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Best CRM for Startups Focused on Outbound Sales 2025

Written by Paddy Stobbs

Co-Founder & CEO

Edited by Steph Leung

Product & Operations Lead

Updated onApr 2, 2025

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 CRMs for different use cases

For managing a high volume of cold calls:

Close product logo

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.

Jump to product

For Automating personalized email sequences:

HubSpot Sales Hub product logo

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.

Jump to product

For prospecting and lead enrichment:

Attio product logo

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 larger startups needing sophisticated reporting and analytics:

Salesforce Sales Cloud product logo

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.

Jump to product

For lead management:

Relate product logo

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

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.

Close logo

Close

HubSpot Sales Hub logo

HubSpot Sales Hub

Attio logo

Attio

Salesforce Sales Cloud logo

Salesforce Sales Cloud

Relate logo

Relate

Our rating
Functionality
8

Functionality

8/10

<p>Close offers most of the functionality that SMB sales team will need. Besides allowing you to manage contacts, leads and your sales pipeline, Close also allows you to create automated sales sequences (email, calls, SMS), and best-in-class call functionality.</p><p>However, it lacks some advanced features such as automated lead scoring, and being able to directly add contacts from LinkedIn.</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>
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>
10

Functionality

10/10

<p>Salesforce is one of the most powerful CRMs on the market. Its core functionality will be more than sufficient for most companies, and it also offers advanced capabilities that should satisfy even the most complex enterprises.</p>
6

Functionality

6/10

<p>Relate delivers the core functionality early-stage B2B startups need. It excels in prospecting, sales pipeline management, data enrichment, sequencing, LinkedIn contact imports, and customizable reporting.</p><p>However, it’s missing several features that larger teams rely on, such as workflow automation and robust third-party integrations.</p>
Ease of Use
7

Ease of Use

7/10

<p>Close is designed for power users, so you need to know what you're doing. Setting up filters to target the right leads can feel overwhelming due to the extensive options, and there are no templates for automation workflows. Once familiar, Close becomes user-friendly with standout features like smart views, which keep targeted lists accessible via one-click. You can easily create workflows, edit deal cards without extra clicks, and get AI summaries of all contact activity, which will all save a lot of time for sales reps.</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>
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>
1

Ease of Use

1/10

<p>Salesforce has the steepest learning curve and most complex user experience out of all CRM experiences. Built for large sales teams, everything (e.g. editing pipeline stages, adding an opportunity) takes longer to get done. There are foreign terms for technically proficient, power users everywhere, especially in the automations modules. Be prepared to invest weeks to learn the basic operations, and months to master the advanced features.</p>
9

Ease of Use

9/10

<p>If you’re an early-stage B2B startup, you’ll likely find Relate intuitive and closely aligned with how your processes already work. Getting up to speed is quick and straightforward.</p><p>However, if you’re familiar with traditional CRMs, you might experience a learning curve. Relate introduces some unique concepts, like connecting pipelines through “processes,” which may take a little time to adjust to.</p>
Look and feel
6

Look and feel

6/10

<p>We find Close visually acceptable, though the lack of colour-coding and labelling of icons can make it a bit plain at times. Page loads are acceptable (~2 seconds per page).</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>
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>
4

Look and feel

4/10

<p>Even with the latest Salesforce Lightning, the user interface still feels cluttered and dated compared to newer CRMs out there—it’s definitely not a joy to use.</p>
8

Look and feel

8/10

<p>Relate’s modern, minimalist design will appeal to tech startups, but it might come across as too plain for others. That said, the platform shines with its blazingly fast page loads—easily some of the fastest we’ve seen, which offers a seamless user experience.</p>
Customisability
8

Customisability

8/10

<p>Close offers significant customization for fields, workflows, and pipeline stages. You can create custom data objects to track items beyond people and companies, such as partnerships. It also supports extremely granular custom filters to target contacts and leads. However, Close is squarely a CRM for sales teams, and we don't think you can adapt Close to other use cases.</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>
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>
10

Customisability

10/10

<p>With Salesforce's Apex programming language, you can customise almost anything you can think of - from user interface, sales workflows to how Salesforce integrates with other software.</p>
6

Customisability

6/10

<p>Relate offers strong customizability for early-stage B2B startups. You can tailor pipelines and reporting to match your workflows. However, it’s not as flexible as more general-purpose CRMs (like Folk and Attio). The platform is firmly sales-focused, with pipelines designed exclusively for tracking deals and reporting geared entirely toward sales metrics.</p>
Ease of Setup
6

Ease of Setup

6/10

<p>Close offers a free trial without need to speak to sales. Completing basic setup is simple, taking around 10 minutes to import contacts and set up pipelines. However, fully setting up the platform and upskilling your reps can take up to a week, given Close's powerful and rich outbound functionality.</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>
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>
1

Ease of Setup

1/10

<p>Salesforce offers a self-serve free trial, but as an enterprise-focused platform, the initial setup is a lot more involved. Even the simplest configurations can take over 20 minutes, with basic tasks, like customizing pipeline stages, requiring more steps compared to other CRMs. Fully customizing and implementing Salesforce can take several months, and many teams end up hiring dedicated consultants or technical experts (at significant expense) to handle setup and data migration.</p>
8

Ease of Setup

8/10

<p>Relate offers a self-serve free trial. Thanks to Relate's familiar spreadsheet-like layout, we found the initial setup to be extremely simple (taking &lt;10 mins). The only nit is that unlike other modern CRMs (e.g. Attio, Folk), connecting your email doesn't sync your contacts automatically. For B2B sales team, Relate's thoughtful set up out-of-the-box means it's easy to fully customise the platform, and should be largely done within 1-2 business days.</p>
Customer Support
7

Customer Support

7/10

<p>You can only contact Close's support team via email, however the team is often helpful and replies within 15 minutes. Close also offers a lot of helpful onboarding guidance and high quality self-help resources.</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>
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>
4

Customer Support

4/10

<p>Salesforce offers personalized Q&amp;A through live chat, but it’s only available during business hours and often feels sales-y. We wish the coverage was greater and they held off on the upsell!</p>
8

Customer Support

8/10

<p>Relate provides in-app live chat support during US business hours with a friendly team that usually responds in around an hour. The help center is another strong point—it's well-written, thorough, and easy to follow.</p>
Integratability
5

Integratability

5/10

<p>Close's library of pre-built integrations lacks a few key integrations. For example, Close has no pre-built integrations with Zendesk and Intercom for Customer Support, or Mailchimp for Email Marketing.</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>
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>
10

Integratability

10/10

<p>Salesforce has the most extensive integration ecosystem of any CRM. It offers pre-built integrations with nearly all the key third-party tools and provides a robust API for building custom integrations.</p>
1

Integratability

1/10

<p>Integrations are a major weak spot for Relate. It only connects with Google Calendar, Outlook, and Slack, and basically pushes you to build you own integrations entirely through Zapier. There’s no API for custom integrations.</p>
Ease of Migration
8

Ease of Migration

8/10

<p>Close allows users to export key data via self-serve. Export of most other data is 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>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>
10

Ease of Migration

10/10

<p>Salesforce allows users to export most data via self-serve or via an API. Exports of key data to relevant 3rd party vendors are also available via pre-built integrations.</p>
6

Ease of Migration

6/10

<p>Relate allows you to export key contact, organization, and deal information through its reporting module. The process is self-serve, but limited to basic data.</p>

Best for managing a high volume of cold calls

Close product logo
Close

Stackfix Rating:

6.9 / 10

Visit website

Starting at

$19

Calculate your price
Updated onApr 2, 2025

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.

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

HubSpot Sales Hub product logo
HubSpot Sales Hub

Stackfix Rating:

5.8 / 10

Visit website

Updated onApr 2, 2025

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.

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

Attio product logo
Attio

Stackfix Rating:

8.1 / 10

Visit website

Updated onApr 2, 2025

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

Salesforce Sales Cloud product logo
Salesforce Sales Cloud

Stackfix Rating:

5.3 / 10

Visit website

Starting at

$25

Calculate your price
Updated onApr 2, 2025

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.

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

Relate product logo
Relate

Stackfix Rating:

7.1 / 10

Visit website

Updated onApr 2, 2025

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:

  • 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.