The Best CRM For Startups 2021 are the tools where startups are building their sales and marketing base. New sales and marketing technology is always evolving and companies should be tracking what’s happening so the right decisions can be made.
A startup CRM is an important asset for both small and large businesses, but its features may vary more than you think. This article will provide information on the best free CRM for startups, helping you choose the right fit for your company. These days, while we all know the importance of Customer Relationship Management (CRM) in our daily business routine, it is becoming tough for startups to choose the best crm for their new startup. Considering that there is no dearth of crm software and technologies available in the market today for almost any business segment or industry- from manufacturing to education and from healthcare to retail.
HubSpot
HubSpot is the inspiration for many of the CRM software that are popular today. It is among the oldest and most trusted tools, with several global corporate giants using HubSpot to automate their marketing and customer service tasks.
HubSpot offers a plethora of features, including marketing automation, sales workflow automation, and CRM analytics.
This CRM software is easy to integrate with other marketing and customer service tools, so you can share data between apps (Google Sheets, Slack) and boost your company’s growing operations.
Essentially, this marketing automation software helps you find the right audience. It can help you convert more visitors into customers and run complete inbound marketing campaigns from one platform.
HubSpot CRM Features:
- Lead management tools
- Lead scoring system
- Email campaigns & automation
- Social media integration
- Sales pipeline management
- Contact relationship management
- Collaboration tools for teams
- Reporting & Analytics dashboards
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Benefits:
- Startup-friendly CRM provides pipeline view, voice call (including call recording), SMS, reporting, and email marketing features (including custom email sequencing) in one place
- Pre-recorded voicemail offers a time-saving feature for sales reps, and a predictive dialing feature allows reps to auto-dial multiple numbers to improve sales agent productivity
- Many useful integrations with other platforms, including Mailchimp, Slack, Zendesk, Google Sheets, Facebook, and Zapier
Drawbacks:
- Bulk data importing of CSV files will often produce duplicate leads, requiring you to do some manual clean-up
Insightly
Insightly is a type of CRM that offers a variety of project management tools to manage post-sale customer relationships. Startups can easily onboard team members and scale thanks to its reliable help center with in-depth tutorials and seek advice from the Insightly community hub. While Insightly is a convenient CRM for startups, it does lack social media integration. Its free plan is also limited to only two users and does not include customer support.
Insightly Features:
- Manage bills and invoices
- Enterprise plan includes products and services catalog
- Option to integrate phone dialer and call logging
- Help center with in-depth tutorials and community with like-minded professionals
- Track milestones, streamline business processes, and utilize real-time data dashboards
Copper
Benefits:
- Copper provides startup-friendly features like automated data entry, smart identification, lead and customer tracking, plus optimization of sales contacts and opportunities
- Integrates natively with G Suite, meaning data import is seamless from Gmail and other Google tools you (probably) use every day
- Improves management of teams and workflows with weekly pipeline progression reports using drag-and-drop functionality, custom filters, and alerts when deals might be going stale
- Provides an eye-pleasing sales pipeline for easy tracking and managing of leads through the qualification process
Drawbacks:
- There is a bit of a learning curve, so be forewarned you’ll need to set aside some time to meaningfully implement it at your startup
- There can be issues with importing data from Excel, meaning you’ll be required to manually enter information into Copper
EngageBay
EngageBay is the most affordable and integrated all-in-one CRM software that startups can get in 2021. It’s perfect for small and medium-sized businesses.
The software comes with all the features your startup would need to grow in business.
We’re talking automation tools for marketing and sales, easy-to-use drag-and-drop builder for email templates and landing pages, a visual deals and sales pipeline for revenue tracking and predictions, and integrated Live Chat.
EngageBay can help you grow your revenues by up to five times by marketing the right product to the right customer at the right time.
Among the top CRM features of EngageBay are analytics for sales data and customer data, and dozens of nodes for marketing automation. Analytics help entrepreneurs understand their sales funnel performance, customer engagement levels, etc., allowing them to make more informed business decisions.
Marketing automation helps automate lead nurturing and allows the company to follow up with leads through email or text messages using triggers, like when a potential customer views certain products or completes an action on your website. In the advanced packages, you can even set your own custom nodes for marketing automation.
EngageBay CRM Features:
- The Marketing and Sales Bays offer a wide range of powerful features that can help you automate your marketing campaigns, and streamline customer engagement, and even automate your lead management.
- You can set up drip campaigns to send relevant emails to a segmented contacts base.
- EngageBay offers predictive lead scoring so you can engage with marketing-qualified leads easily.
- There’s Live Chat to interact in real-time with your web visitors.
- You can A/B test each key element of your emails, web forms, and landing pages.
- EngageBay’s marketing automation tools are affordable, scalable, and super easy for beginners to use!
Agile CRM: Best CRM With Built-in Phone Features
Agile CRM has advanced telephony capabilities, such as outbound and inbound calling, call automation, call recording, and call logs. System integrations support various existing marketing, social, and e-commerce tools that you may already be using. Unfortunately, Agile CRM’s lack of advanced customer support options and in-depth user training kept it from nabbing the top spot on our list.
Agile CRM Features:
- Built-in two-way telephony with auto-dialer, voicemail drops, call recording, scripts, post-call automation, and conferencing features
- Marketing automations with email marketing, customizable newsletters, email tracking, multichannel campaigns, and video email capabilities
- Training through webinars and educational resources
- Customizable customer contact fields and product catalog
- Support for client billing and invoicing
Conclusion: Our list of CRM for Startups in 2021 is based on our research. The list differs from others because it looks at what each CRM provides in terms of features. We didn’t focus much on the price point here, though some entrants are free or freemium products. Here are some best CRM for Startups you should check out!