Choosing the right CRM for outbound sales can be tricky. You need something affordable, easy to use, and built for prospecting at scale. In this guide, we break down the best CRM platforms for startups in 2025 – from cold call management to email automation and lead enrichment. We’ve tested them all to help you pick the right one for your sales team.
Best CRM for Startups Focused on Outbound Sales 2025
Written by Paddy Stobbs
Co-Founder & CEO
Edited by Steph Leung
Product & Operations Lead
Best CRMs for different use cases
For managing a high volume of cold calls:

Close
Stackfix Rating:
6.9 / 10
If your startup is focused on outbound sales – especially cold calling – Close is one of the best CRMs out there. It’s built specifically for sales teams who live on the phone, and it goes far beyond basic call logging. With built-in power dialers, predictive dialers, and call coaching tools, Close helps teams make more calls, have better conversations, and move faster.
In our testing, Close stood out for its native calling features. Reps can click to call directly from the browser, and every call is automatically logged, recorded, and transcribed. The power dialer queues up the next call as soon as the last one ends, while the predictive dialer dials multiple numbers at once and routes live answers to available reps – perfect for scaling call volume without burning time.
Managers can also jump into calls for live coaching or feedback, which is great for onboarding new reps or fine-tuning messaging. Transcriptions and call summaries cut down on manual note-taking and help keep CRM records clean and searchable.
Close does have some limitations. It’s not built for marketing automation or inbound lead capture – you’ll need integrations for email marketing or website tracking. But if your team is all about outbound and you want a CRM that makes cold calling smoother and more effective, Close is a top pick. We gave it a 10/10 for managing high-volume calling workflows.
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For managing a high volume of cold calls:
If your startup is focused on outbound sales – especially cold calling – Close is one of the best CRMs out there. It’s built specifically for sales teams who live on the phone, and it goes far beyond basic call logging. With built-in power dialers, predictive dialers, and call coaching tools, Close helps teams make more calls, have better conversations, and move faster.
In our testing, Close stood out for its native calling features. Reps can click to call directly from the browser, and every call is automatically logged, recorded, and transcribed. The power dialer queues up the next call as soon as the last one ends, while the predictive dialer dials multiple numbers at once and routes live answers to available reps – perfect for scaling call volume without burning time.
Managers can also jump into calls for live coaching or feedback, which is great for onboarding new reps or fine-tuning messaging. Transcriptions and call summaries cut down on manual note-taking and help keep CRM records clean and searchable.
Close does have some limitations. It’s not built for marketing automation or inbound lead capture – you’ll need integrations for email marketing or website tracking. But if your team is all about outbound and you want a CRM that makes cold calling smoother and more effective, Close is a top pick. We gave it a 10/10 for managing high-volume calling workflows.
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Close
Stackfix Rating:
6.9 / 10
For Automating personalized email sequences:
HubSpot Sales Hub
Stackfix Rating:
5.8 / 10
HubSpot Sales Hub is a great option for startups looking to automate personalised email sequences without sacrificing ease of use. Its ‘Sequences’ feature lets you build multi-step campaigns, track engagement rates for each email, and see which sequences actually convert into meetings. This makes it easy to test, optimise, and double down on what’s working.
Beyond sequences, HubSpot’s automation tools are surprisingly powerful. You can set triggers using custom events or third-party webhooks, automatically enrol contacts into email or WhatsApp sequences, and even split contacts randomly to A/B test workflows. It’s flexible enough to support everything from basic follow-ups to complex, cross-channel campaigns.
The built-in AI copilot is another win. You can use prompts to automate tasks like summarising company info or creating records – small time-savers that add up fast when your team is growing.
There are a couple of drawbacks. Most of these features are only available on HubSpot’s higher-tier plans, which might be a stretch for early-stage startups. And while the interface is polished, it can feel overwhelming at first. You’ll need to invest some time to get the most out of it.
That said, if you’re serious about automating outbound at scale and want a CRM that does more than just store contact info, HubSpot Sales Hub is a smart, scalable choice. We gave it a 9/10 for email sequence automation.
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For Automating personalized email sequences:
HubSpot Sales Hub is a great option for startups looking to automate personalised email sequences without sacrificing ease of use. Its ‘Sequences’ feature lets you build multi-step campaigns, track engagement rates for each email, and see which sequences actually convert into meetings. This makes it easy to test, optimise, and double down on what’s working.
Beyond sequences, HubSpot’s automation tools are surprisingly powerful. You can set triggers using custom events or third-party webhooks, automatically enrol contacts into email or WhatsApp sequences, and even split contacts randomly to A/B test workflows. It’s flexible enough to support everything from basic follow-ups to complex, cross-channel campaigns.
The built-in AI copilot is another win. You can use prompts to automate tasks like summarising company info or creating records – small time-savers that add up fast when your team is growing.
There are a couple of drawbacks. Most of these features are only available on HubSpot’s higher-tier plans, which might be a stretch for early-stage startups. And while the interface is polished, it can feel overwhelming at first. You’ll need to invest some time to get the most out of it.
That said, if you’re serious about automating outbound at scale and want a CRM that does more than just store contact info, HubSpot Sales Hub is a smart, scalable choice. We gave it a 9/10 for email sequence automation.
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HubSpot Sales Hub
Stackfix Rating:
5.8 / 10
For prospecting and lead enrichment:
Attio
Stackfix Rating:
8.1 / 10
Attio is a great fit for startups that prioritise prospecting and lead enrichment. It’s fast, flexible, and designed for teams that want to build high-quality contact lists without jumping between tools.
The Chrome Extension is a standout – it works across LinkedIn, X, Google Meet, and Gmail, letting you grab contact info and add it to Attio with one click. You can also use message templates directly in LinkedIn or Gmail, making it easy to personalise outreach at scale without sacrificing speed.
Attio’s data enrichment is another highlight. With one click, it pulls in key details like ARR, funding rounds, and team size. The ‘connect strength’ field gives you a sense of how recently or frequently a contact’s been engaged – helpful when prioritising leads. In our testing, enrichment was fast, reliable, and made contact profiles much more useful right out of the gate. We gave it a 10/10 for data enrichment.
Attio also includes smart AI features for automating workflows – from classifying records to summarising notes – and integrates with tools like Outreach to push leads directly into sequences.
It’s not as feature-rich as some older CRMs – there’s no lead scoring or territory management – and its integration library is still growing. But if your focus is outbound and you want a prospecting-focused CRM that’s fast and modern, Attio is one of the strongest options available.
Jump to product
For prospecting and lead enrichment:
Attio is a great fit for startups that prioritise prospecting and lead enrichment. It’s fast, flexible, and designed for teams that want to build high-quality contact lists without jumping between tools.
The Chrome Extension is a standout – it works across LinkedIn, X, Google Meet, and Gmail, letting you grab contact info and add it to Attio with one click. You can also use message templates directly in LinkedIn or Gmail, making it easy to personalise outreach at scale without sacrificing speed.
Attio’s data enrichment is another highlight. With one click, it pulls in key details like ARR, funding rounds, and team size. The ‘connect strength’ field gives you a sense of how recently or frequently a contact’s been engaged – helpful when prioritising leads. In our testing, enrichment was fast, reliable, and made contact profiles much more useful right out of the gate. We gave it a 10/10 for data enrichment.
Attio also includes smart AI features for automating workflows – from classifying records to summarising notes – and integrates with tools like Outreach to push leads directly into sequences.
It’s not as feature-rich as some older CRMs – there’s no lead scoring or territory management – and its integration library is still growing. But if your focus is outbound and you want a prospecting-focused CRM that’s fast and modern, Attio is one of the strongest options available.
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Attio
Stackfix Rating:
8.1 / 10
For larger startups needing sophisticated reporting and analytics:
Salesforce Sales Cloud
Stackfix Rating:
5.3 / 10
Salesforce Sales Cloud is a top choice for startups that expect to scale quickly and need advanced reporting and analytics from day one. Its reporting tools are among the best we’ve tested – detailed, customisable, and built to support data-driven decision-making at every level.
You can track individual and team performance, build custom dashboards, and drill into pipeline data with variables like stage, close date, and probability. The funnel viewer gives a clear view of where deals stand and what’s likely to close, helping with accurate forecasting and resource planning. Integration with Tableau adds even more firepower, with visualisation tools that make reporting more accessible and actionable.
Salesforce also brings AI into the mix with Agentforce, which can handle tasks like answering product questions or booking meetings – while also feeding valuable interaction data back into your analytics.
But Salesforce isn’t light. The interface is complex, especially for smaller teams. Simple tasks like updating pipeline stages or creating opportunities can feel overly technical, and mastering automation tools requires time and training. Expect to spend a few weeks learning the basics – and a few months to really get comfortable.
Still, for startups that prioritise scalability and advanced insights, Salesforce Sales Cloud is hard to beat. We rated it 10/10 for reporting – it’s built to grow with you, even if there’s a learning curve up front.
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For larger startups needing sophisticated reporting and analytics:
Salesforce Sales Cloud is a top choice for startups that expect to scale quickly and need advanced reporting and analytics from day one. Its reporting tools are among the best we’ve tested – detailed, customisable, and built to support data-driven decision-making at every level.
You can track individual and team performance, build custom dashboards, and drill into pipeline data with variables like stage, close date, and probability. The funnel viewer gives a clear view of where deals stand and what’s likely to close, helping with accurate forecasting and resource planning. Integration with Tableau adds even more firepower, with visualisation tools that make reporting more accessible and actionable.
Salesforce also brings AI into the mix with Agentforce, which can handle tasks like answering product questions or booking meetings – while also feeding valuable interaction data back into your analytics.
But Salesforce isn’t light. The interface is complex, especially for smaller teams. Simple tasks like updating pipeline stages or creating opportunities can feel overly technical, and mastering automation tools requires time and training. Expect to spend a few weeks learning the basics – and a few months to really get comfortable.
Still, for startups that prioritise scalability and advanced insights, Salesforce Sales Cloud is hard to beat. We rated it 10/10 for reporting – it’s built to grow with you, even if there’s a learning curve up front.
Jump to product
Salesforce Sales Cloud
Stackfix Rating:
5.3 / 10
For lead management:

Relate
Stackfix Rating:
7.1 / 10
For startups focused on outbound sales, Relate offers a clean, effective lead management system built around its dedicated ‘Prospect’ pipeline. It scored 9/10 in our testing for lead management, thanks to a customizable qualification flow (potential, working, nurturing, qualified) that feeds directly into your main sales pipeline – no manual handover required.
Lead capture is smooth too. The LinkedIn Chrome extension lets you add contacts in one click, and Clearbit enrichment fills in company data automatically. You can group leads into custom lists to keep things organized across segments or campaigns.
That said, there are real limitations for scaling teams. There’s no traditional lead scoring, very limited workflow automation (2/10), and email sequences are capped at 50 sends per day. Integration support is also minimal (1/10), which could be a blocker as your stack grows.
Relate works well for early-stage teams who want a fast, simple way to manage outbound leads without the bloat of heavier CRMs – but if you’re growing fast or need deeper automation, you may hit its limits.
Jump to product
For lead management:
For startups focused on outbound sales, Relate offers a clean, effective lead management system built around its dedicated ‘Prospect’ pipeline. It scored 9/10 in our testing for lead management, thanks to a customizable qualification flow (potential, working, nurturing, qualified) that feeds directly into your main sales pipeline – no manual handover required.
Lead capture is smooth too. The LinkedIn Chrome extension lets you add contacts in one click, and Clearbit enrichment fills in company data automatically. You can group leads into custom lists to keep things organized across segments or campaigns.
That said, there are real limitations for scaling teams. There’s no traditional lead scoring, very limited workflow automation (2/10), and email sequences are capped at 50 sends per day. Integration support is also minimal (1/10), which could be a blocker as your stack grows.
Relate works well for early-stage teams who want a fast, simple way to manage outbound leads without the bloat of heavier CRMs – but if you’re growing fast or need deeper automation, you may hit its limits.
Jump to product

Relate
Stackfix Rating:
7.1 / 10
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.
Stackfix Comparison
Best for managing a high volume of cold calls

Stackfix Rating:
6.9 / 10
Visit website
Starting at
$19
If your startup is focused on outbound sales – especially cold calling – Close is one of the best CRMs out there. It’s built specifically for sales teams who live on the phone, and it goes far beyond basic call logging. With built-in power dialers, predictive dialers, and call coaching tools, Close helps teams make more calls, have better conversations, and move faster.
In our testing, Close stood out for its native calling features. Reps can click to call directly from the browser, and every call is automatically logged, recorded, and transcribed. The power dialer queues up the next call as soon as the last one ends, while the predictive dialer dials multiple numbers at once and routes live answers to available reps – perfect for scaling call volume without burning time.
Managers can also jump into calls for live coaching or feedback, which is great for onboarding new reps or fine-tuning messaging. Transcriptions and call summaries cut down on manual note-taking and help keep CRM records clean and searchable.
Close does have some limitations. It’s not built for marketing automation or inbound lead capture – you’ll need integrations for email marketing or website tracking. But if your team is all about outbound and you want a CRM that makes cold calling smoother and more effective, Close is a top pick. We gave it a 10/10 for managing high-volume calling workflows.

Close contact page show details of one contact
Want to know more? Get a full breakdown of Close's features and pricing.
Pros
Quick to get started
Best-in-class calling functionality
Powerful automated sales sequences
Advanced lead management and filtering
Highly customizable system
Strong data export capabilities
Cons
Weak Marketing Capabilities
Limited Workflow Automation
Poor Integration Ecosystem
No Lead Scoring
Limited Email Analytics
Best for Automating personalized email sequences
Stackfix Rating:
5.8 / 10
Visit website
Starting at
$0
HubSpot Sales Hub is a great option for startups looking to automate personalised email sequences without sacrificing ease of use. Its ‘Sequences’ feature lets you build multi-step campaigns, track engagement rates for each email, and see which sequences actually convert into meetings. This makes it easy to test, optimise, and double down on what’s working.
Beyond sequences, HubSpot’s automation tools are surprisingly powerful. You can set triggers using custom events or third-party webhooks, automatically enrol contacts into email or WhatsApp sequences, and even split contacts randomly to A/B test workflows. It’s flexible enough to support everything from basic follow-ups to complex, cross-channel campaigns.
The built-in AI copilot is another win. You can use prompts to automate tasks like summarising company info or creating records – small time-savers that add up fast when your team is growing.
There are a couple of drawbacks. Most of these features are only available on HubSpot’s higher-tier plans, which might be a stretch for early-stage startups. And while the interface is polished, it can feel overwhelming at first. You’ll need to invest some time to get the most out of it.
That said, if you’re serious about automating outbound at scale and want a CRM that does more than just store contact info, HubSpot Sales Hub is a smart, scalable choice. We gave it a 9/10 for email sequence automation.

HubSpot Contact page showing the profile of one contact and activities history
Want to know more? Get a full breakdown of HubSpot Sales Hub's features and pricing.
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
Best for prospecting and lead enrichment
Stackfix Rating:
8.1 / 10
Visit website
Starting at
$0
Attio is a great fit for startups that prioritise prospecting and lead enrichment. It’s fast, flexible, and designed for teams that want to build high-quality contact lists without jumping between tools.
The Chrome Extension is a standout – it works across LinkedIn, X, Google Meet, and Gmail, letting you grab contact info and add it to Attio with one click. You can also use message templates directly in LinkedIn or Gmail, making it easy to personalise outreach at scale without sacrificing speed.
Attio’s data enrichment is another highlight. With one click, it pulls in key details like ARR, funding rounds, and team size. The ‘connect strength’ field gives you a sense of how recently or frequently a contact’s been engaged – helpful when prioritising leads. In our testing, enrichment was fast, reliable, and made contact profiles much more useful right out of the gate. We gave it a 10/10 for data enrichment.
Attio also includes smart AI features for automating workflows – from classifying records to summarising notes – and integrates with tools like Outreach to push leads directly into sequences.
It’s not as feature-rich as some older CRMs – there’s no lead scoring or territory management – and its integration library is still growing. But if your focus is outbound and you want a prospecting-focused CRM that’s fast and modern, Attio is one of the strongest options available.
Want to know more? Get a full breakdown of Attio's features and pricing.
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
Best for larger startups needing sophisticated reporting and analytics
Stackfix Rating:
5.3 / 10
Visit website
Starting at
$25
Salesforce Sales Cloud is a top choice for startups that expect to scale quickly and need advanced reporting and analytics from day one. Its reporting tools are among the best we’ve tested – detailed, customisable, and built to support data-driven decision-making at every level.
You can track individual and team performance, build custom dashboards, and drill into pipeline data with variables like stage, close date, and probability. The funnel viewer gives a clear view of where deals stand and what’s likely to close, helping with accurate forecasting and resource planning. Integration with Tableau adds even more firepower, with visualisation tools that make reporting more accessible and actionable.
Salesforce also brings AI into the mix with Agentforce, which can handle tasks like answering product questions or booking meetings – while also feeding valuable interaction data back into your analytics.
But Salesforce isn’t light. The interface is complex, especially for smaller teams. Simple tasks like updating pipeline stages or creating opportunities can feel overly technical, and mastering automation tools requires time and training. Expect to spend a few weeks learning the basics – and a few months to really get comfortable.
Still, for startups that prioritise scalability and advanced insights, Salesforce Sales Cloud is hard to beat. We rated it 10/10 for reporting – it’s built to grow with you, even if there’s a learning curve up front.

Salesforce contact list showing table view of contacts
Want to know more? Get a full breakdown of Salesforce Sales Cloud's features and pricing.
Pros
Best-in-class workflow automation
Superior reporting and analytics
Powerful lead management system
Extensive customization capabilities
Comprehensive integration ecosystem
Cons
High Costs and Expensive Add-Ons
Poor Email Sequence Implementation
Steepest Learning Curve
Dated and Cluttered Interface
Cumbersome Pipeline Management
Best for lead management

Stackfix Rating:
7.1 / 10
Visit website
Starting at
$0
For startups focused on outbound sales, Relate offers a clean, effective lead management system built around its dedicated ‘Prospect’ pipeline. It scored 9/10 in our testing for lead management, thanks to a customizable qualification flow (potential, working, nurturing, qualified) that feeds directly into your main sales pipeline – no manual handover required.
Lead capture is smooth too. The LinkedIn Chrome extension lets you add contacts in one click, and Clearbit enrichment fills in company data automatically. You can group leads into custom lists to keep things organized across segments or campaigns.
That said, there are real limitations for scaling teams. There’s no traditional lead scoring, very limited workflow automation (2/10), and email sequences are capped at 50 sends per day. Integration support is also minimal (1/10), which could be a blocker as your stack grows.
Relate works well for early-stage teams who want a fast, simple way to manage outbound leads without the bloat of heavier CRMs – but if you’re growing fast or need deeper automation, you may hit its limits.
Want to know more? Get a full breakdown of Relate's features and pricing.
Pros
Powerful and intuitive pipeline automation
Excellent lead management for B2B sales
Exceptional ease of use for B2B startups
Responsive customer support
Efficient contact enrichment and LinkedIn integration
Cons
Severely Limited Integration Capabilities
Primitive Workflow Automation
Restrictive Email Sequencing Limits
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:
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.
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.
- 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.
- 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.
- 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?
- 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.
- 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.
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.
- 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.
- 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.
- 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.
- 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.
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.
Compare other CRMs
View our comparisons of other CRM