CRM Tools for Startups

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Below we list the best resources about CRM solutions especially suitable for startup organizations, collected by a team of expert editors.

Jump to our curated resources list

Choosing a CRM software for your company can be a weighty decision because a good CRM can make a huge difference to a business. This system keeps track of critically important customer and sales data, which is the bedrock of a business.

CRMs can benefit startups because young companies need to properly nurture early customer relationships. They need to retain customers and grow a loyal user base, particularly if the company operates on recurring revenue.

Startups considering adopting a CRM software should assess the benefits that using a CRM can provide for a small company:

  • Reduced cost per sale: You're closing more deals, faster
  • Better customer retention: Detailed customer information leads to more personalized service
  • More accountability and cohesion among team members: It's easier for individuals to see what other team members are working on
  • More insights into customer needs: The performance of marketing campaigns reveals what customers want and need

The choice of CRM software at this stage should involve careful consideration. With fewer users and less data, it's easier to adopt a new software in the early stage of a company. Switching becomes more difficult as you scale. The CRM software that a startup chooses early on may become the framework for their customer management for several years.

However, this important choice can be difficult for startups because of their unique needs. Many startups don't need a lot of CRM functionality right away, nor can they afford a complex solution with comprehensive features. At the same time, a startup may need to utilize more functionality as they scale.

Startups looking into CRM software options should ask themselves the following questions:

  • Will you need specific customizations? Do you have a developer on your team who can code these, or do you need the tool to provide an out-of-the-box solution?
  • How easy is the CRM to learn and use—particularly if you don't have a CRM expert on your team?
  • Can the CRM grow with you, both in capacity and in price?
  • Do you need a mobile app, or just a desktop app?
  • What processes can the CRM help you automate to free your team's time to focus on growth?

Often times, choosing a CRM for a startup is a balance of price and utility. The best choice for any startup will be one that stays within a team's budget while making their workflow easier and more efficient.

Key Topics

Perspectives on Startup CRMs

Further Reading

  • BaseResources about Base CRM, an all-in-one sales platform including lead tracking, sales management, customer management, and more.
  • Close.ioResources about Close.io, the inside sales CRM of choice for startups and SMBs that keeps track of all sales activities including Calls, emails, reminders and tasks.
  • Nimble CRMResources about Nimble CRM, a sales automation and social CRM solution for small and midsize businesses that automatically populates rich customer profiles and interaction histories from contact lists, email conversations and social media activity.
  • PipeDriveResources about PipeDrive - a sales management tool designed to help small sales teams manage intricate or lengthy sales processes.
  • PipelineDealsResources about PipelineDeals, a CRM software solution that can gain access to profiles that contain all of the activities, people, documents, and events related to a single deal.
  • ProsperWorksResources about ProsperWorks  CRM, a cloud-based, cross-platform CRM that integrates with Gmail, Google Drive and the rest of the Google Apps suite.
  • SalesforceIQ - formerly RelateIQResources about SalesforceIQ (formerly RelateIQ), a subsidiary of Salesforce. SalesforceIQ is a relationship intelligence platform that combines data from email systems, smartphone calls, and appointments to augment or replace standard relationship management tools or database solutions.
  • SalesnetResources about Salesnet CRM, a flexible and configurable CRM solution, including sales management tools, marketing tools, and more.
  • StreakResources about Streak CRM for Gmail, which can be used for CRM, sales, email support, hiring, product management, fundraising, event planning, and more.
  • Zoho CRMResources about Zoho CRM, an online customer relationship management software for managing sales, marketing and support in a single system.

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