Startup SaaS CRM: How to Choose a CRM for Emerging Businesses


With a starting price of just $9 per month, it’s not difficult to see why ActiveCampaign has more than 130,000 paying customers around the world. These customers flock to ActiveCampaign because it offers the most features at the most affordable price. Not to mention that ActiveCampaign does its job as a CRM tool extremely well. The customer service inbox is an add-on and lacks some key features of competitors like Intercom. When paired with something like Intercom or GIST, connected via Zapier you’ll have a SaaS CRM system that’s hard to beat. Active Campaign is among the top CRM tools for small and medium-scale SaaS enterprises.

best CRM for SaaS startups

The platform helps enterprises manage their sales processes as well as other customer experience (CX) activities. Without a CRM tool, you might be relying on manual methods to manage customer data, which can be time-consuming, inefficient, and prone to errors. A CRM tool automates your sales and customer management processes, providing you with accurate data to make informed business decisions and boost your sales. Insightly is a user-friendly, simple-looking CRM that is anything but basic. It’s great for tech startups and SaaS companies that need a hassle-free solution with intuitive menus and easy-to-use features. The website offers a variety of forms for lead capture, email marketing, and reporting.

HubSpot CRM: The Free All-in-One CRM Solution

Contact management features should also let you contact the customer from within the system to address any customer service issues or reach out at renewal time. If you think a CRM is an expensive tool only for large businesses, think again. A CRM solution can save you time, keep your team organized, and boost sales and customer retention, no matter your size. As a small business owner, you toggle between marketing, sales, operations, and customer service daily — and sometimes within the same hour.

  • You can also create a mobile app for your business in minutes using Zoho Creator.
  • The platform is highly customizable, offering numerous integration options with other tools and services.
  • Salesforce is a powerful CRM software that is straightforward to set up and offers users an uncomplicated interface.
  • SaaS startup companies have utilized CRMs for years, with some of the top SaaS apps recommending Ringy as their CRM system of choice.
  • Geopolitical tensions and economic sanctions had widespread effects across various industries, influencing consumer sentiment and spending patterns.
  • Unfortunately, some important features, like calendar views, are only available with its more expensive subscriptions.
  • The cost of CRM software swings widely based on the number of users, features, subscription base and more.

It offers a simple and intuitive interface, as well as helpful tutorials to get you started. It’s also customizable, so you can tailor it to match your business needs. To offer an accurate assessment, we go beyond basic queries such as the availability of a phone line or live chat feature. For pricing, we considered the cost per user per month for each paid plan, minimum user requirements, introductory pricing, the availability of free trials, free trial length and money-back guarantees. The return on investment from selecting the best CRM software can be massive.

What Is CRM for Startups?

The software allows startups with limited space or that operate remotely to access tools that help them grow. Besides the time-saving benefits offered by CRM startup business software, these platforms have multiple other advantages. CRMs are often a transformational catalyst in startups looking to proliferate vibrantly and robustly. Technology is developing exponentially, and the same is valid for business processes.

best CRM for SaaS startups

Beyond standard CRM features, FreeAgent offers unique tools for marketing, sales, and support. With pricing ranging from $35 to $100 per user annually and special nonprofit rates, it’s versatile and budget-friendly. Its standout features include automatic task reminders, customizable email templates, and seamless integrations with platforms like Mailchimp and Quickbooks. Although there are only paid versions, a trial lets you explore its capabilities.

What are the benefits of using a CRM tool for my SaaS startup?

Explore these top CRMs, specifically selected to empower and streamline your startup’s customer relationship management. In this guide, we’ll explore 19 top software solutions, each tailored to meet the unique needs and challenges startups face. The right CRM can be the cornerstone of your startup’s success, from enhancing customer engagement to driving growth.

Once a lead is entered, you can nurture the lead with email proposals, calendar scheduling, and proposal and contract management to seal the deal. At any moment, you can know where your pipeline stands with dashboards and sales forecasting. Look for software that presents your sales KPIs in a way that allows you to feel confident about what actions to take next. Ideally, you’ll be able to create customizable sales dashboards with the data that matters most to your team. The least expensive Professional plan starts at $65 per user per month.

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Many customers have reported switching over from other SaaS CRM tools because of its ease of setup and customer support. These customers also cite the follow-up features as a deciding factor for the switch. This software does a remarkable job of providing a platform that handles all sales team operations.

Once you’ve looked at requirements from the sales team’s perspective, flip it around and think about your customer. It’s one of the easiest to use among the systems we tested, even if it’s not quite as feature-rich as some. Insightly’s built-in reporting engine is AI-powered, and it provides one-button data export to Microsoft Power BI. It also comes with powerful workflow management features that can help you to streamline your operations and save time. HubSpot is our overall top pick thanks to its generous free plan, extensive suite of tools, and startup-exclusive discounts. Zoho’s another great option—particularly if you’re already using other Zoho tools or want to build your own customized CRM interface.

Work Breakdown Structure for CRM: Bringing Efficiency to Your Business

If that sounds daunting, we’ve separately surveyed CRM products designed specifically for small businesses and first-timers. If, on the other hand, you’re ready to deploy powerful tools for managing customer relationships, read on for our recommendations, plus buying tips to help you navigate the many options. Nutshell CRM is renowned for its intuitive, powerful interface, a characteristic that is particularly beneficial for SaaS businesses where efficiency and user experience are paramount. The platform strikes an ideal balance between sales and marketing tools, offering extensive functionality for both departments. This dual focus is a significant advantage for SaaS companies, where sales and marketing often must work closely together to attract, convert, and retain customers.

You get real-time notifications on customer engagement, so you always know the right time to follow up. An intuitive lead report ensures that you stay on top of every opportunity, with key details just a glance away. Collaborate easily with your team for just $15/user/month, and customize fields without needing tech-savvy skills.

PlanPlus Online

As the name implies, Pipedrive is all about that sales pipeline—and it was built by actual salespeople, so to that end, the software works well for managing your sales funnel. With software for web and mobile, it’s easy to access on the go, allowing you to track your customer outreach efforts from crm for startups anywhere you are. However, once leads have become paid customers, the software lacks features to really help maintain those relationships moving forward. Today’s successful SaaS companies use a CRM to track their projects and developments, and most smaller SaaS startups and businesses do as well.

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