering startups a seamless way to manage leads and customer data without breaking the bank.
3. Zoho CRM: Affordable & Customizable
Best for: Growing startups that need flexibility
Zoho CRM is known for its affordable pricing, robust features, and flexibility. It’s ideal for startups that want more control over customization. Zoho offers automation tools, multi-channel communication, and integrations with many third-party apps, including Google Workspace and social media platforms.
Key Features:
- AI-powered sales assistant (Zia)
- Customizable workflows and automation
- Multichannel communication (email, phone, chat)
- Analytics and reporting
Zoho CRM offers a free plan for up to 3 users, making it a great option for small teams looking to grow into more advanced features as their needs evolve.
4. Pipedrive: Simple Yet Effective
Best for: Sales-driven startups
Pipedrive focuses on helping teams close deals more efficiently. It’s designed for startups with a strong focus on sales, offering a visual pipeline to track leads, deals, and sales activities. Its intuitive design and automation features make it easy to use, even for teams without much technical expertise.
Key Features:
- Customizable pipelines
- Email integration and tracking
- Sales reporting and forecasting
- Workflow automation
Pipedrive’s affordable pricing and ease of use make it a solid choice for small teams focused on growing their sales pipeline quickly.
5. Freshsales: AI-Driven Sales Automation
Best for: Startups looking for AI-powered insights
Freshsales by Freshworks is a comprehensive CRM that offers a blend of AI-powered insights, automation, and multichannel engagement tools. It’s a great fit for startups that need intelligent features without a steep learning curve.
Key Features:
- AI-based lead scoring
- Sales activity tracking and reports
- Multi-channel outreach (email, phone, chat)
- Customizable pipelines
Freshsales offers a free plan and competitive paid options, making it suitable for startups at any stage of growth.
6. Salesforce Essentials: A Scalable CRM Solution
Best for: Startups that anticipate rapid growth
Salesforce Essentials is the entry-level version of Salesforce, offering the power and scalability of the world’s most popular CRM system, but tailored to small businesses. With Salesforce’s vast suite of features, startups can scale quickly and manage their customer relationships as they grow.
Key Features:
- Sales tracking and pipeline management
- Customizable dashboards and reporting
- AI-driven insights and automation
- Integration with other Salesforce tools
Though Salesforce Essentials is one of the more expensive options on this list, its scalability and robust features make it an excellent choice for startups that want to invest in a CRM with long-term growth potential.
7. Insightly: Project Management Meets CRM
Best for: Startups in project-driven industries
Insightly is a CRM with an emphasis on project management. It’s perfect for startups that manage complex projects and need a CRM that can help with both customer relationship management and project delivery.
Key Features:
- CRM and project management in one tool
- Customizable dashboards and reports
- Workflow automation
- Email and calendar integration
Insightly offers a free plan for up to 2 users, which is a good option for small startups. Its premium features provide more advanced project management capabilities as businesses expand.
8. Keap (formerly Infusionsoft): Comprehensive Marketing Automation
Best for: Startups with a strong need for marketing automation
Keap is a CRM that excels in marketing automation and is a great choice for startups that need to integrate marketing and sales efforts seamlessly. It offers tools to automate email campaigns, lead nurturing, and customer follow-ups.
Key Features:
- Marketing automation workflows
- Email and SMS marketing
- E-commerce integrations
- Customizable contact management
Keap’s pricing starts at a higher point than some other CRMs, but its marketing capabilities can be a significant asset for startups looking to build strong marketing funnels early on.
9. Monday.com CRM: Visual and Collaborative
Best for: Startups that value team collaboration
Monday.com is a popular project management platform that has a CRM offering designed for team collaboration. Its visual interface makes it easy to track tasks, projects, and customer relationships in one place. It’s great for startups that want to centralize all work in a single, collaborative platform.
Key Features:
- Visual project and task management
- Customizable workflows
- Integration with a wide range of apps (Slack, Zoom, etc.)
- Sales and customer management
Monday.com offers various CRM plans, with the ability to integrate and expand based on your team’s needs. Its collaborative features are a big plus for teams working together across different departments.
10. Streak CRM: Integrated Directly into Gmail
Best for: Startups that live in Gmail
Streak CRM is ideal for startups that use Gmail as their primary communication tool. This CRM integrates directly within your inbox, allowing you to manage your contacts, track emails, and pipeline opportunities without leaving your Gmail account.
Key Features:
- Built directly into Gmail
- Email tracking and pipeline management
- Task and calendar management
- Shared team inboxes
Streak’s free plan supports basic CRM features for Gmail users, and its simple setup makes it ideal for startups that need a no-fuss solution.
Conclusion
It is very important for a startup to select an appropriate CRM system as it can determine how well one can manage relationships, complete a sale and grow, among other things. There is a CRM system to suit the needs of your growing startup regardless of whether you want something basic and free such as HubSpot CRM or more advanced features such as those found in Salesforce Essentials.
While looking at these options, look for particular functionalities that fit your objectives as a business, the allocated funds, and the composition of your staff. Appropriate adoption of CRM system from inception will help in positioning the new venture for success.
