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The Best CRM Software for New Businesses

CRM software assists new companies in keeping track of all of their contacts in one location, tracking each stage of the sales process, and cultivating enduring connections with their clients. There is a lot of free CRM software on the market these days.

CRM which stands for client relationship management assists a startup in strengthening its bonds with suppliers, partners, and customers. This is particularly crucial because it is nearly hard for a startup to expand without strong stakeholder ties.

Here are the best CRM tools for startups

HubSpot CRM

HubSpot CRM is a CRM that is free for new businesses. Additionally, it offers a plethora of useful sales tools for companies that facilitate better pipeline management for teams.

Principal Attributes

  • Lead scoring and visual dashboards provide comprehensive insight into your whole sales funnel.
  • Keep track of papers and create a resource library with useful information for the whole group.
  • Integrates with Jira, Slack, Microsoft Dynamic, and additional platforms
  • Use the scheduling tool, email, or live chat to communicate with clients.

Pricing
There is a free plan for Hubspot CRM, and subscription options begin at $50 per month for two users.

Pros

  • One-stop shop for marketing, sales, support, and content management
  • Strong automation for sales and marketing
  • Scalable Software
  • Coordinated CMS

Cons

  • HubSpot rapidly increases in cost.
  • It features yearly agreements with no early termination fees.
  • Not very useful if you don’t utilise it as a comprehensive instrument.
  • A/B testing is not available on HubSpot’s lesser tiers.
  • Additional technical assistance is paid for, and the required onboarding service is costly.
  • For small businesses, there are numerous HubSpot substitutes that offer comparable capabilities at more affordable prices.

ClickUp

Among the best project management and startup management apps available, ClickUp is utilised by teams in both small and large businesses.

With ClickUp, you can use tags to arrange your accounts, use the Map view to see your clients’ locations, and set tasks that are assigned automatically at each level of the sales funnel.

What makes ClickUp the best free CRM for new businesses

  • Dashboards: monitor average deal sizes, your client lifetime value, the effectiveness of your sales staff, and more.
  • Custom Statuses: design stages specifically tailored to your particular sales process.
  • Email ClickApp: keep conversations in one place by sending and receiving emails directly from ClickUp tasks.

Pricing

  • Unlimited Plan, $7/member/month ideal for small teams
  • Business Plan, $12 per member per month ideal for mid-sized teams
  • Free plan

Pros

  • Solid free CRM for startups that allows you to have an infinite number of users
  • An easy-to-use UI featuring both online and offline modes
  • Using task dependencies, make sure your team is aware of which tasks to focus on first.
  • Provide clients with precise project timelines and time estimations.
  • With ClickUp Docs, you can create onboarding documents, wikis, SOPs, proposals, and more.
  • Make sure your customer service representatives follow task priorities and complete jobs in the correct order.

Cons

  • Steep learning curve
  • Glitchy app on Android
  • Lacks project message board

 Agile CRM

Agile CRM is a comprehensive CRM solution that includes certain project management features. You can track and email campaigns, as well as assign tasks to team members, with Agile CRM.

Pricing

There is a free plan for Agile CRM, and paid options begin at $14.99 a month.

Relevant factors

  • Maintain a record of your sales deals’ phases and project milestones.
  • Automate invitations, follow-ups, and scheduling.
  • Reach out to clients by utilising voicemail automation and the one-click calling capability.

Pros

  • When compared to other options, the software is an affordable solution.
  • Agile CRM is generally simple to use for novices. 
  •  There is a gamification option to increase worker productivity. 
  • Practical automated functions .

Cons

  • There is room for development in customisation.
  • Absence of advanced feature tutorials.
  • Comprehending automation features can be difficult.
  • Agile CRM seldom ever does sales or promos.
  • The contacts and functions of the free version are restricted.

Salesforce

Salesforce facilitates team management throughout the whole sales cycle. You can generate quotes, monitor high-performing team members, and do a lot more with this CRM software.

Important characteristics

  • Dashboards let you monitor the performance of your team.
  • An element of a social feed where groups can work together on customer initiatives
  • Assign leads to the appropriate team member automatically
  • Without ever leaving the app, get insights from well-known social media platforms like Facebook and Twitter.

Pricing

Monthly pricing for Salesforce users starts at $25.

Pros

  • Extensive customization options
  • Lead management and scoring
  • Powerful reporting
  • Easy to set up
  • Free 30-day trial
  • Integrations with over 1,000 other platforms

Cons

  • No free plan
  • More expensive than top competitors
  • Complicated to set up and learn
  • Time-consuming to maintain

Zoho CRM

Important characteristics

  • Automate processes such as following up with leads, sending emails to customers, and more.
  • To keep your consumers engaged, establish customer portals.
  • From within the app, reply to emails from Gmail, Yahoo, and Outlook
  • Dashboards allow you to see an overview of all sales activities.

Pricing

There is a free plan for Zoho CRM, and subscription options begin at $20 per user per month.

Pros

  • Free plan available
  • Affordable pricing plans
  • Automation on all plans
  • Multiple integrations
  • Easy to use
  • Mobile app
  • 30- to 45-day money-back guarantee

Cons

  • AI features only on top tiers
  • Limited custom fields
  • No integrations for free plan
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