Contact management · CRM

What are the best CRM systems for a small startup or business?

Zachary Weinberger Global Total Rewards Advisor and Consultant at Remuneration Resources

October 28th, 2014

I need to choose a CRM system. This is for a small and growing consulting business. I need client/contact management including the ability to track contacts and deliver email newsletters and materials. Any ideas or recommendations?

Earle Jr. CEO of Earle & Co. Consulting

October 28th, 2014

Zachary, I had a client with your exact question and I found a great resource with a comprehensive comparison of CRM tools on the market and their available features.

Take a look at this Google Sheet and pick out the CRM tool that best fits the needs for your business.

I also agree with Eric that you may need to consider investing in two systems: a CRM tool to track contacts and a marketing automation tool to send out marketing materials to your contacts.

Good luck and let me know if you have any follow-up questions. Cheers.

Oscar

October 28th, 2014

Stay lean. I used Salesforce for 1.000 employees and for 8. It suck for 8 people. Use something simple like Pipedrive. And if you want to email people use a simple email program like mailchimp. You can always invest in better email later. Most CRM systems can sync automatically or export the contacts. 

Danny Schreiber Marketer at Zapier

October 28th, 2014

Hey Zachary - We get this question quite a bit at Zapier, so we gave the 35+ CRMs that we integrate with a deep look. From what it sounds like, you'd be best to go with a CRM that has built-in marketing automation. For that, check out these 10 - https://zapier.com/blog/marketing-automation-crm/. Or if you'd rather split up the two apps, here's a list of 25 CRMs, organized by focus (contacts, conversations or leads and deals) - https://zapier.com/blog/best-crm-app/.

Hope that helps! :)

Sam Colwill Owner/Chairman at BathroomsByDesign Retail Ltd and Owner/CEO at KADware Ltd

August 2nd, 2017

Check out Odoo. Been using it for 3 years and has transformed by business. Does much more than CRM, we use it for sales, purchasing, accounts, HR and project management. But there are lots of other modules that can be added and customised. You can also have their eCommerce module integrated, not sure it would be entirely relevant to consulting but I've seen firms monetise their expertise with sessions, videos and programmes you can buy.

Would be very cheap to get started and you effectively pay for what you use so CRM would be cheap, and would give you the scope to gradually build it into a full scale ERP system to rival SAP when you're turning over tens of millions!

Ken Kaisen Managing Director at CAI, Inc and Chairman of Billmizer, LLC

October 28th, 2014

Zachary,

I've implemented/used Salesforce.com at both big and small companies. I can't say enough about it. Low-end pricing is reasonable, it'll grow with you, and the AppExchange has a huge assortment of handy extensions, so you'll probably never need to write a line of code or do a risky customization. I also used Zoho at a start-up...it works great and there is a free version with the basics, but I always worried how scalable it would be, how robust the company was, etc. Using SFDC these days is like buying IBM...you can't go wrong. But if "free" is a must, look at Zoho.

Chris Heuer

October 28th, 2014

I use Nimble connected to Mailchimp and it works great. You can also use Zapier to do some even cooler integration on the backend pretty easily. Nimble is super robust, but also easy to use. With all systems, remember you need to invest time in understanding the system, designing your own, setting it up and integrating the data and ultimately in creating a new behaviour pattern that will lead to regular usage.... Chris Heuer Catalyst, AdHocnium Blog: http://chrisheuer.com/ Strategy: http://AdHocnium.com/ Thoughts: http://twitter.com/chrisheuer 'Resume': http://www.linkedin.com/in/chrisheuer m.408.834.0884

Rana Umara Azeem Director and ceo

August 1st, 2017

Hi,


We have develop couple of custom CRM for client , as per my suggestion is better to have custom solution for your business. though it take little longer but it is one time fee no dependency on third party, no monthly fee . secure , salable able and reliable.



Kamran Holland

January 27th, 2017

check this one out

https://www.salesforce.com/crm/

if you need custom CRM then let's talk!

Maria Leinweber Strategy and Business Planning, Financial Services

July 31st, 2017

This year Smarty Software was nominated for best CRM and was called as one of the most disruptive companies of 2017. Perfect for everyone looking for a business automation solution. There are different packages available. CRM, Marketing, Accounting and Employee management. Can be purchased as combination or separately. It`s great for SME`s and the price is more than competitive.

Ellie Ereira

October 28th, 2014

Hello, I'm in a startup in a team of 12 and we've just signed up to close.io. We're pretty new so still evaluating it but it seems good so far. I wrote a blog about the process of choosing a CRM here in case its helpful:
http://opensignal.com/blog/