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Best Streak Alternatives

Written by Paddy Stobbs

Co-Founder & CEO

Edited by Steph Leung

Product & Operations Lead

Updated onMar 14, 2025
Streak has established itself as a popular CRM solution that lives directly inside Gmail, offering a streamlined approach to relationship management without leaving your inbox. This Google-centric tool transforms email conversations into actionable business processes through customizable pipelines, email tracking, and seamless Google Workspace integration. However, as businesses grow and requirements become more complex, alternatives like Attio, Pipedrive, HubSpot Sales Hub, and Zoho CRM offer compelling advantages for specific use cases. Whether you need flexible data structures beyond standard contacts, support for non-Gmail environments, advanced lead scoring capabilities, or extensive third-party integrations, these alternatives provide specialized features that address Streak’s limitations. In 2025, choosing the right CRM means aligning with your team’s workflow, tech stack, and relationship management needs—which may require looking beyond Streak’s inbox-focused approach.

Best alternatives to Streak

For managing complex business relationships beyond contacts and companies:

Attio product logo

Attio

Stackfix Rating:

8.1 / 10

Attio’s custom objects feature provides flexibility for managing complex business relationships beyond standard contacts and companies. Streak lacks this capability, while Attio empowers users to create custom data structures for tracking diverse relationships and processes. Users can build tailored workflows around products, locations, events, or any business entity, moving beyond traditional contact and company records. Teams can establish dedicated objects for tracking product feedback, managing partnerships, or monitoring facility maintenance – seamlessly maintaining connections between these custom objects and associated contacts or companies.

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For teams using non-Gmail email clients or non-Chrome browsers:

Pipedrive product logo

Pipedrive

Stackfix Rating:

7.3 / 10

Pipedrive stands out as a versatile solution for teams using diverse email clients and browsers. It offers native Outlook integration and support across all major browsers. Unlike limited alternatives that operate as single-browser extensions, Pipedrive provides a comprehensive web application that connects with multiple email platforms. Teams can seamlessly sync emails and meetings from Outlook, track email engagement, and manage their sales pipeline with flexibility and ease.

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For sophisticated lead management and scoring:

HubSpot Sales Hub product logo

HubSpot Sales Hub

Stackfix Rating:

5.8 / 10

HubSpot Sales Hub stands out as a sophisticated solution for lead management compared to Streak. While Streak offers basic lead management through custom pipelines and tags, HubSpot Sales Hub provides comprehensive lead evaluation capabilities that automatically assess leads based on both demographic data and engagement metrics. Users can create detailed rules incorporating website visits, email interactions, and custom events, and also leverage HubSpot’s powerful automation to route high-value leads to appropriate sales representatives. The platform’s robust reporting functionality provides deep insights into lead conversion patterns, helping teams optimize their qualification process over time.

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For teams requiring extensive third-party integrations:

Zoho CRM product logo

Zoho CRM

Stackfix Rating:

4.4 / 10

Zoho CRM’s extensive integration ecosystem makes it a compelling choice for teams requiring robust third-party connections. While Streak offers basic integrations with Gmail, Google Calendar, and Zapier, Zoho CRM provides over 900 pre-built integrations covering essential business tools like Mailchimp, LinkedIn Sales Navigator, Zoom, and Outlook. Teams can leverage Zoho’s comprehensive API to build custom integrations, ensuring seamless data flow between their CRM and other critical business systems. Additionally, Zoho’s first-party integrations with its own suite of products enable advanced features like website visitor tracking through SalesIQ and email marketing through Campaigns, creating a more connected tech stack than Streak’s integration options.

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PS

Meet your expert: Paddy Stobbs

Stackfix Co-Founder & CEO

I've spent over a decade deep in the world of business software - personally managing more than $2M in purchases across companies I've built and led. From intimate 10-person teams to organizations of 150+, I've developed a particular obsession with Sales and HR tools – testing, implementing, and scaling them at every stage of growth. My journey started at Cambridge University, led me through Google, and most recently culminated in selling my previous venture to TikTok. Now, I'm channeling all of that hands-on experience into helping others navigate the complex landscape of business software.

Streak logo

Streak

Attio logo

Attio

Pipedrive logo

Pipedrive

HubSpot Sales Hub logo

HubSpot Sales Hub

Zoho CRM logo

Zoho CRM

Our rating
Functionality
6

Functionality

6/10

<p>For a CRM that operates within your Gmail inbox, Streak offers a surprisingly robust set of features. In addition to managing contacts and pipelines, it provides email sequences, data enrichment, an AI co-pilot, and custom reporting.</p><p>However, it lacks some advanced features, such as tracking web visitors, capturing contacts via webform and ability to create custom objects.</p>
7

Functionality

7/10

<p>Attio offers simple, intuitive CRM functionality that ticks the boxes for most SMBs. Beyond the essentials like contact and pipeline management, it stands out with some standout features: a slick Chrome extension for effortless one-click contact addition from LinkedIn/X, impressive data enrichment, and AI-powered workflow automation. They’ve even recently added email sequencing and phone calling (via an integration) into the mix.</p><p>That said, there are a few missing pieces that sales teams might notice - like native lead capture from website forms.</p>
8

Functionality

8/10

<p>Pipedrive offers most of the functionality that SMBs will need. Besides allowing you to manage contacts, leads and your sales pipeline, Pipedrive also allows you to send email sequences, automate workflows, and layer on marketing functionality via add-ons (e.g. create marketing emails, chat bots, web forms, track website visitors).</p><p>However, it lacks some advanced features such as a dialer that allows you to make calls from your browser, adding contacts from LinkedIn and data enrichment. These will require 3rd party integrations.</p>
9

Functionality

9/10

<p>HubSpot offers all functionality that most companies will need, besides functionality required by the largest/ most sophisticated companies. For example, HubSpot's reporting functionality and ability to build highly customised workflows aren't on par with Salesforce's.</p>
9

Functionality

9/10

<p>Zoho CRM is among the more fully-featured CRMs on the market. It includes power features such as Custom Objects, Lead Scoring and comprehensive Analytics. In addition, it seamlessly integrates with Zoho's marketing, sales, and support tools like Campaigns (email marketing), SalesIQ (web tracking and live chat), and Zoho Desk (customer support), which will enable you - if purchased - to streamline customer tracking across touchpoints—from website interactions to sales sequences and post-sale support.</p>
Ease of Use
7

Ease of Use

7/10

<p>As a CRM that sits on top of your Gmail inbox, Streak is easy to set up and use.</p><p>Key workflows are also intuitive. In particular, you can easily add contacts to your pipeline from your email threads via a sidebar and easily enrol contacts into an email sequence.</p><p>Some of the more advanced features like automation however, has a bit of learning curve to them.</p>
8

Ease of Use

8/10

<p>Attio offers one of the best-in-class user experience for its core functionality. Key workflows such as creating pipelines, adding contacts to Attio via its extension and moving contacts to lists are highly intuitive, and available via keyboard shortcuts.</p><p>However, we found Attio's automation and reporting modules less intuitive and complex, since they're more powerful and flexible than the average CRM.</p>
8

Ease of Use

8/10

<p>Pipedrive is built for sales team - we found it very easy to locate key information, and most sales workflows such as prioritising and routing leads were also highly intuitive. An average SMB employee should only require 1-2 hours to master key functionalities of the product.</p>
3

Ease of Use

3/10

<p>HubSpot is so packed with features and customisation options that it will take an average SMB employee at least a week to learn how to navigate the platform. Even if you're only using HubSpot CRM, you'll see irrelevant modules and fields form other products in its suites everywhere, which can get quite confusing. But once you're past the initial learning curve, most key processes can get quite intuitive.</p>
1

Ease of Use

1/10

<p>We find Zoho's interface to be extremely unintuitive and difficult to use. Its UI is overwhelming and cluttered, with unmarked buttons and foreign terms (e.g. "touched records") all over the page. There are 17 tabs (e.g. products, cases, sales order, purchase orders) for a single contact alone, which is likely excessive, even for the largest teams.</p><p>Key workflows such as customizing a pipeline are also unnecessarily complex and unintuitive, requiring you to go to multiple settings page to do so.</p>
Look and feel
5

Look and feel

5/10

<p>We find Streak visually acceptable, though its layout is a bit cluttered at times. Our main gripe however, is that Streak loads slowly e.g. when you login, it takes at least 5-6 seconds before Streak loads.</p>
10

Look and feel

10/10

<p><span style="color: rgb(9, 9, 11);">Attio is one of the most visually appealing CRMs we've come across. We love the clean and blazingly fast UI, and page loads are +20% faster than the majority of other CRMs on the markets. Its pages are also beautifully colour-coded and accompanied by emojis, making it a joy to use.</span></p>
7

Look and feel

7/10

<p>We find Pipedrive's interface clean and modern, and acceptable to load <span style="color: rgb(9, 9, 11);">(~2 seconds per page).</span></p>
4

Look and feel

4/10

<p>We find HubSpot's interface to be tired and overwhelming compared to the newer CRMs on the market. There is often an overwhelming amount of actions you can take on a single screen, which makes it difficult to locate key information at times.</p>
2

Look and feel

2/10

<p>Zoho CRM is one of the slower CRMs we’ve tested. During testing, the home page view averaged over 9 seconds to completely load.</p><p>In terms of its interface, we found that information tend to be spread out. The top and left navigation is very tightly packed, while the main content body is filled with whitespace. It feels disorganized and inconsistent, not one cohesive app.</p>
Customisability
7

Customisability

7/10

<p>Streak allow you to customize most things, from fields, pipeline stages, reports, saved reports and workflows.</p><p>However, it lacks the ability to add custom objects, which allows you to track items besides contacts and companies, which may limit Streak's useful to build more complex workflows.</p>
9

Customisability

9/10

<p>Attio is a highly flexible CRM designed to meet the needs of any teams. It allows you to create custom data objects (on top of the standard "people" and "companies"), fully customisable pipelines, automation flows, highly customisable reports, and workspaces for any and all kinds of use cases (e.g. marketing, recruiting, project management).</p>
5

Customisability

5/10

<p>Built for sales teams, this also makes Pipedrive less customisable compared to competitors. Although you can customizable most fields and pipeline stages, most of its modules and terminology are rather sales-oriented e.g. you must have a "leads inbox", pipeline cards must be "deals".</p><p>It also lacks the ability to add custom objects, which allows you to track items besides people and companies e.g. subscription types or vendors and track custom web events e.g. add to cart.</p>
9

Customisability

9/10

<p>HubSpot offers the highest degree of customisability out of all CRMs besides Salesforce.&nbsp;You can create complex workflows via code, and fully customise fully customize the design of client-facing assets, such as emails and webpages.</p>
8

Customisability

8/10

<p>Zoho is generally quite customisable, you're able to add custom fields, custom data objects and create custom reports. However, there are limitations compared to HubSpot/ Salesforce e.g.<span style="color: rgb(9, 9, 11);"> you are unable to set up pipelines based on custom objects and track custom website events with code. </span></p>
Ease of Setup
9

Ease of Setup

9/10

<p>Streak offers a self-serve free trial. It takes almost no time to get started with Streak, which is simply a Chrome Extension that sits on your inbox. Fully customising the platform with workflow automation and reports is still straightforward, and can be done within 1 business day.</p>
8

Ease of Setup

8/10

<p>Attio offers a generous, self-serve free tier —up to 3 users and fully self-serve. Thanks to Attio's familiar spreadsheet-like layout, we found the initial setup to be extremely simple. It took less than 5 minutes to set up, and connecting our email was as simple as a few clicks, with all our contacts syncing automatically.&nbsp;That said, if you want to dive deeper and fully customize the platform, expect to spend 1-2 days exploring Attio’s incredibly flexible automation and reporting tools.</p>
6

Ease of Setup

6/10

<p>Pipedrive offers a free trial without need to speak to sales. Completing basic setup is simple, taking about 10 minutes to import your contacts and set up pipelines. That said, getting the platform fully up and running, and getting your team up to speed, can take up to a week. This is especially true if you’re exploring Pipedrive’s add-ons for marketing, prospecting, and project management.</p>
3

Ease of Setup

3/10

<p>HubSpot's free trial is available without having to speak to sales. Basic setup - importing contacts and creating pipelines - takes about 10 minutes. However, its extensive features and complex settings mean full customization can take weeks, especially for advanced settings like custom objects, chatbots, and automation. Many users we've talked to ended up hiring a HubSpot consultant for implementation. HubSpot's pricing structure adds another layer of complexity, with multiple plans and bundles to navigate during upgrades.</p>
2

Ease of Setup

2/10

<p>Zoho offers a free trial without the need to speak to sales. Due to Zoho's complex settings, we struggled with basic setup, taking over 15 minutes to customise a pipeline. Due to its extensive feature set, fully customizing the platform—including custom objects, chatbots, automation, and sequences—can take up to several weeks.</p>
Customer Support
7

Customer Support

7/10

<p>Streak offers live chat with human agents who are helpful and quick to respond. However, note that they are online only during US business hours.</p>
10

Customer Support

10/10

<p>Attio offers in-app live chat with live, human agents who are very quick to respond (within a few minutes) and always goes above and beyond with personalised screenshots and explanations!</p>
9

Customer Support

9/10

<p>Pipedrive offers 24/7, in-app chat with live human agents. Our team has always found the Pipedrive support team to be friendly, quick to respond, and very helpful.</p>
6

Customer Support

6/10

<p><span style="color: rgb(9, 9, 11);">HubSpot's support team responds via live chat/ email in less than 3 minutes, 24/7. </span></p><p><span style="color: rgb(9, 9, 11);">That said, you don't get access to their phone/ video support, unless you pay for Professional/ Enterprise, and now if you're signed up to their discounted startup plan. We also find their support sometimes frustratingly bureaucratic - you can only speak with the assigned rep in your territory.</span></p>
2

Customer Support

2/10

<p><span style="background-color: transparent; color: rgb(0, 0, 0);">Zoho seems to limit all the ways to talk to a human support agent live. </span>We've also found their customer support quite inconsistent, and have been left hanging several times when we attempted to reach out via their website/ email.</p><p>Their Help Centre is also not always helpful, as evidenced by many articles receiving more dislikes than likes, and Zoho users venting their frustration in the comment section of these articles.</p>
Integratability
3

Integratability

3/10

<p>Streak only offers a few pre-built integrations: Google Voice, Calendly, Typeform, Google Sheets, and Slack.</p><p>However, it does have an API &amp; Zapier integration.</p>
4

Integratability

4/10

<p>Attio has a few pre-built integrations with a handful of the most common software tools (e.g. Gmail, Outlook, Slack, Mailchimp). But, in the main, Attio pushes you to build your own integrations using Zapier, Make or its API. ‍</p>
8

Integratability

8/10

<p>Pipedrive has pre-built integrations with most relevant 3rd party products and an API that allows buyer to build own integrations where necessary.</p>
10

Integratability

10/10

<p>HubSpot offers native integrations with the overwhelming majority of 3rd part products a company will want to connect their CRM with, plus an ever-growing marketplace of more than 350 free and paid-for apps.&nbsp;&nbsp;The chances are that if you need a particularly integration and HubSpot don't have it, it will unlikely be provided by a competitive product.</p>
9

Integratability

9/10

<p>Zoho CRM offers over 900 pre-built integrations and extensions which covers most commonly used software, and an API for custom integrations.</p>
Ease of Migration
8

Ease of Migration

8/10

<p>Streak allows users to export key data data via self-serve. Export of most other data are also available via API or on request.</p>
8

Ease of Migration

8/10

<p>Attio allows users to export key data data via self-serve. Export of most other data are also available via API or on request.</p>
8

Ease of Migration

8/10

<p>Pipedrive allows users to export key data (contacts, accounts, deals) via self-serve. Export of most other data are also available via API or on request.</p>
8

Ease of Migration

8/10

<p>HubSpot allows users to export key data data via self-serve. Export of most other data are also available via API or on request.</p>
8

Ease of Migration

8/10

<p>Zoho allows users to export key data via self-serve. Exports of most other data are also available via API or on request.</p>

Attio: Streak alternative for managing complex business relationships beyond contacts and companies

Attio product logo
Attio

Stackfix Rating:

8.1 / 10

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Starting at

$0

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Updated onMar 14, 2025
Attio’s custom objects feature provides flexibility for managing complex business relationships beyond standard contacts and companies. Streak lacks this capability, while Attio empowers users to create custom data structures for tracking diverse relationships and processes. Users can build tailored workflows around products, locations, events, or any business entity, moving beyond traditional contact and company records. Teams can establish dedicated objects for tracking product feedback, managing partnerships, or monitoring facility maintenance – seamlessly maintaining connections between these custom objects and associated contacts or companies.

Want to know more? See a detailed comparison of Streak vs. Attio.

Pros

  • Fast pace of product iteration

  • Excellent Customer Support

  • Highly Customizable Platform

  • Efficient LinkedIn Integration

  • Powerful Contact Data Enrichment

  • Outstanding User Interface and Performance

Cons

  • Automation Limitations

  • Complex Reporting Interface

  • Basic Marketing Capabilities

  • Limited Core Sales Features

  • Limited Integration Capabilities

Compare all CRMsRead the full review

Pipedrive: Streak alternative for teams using non-Gmail email clients or non-Chrome browsers

Pipedrive product logo
Pipedrive

Stackfix Rating:

7.3 / 10

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Starting at

$24

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Updated onMar 14, 2025
Pipedrive stands out as a versatile solution for teams using diverse email clients and browsers. It offers native Outlook integration and support across all major browsers. Unlike limited alternatives that operate as single-browser extensions, Pipedrive provides a comprehensive web application that connects with multiple email platforms. Teams can seamlessly sync emails and meetings from Outlook, track email engagement, and manage their sales pipeline with flexibility and ease.

Want to know more? See a detailed comparison of Streak vs. Pipedrive.

Pros

  • Robust Add-Ons for Marketing & Lead Generation

  • Exceptional Ease of Use

  • Outstanding Customer Support

  • Powerful Sales Pipeline Management

  • Effective Lead Management System

  • Comprehensive Integration Capabilities

Cons

  • Limited Customization Options

  • Poor Email Sequence Functionality

  • No Native Phone Integration

  • Limited LinkedIn Integration

Compare all CRMsRead the full review

HubSpot Sales Hub: Streak alternative for sophisticated lead management and scoring

HubSpot Sales Hub product logo
HubSpot Sales Hub

Stackfix Rating:

5.8 / 10

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Starting at

$0

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Updated onMar 14, 2025
HubSpot Sales Hub stands out as a sophisticated solution for lead management compared to Streak. While Streak offers basic lead management through custom pipelines and tags, HubSpot Sales Hub provides comprehensive lead evaluation capabilities that automatically assess leads based on both demographic data and engagement metrics. Users can create detailed rules incorporating website visits, email interactions, and custom events, and also leverage HubSpot’s powerful automation to route high-value leads to appropriate sales representatives. The platform’s robust reporting functionality provides deep insights into lead conversion patterns, helping teams optimize their qualification process over time.

Want to know more? See a detailed comparison of Streak vs. HubSpot Sales Hub.

Pros

  • Integrated CRM suite for sales, marketing & support

  • Powerful customization

  • Robust Workflow Automation

  • Best-in-class marketing automation capabilities

  • Superior lead management functionality

  • Extensive integration capabilities

Cons

  • Complex Pricing with Steep Increases

  • Cluttered and Dated Interface

  • Difficult to Learn and Navigate

  • Bureaucratic Support System

Compare all CRMsRead the full review

Zoho CRM: Streak alternative for teams requiring extensive third-party integrations

Zoho CRM product logo
Zoho CRM

Stackfix Rating:

4.4 / 10

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$0

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Updated onMar 14, 2025
Zoho CRM’s extensive integration ecosystem makes it a compelling choice for teams requiring robust third-party connections. While Streak offers basic integrations with Gmail, Google Calendar, and Zapier, Zoho CRM provides over 900 pre-built integrations covering essential business tools like Mailchimp, LinkedIn Sales Navigator, Zoom, and Outlook. Teams can leverage Zoho’s comprehensive API to build custom integrations, ensuring seamless data flow between their CRM and other critical business systems. Additionally, Zoho’s first-party integrations with its own suite of products enable advanced features like website visitor tracking through SalesIQ and email marketing through Campaigns, creating a more connected tech stack than Streak’s integration options.

Want to know more? See a detailed comparison of Streak vs. Zoho CRM.

Pros

  • Robust integrated marketing functionality

  • Integrated Sales, Marketing and Support Suite

  • Typically Half the Cost of Comparable CRMs

  • Extensive Integration Capabilities

  • Comprehensive Reporting & Analytics

  • Rich Feature Set

  • High Customizability

Cons

  • Poor Customer Support (Unless You Pay More)

  • Limited Email Sequencing

  • Unintuitive Lead Management

  • Extremely Poor Ease of Use

  • Poor User Interface and Performance

  • Complex Automation Setup

  • Less Customisable Versus Competitors

Compare all CRMsRead the full review

How we test products

With so many CRM platforms on the market, we focus on identifying the best options for small and midsize businesses. Our evaluation process is built around real-world usage, prioritizing functionality, ease of use, and overall value. Here’s how we do it:

Functionality

A CRM should help businesses manage relationships, not complicate them. We start by identifying key use cases—contact management, pipeline tracking, automation, and reporting—then test how well each platform supports these needs. CRMs that offer essential features without unnecessary complexity score highest.

User Experience & Onboarding

A CRM should be intuitive enough for teams to adopt quickly. We test each platform’s interface by navigating core features without prior training and track onboarding time—from account setup to first data import. CRMs that require extensive customization or technical knowledge to function properly lose points.

Automation & AI Capabilities

Automation is key to scaling sales and customer management. We evaluate each CRM’s automation features, such as lead scoring, email sequencing, and workflow automation. We also assess AI-driven insights to determine whether they provide meaningful improvements or just add complexity.

Integrations & Compatibility

A CRM rarely works in isolation—it needs to sync with email, marketing tools, and Sales Engagement platforms. We test how well each CRM integrates with essential business tools, prioritizing native integrations over third-party connectors.

Pricing & Value

We compare pricing across competitors, analyzing what each plan includes and whether critical features are locked behind paywalls. Hidden costs—such as per-user fees, premium automation features, or required onboarding services—are factored into our assessment. CRMs that offer strong core functionality at a fair price perform best.

Stackfix’s Fit Score

All of these factors contribute to Stackfix’s Fit Score, a proprietary ranking system that measures how well each CRM aligns with a buyer’s needs. It combines two key elements:

  • Requirements Met – How many buyer requirements the CRM fulfills
  • Stackfix Rating – Our expert assessment of the software’s overall quality, usability, and value

The result? A clear, data-driven recommendation that helps businesses choose the right CRM—without hours of trial and error.

FAQs

What is a CRM?

Put simply, a CRM (Customer Relationship Management) is a platform that helps you manage and analyze your interactions with customers, both potential and current. It’s essentially a centralized place to store customer data, and help you forge and build stronger relationships with these customers. The key features of a CRM usually include:

  • Contact Management: Helping you store customer information, including their name, contact information, key information like whether they’ve bought from you in the past, and any communication history.
  • Sales Pipeline Tracking: This helps you track potential deals from the initial contact up until closing, which helps your sales team stay on top of opportunities and forecast revenue.
  • Analytics and reporting: Most CRMs also generate reports and insights based on your aggregated consumer behaviour, sales performance, and trends across the business.

What should I consider when buying a CRM?

Choosing the right CRM can make or break your sales and customer management process—so it’s essential to find one that fits your business needs, tech stack, and budget. Here are the key factors to consider before making your decision.

  1. Your requirements. It's important to first define what you need the CRM to accomplish. Consider your current sales needs and growth plans – a smaller startup focused on personal relationships may need different features than a larger startup managing thousands of leads at once.
  2. Ease of use. Look for an interface that your team will actually like and use. A cluttered or overly complex interface can overwhelm less experienced teams - meaning all those fancy features go to waste. That’s why Stackfix gives every CRM an ‘Ease of Use’ rating - so you can quickly see which ones are intuitive and user-friendly. Click into each product above to find the right fit for your team.
  3. Technical infrastructure. Take stock of your current tech stack. Do you need seamless integrations with your existing tools (e.g. Email, Scheduling and Customer Support software)? If you’re migrating from another CRM, can this new one handle your data volume and user count without breaking a sweat?
  4. Cost. When choosing a CRM, look beyond the headline price-per-user. Factor in setup costs, workflow limits, and how pricing scales as your team grows. The last thing you want is to lock into a “cheap” CRM that gets expensive fast when you actually start using it.
  5. Customer support. This is one of those things you don’t think about—until you really need it. If something goes wrong during setup or day-to-day use, will the vendor be there to help? Look at response times, availability (24/7 or just business hours?), and self-serve resources like help centers or community forums. To make this easier, Stackfix rates every CRM on customer support. Click into each product above to see how they stack up.

What are the common mistakes to avoid when buying CRM software?

Avoiding common pitfalls when choosing a CRM can save you time, money, and headaches down the line. Here are some of the biggest mistakes startups make—and how to avoid them.

  1. Buying based on features instead of quality. Many businesses buy comprehensive CRMs (often the big players like HubSpot and Salesforce), without considering whether all the features are crucial functionalities that they really need. Don’t be wowed by extensive features lists, if these features don’t align with your actual business processes.
  2. Not planning data migration. Many startups fall into the trap of buying a CRM without thinking about how they’ll move all customer data in the new system – keep in mind that this includes cleaning up old data, and ensuring all new fields are mapped correctly.
  3. Failing to think about scaling. Startups frequently select a CRM that fits their current needs, without thinking about their growth trajectories. Make sure to ask yourself: where do you want to be in 5 years? Does the CRM offer advanced features which you might need later, or will you have to make another switch? Consider the vendor’s frequency of updates, and ensure the CRM will continue to serve your needs as you grow.
  4. Not checking the adequacy of integrations. Integrations are particularly important for apps like email – make sure you verify that integrations are sufficient for your needs (e.g., if a CRM integrates with emails, does it sync custom fields for you? Make sure to test each integration before committing.)

How much does CRM Software typically cost?

Most CRM solutions range from $12-300 per user monthly, with entry-level options starting around $12-30 and premium solutions exceeding $150 monthly. Most vendors structure pricing in tiers based on features and scale, so be sure to enter your requirements as accurately as possible in our pricing calculator.

Many providers offer free plans with core functionality for very small teams but restrict users (typically 2-5), contacts, or available features. HubSpot, Zoho, and Freshsales all provide capable free tiers for businesses just getting started.

For enterprise plans and above, you can expect to speak to sales for a bespoke price. These custom quotes typically factor in implementation costs ($1,000-$60,000+), data migration, and specialized training. To skip the demo calls, be sure to check out our pricing calculator.

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