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October 8, 2024
Ron Tuch
As your business grows, startup founders often find themselves involved in every aspect of the business, from finance to sales to product development. While it's unavoidable to have a hand in each area - at least in the early days - the operational demands can start to chip away at time spent developing strategy and building relationships. Whether you're pre-seed, early-stage, or venture-funded, a CRM will improve the way you operate.
CRM software makes collecting customer information, nurturing relationships, and analyzing sales data more straightforward.
A CRM system for startups is a tool you can use to manage interactions with potential and existing customers. A customizable CRM will also allow you to track your progress for fundraising and other processes as you scale your startup.
This all-in-one software centralizes all aspects of customer management, including customer segmentation, sales processes and automation, campaign/project management, analyzing your sales team's performance, and more. But is it really necessary?
Customer relationship management is critical for any business, but startups often face challenges like disorganized customer data, limited resources, and inconsistent follow-up processes.
These hurdles can make rapid growth unsustainable, especially as the amount of data grows and customer needs evolve. Managing sales and operations efficiently becomes more complex as a startup scales.
This is where CRM software built for startups makes all the difference.
A strong CRM can transform your entire sales pipeline, but what key features should the best CRM for startups offer?
Remove repetitive tasks and transform your entire sales process with a CRM for startups. Automating these repetitive tasks makes your team more effective and efficient, ensuring that everyone follows predefined workflows.
For example, Streak provides various ways to create CRM automations and integrate with 9,000+ apps and automate your workflow end-to-end.
Among Streak customers, some of the most popular automations include:
Customer data moves seamlessly through the sales pipeline with the help of CRM automations and integrations. A good CRM allows your sales team to automatically access and update customer data, share information at every stage of the sales cycle, and easily scale these processes as your business grows.
As a startup founder, even after hiring team leads, you still need visibility into what each team is doing.
A good CRM provides that transparency by offering insights into key performance metrics across your organization. It allows you to see exactly what each sales rep or team member is working on, as they log their emails, conversations, and updates directly into the system.
This visibility ensures you stay informed about progress and challenges without micromanaging, so you can focus on the bigger picture while still keeping a pulse on day-to-day operations.
A CRM allows your team to track data about each lead and customer, and easily access the information when needed. Having accurate, up-to-date data at your fingertips ensures your team can make informed decisions and take the right actions at the right time.
But selecting the right CRM isn't just about features—half the battle is whether or not your team will actually use it.
To make sure your reps are consistently logging emails, conversations, and updates:
The right CRM will support your startup's entire sales process. It empowers your sales team to improve and scale processes and conversion rates with customer insights.
Core CRM features for sales teams include:
But a truly great CRM for startups goes beyond sales support. It boosts productivity across the board by simplifying customer service, strengthening customer relationships, automating marketing tasks, increasing access to analytics and reporting, and improving overall business operations.
Startups need to streamline customer interactions, automate marketing and email campaigns, and make analytics easily accessible. The right CRM can help minimize repetitive sales tasks and improve your sales team's effectiveness.
Here are some of the best CRM systems for startups:
Streak CRM is the only CRM that integrates directly into Gmail, allowing startups to manage their entire sales pipeline from their Gmail inbox. Its fully customizable pipelines, email tracking, and seamless workflow make it ideal for teams already using Google Workspace. Streak simplifies lead tracking and automates tasks without the need for external tools.
Streak an ideal CRM choice for startups looking to streamline operations without adding complexity. However, its Gmail-only focus isn't compatible with teams using Outlook or other email tools.
Zoho CRM software is a full-featured unified cloud software designed to help businesses connect departments and increase organizational efficiency. It offers everything you might expect from a CRM for startups, including pipeline and contact management, lead generation tools, workflow automation, robust reporting and analytics, and other key CRM features.
Zoho CRM includes a unified inbox with impressive capabilities, such as centralized communication by telephone, email, live chat, and social platforms. Users can also use Canvas design studio through the Zoho CRM, which allows them to use an intuitive drag-and-drop editor to design their CRM interface based on their needs and preferences.
HubSpot CRM is a popular choice for startups thanks to its free plan, offering tools for managing contacts, deals, and tasks. It’s a great option for small teams just starting to streamline their sales and marketing processes without committing to a paid plan. However, while HubSpot’s free CRM provides enough to get started, it does come with limitations that growing businesses should be aware of.
The free plan lacks key features included in the paid versions, like marketing and sales automation. Customization is also restricted, with limited options for tailoring fields and reports to fit your unique needs. Additionally, the free version caps storage space at 1GB and doesn’t allow for advanced contact segmentation or custom reporting, making it harder to scale efficiently as your contact list grows.
For startups looking for an introductory CRM, HubSpot’s free plan is a solid starting point. But as your business expands, you may find these limitations pushing you toward a paid plan that adds up quickly.
Salesforce has been widely adopted as an excellent CRM for startups. Sales teams typically have the most experience with this platform, as it makes onboarding new sales reps more straightforward as your startup grows.
The full version of Salesforce can be pretty expensive. However, Salesforce Starter is the more affordable option, perfect for startup sales teams working on a lean budget.
Salesforce Starter helps startups organize customer data, track sales, and support customers with a centralized dashboard. Integrations with other tools like Zapier, DocuSign, and ActiveCampaign make this a robust sales CRM for startups.
Pipedrive is a highly focused CRM designed with sales teams in mind, making it a great option for startups that need a straightforward, intuitive platform to manage their sales pipeline.
This data-driven sales-focused CRM offers visualization for the entire sales process, which makes it valuable for scaling sales teams.
Pipedrive also offers automation features that reduce manual work, helping teams stay organized and efficient as they grow.
Monday.com is a flexible work management platform that has grown into a viable CRM option for startups. Its visual interface and easy-to-use templates make it simple for teams to customize workflows, track sales pipelines, and manage customer relationships. Monday.com shines in its ability to offer complete transparency across projects, allowing teams to collaborate seamlessly while automating repetitive tasks.
However, while Monday.com offers a wide range of features, some startups may find it more suited for project management than as a full-fledged CRM. It lacks some advanced CRM-specific tools like in-depth contact segmentation and may require additional integrations for more complex sales processes. Despite this, Monday.com is a good option for startups that value customization and need a platform that can grow with them.
Keap (formerly Infusionsoft) is a great option for startups looking to automate sales, marketing, and customer management. Its standout feature is powerful marketing automation, which helps streamline lead nurturing and follow-ups. With built-in email marketing and payment integrations, Keap simplifies key business processes.
However, its pricing may be a challenge for startups on a budget, and some users might find its customization options limited. Despite these, Keap is ideal for startups focused on automation and customer engagement
It's important to choose CRM software that meets your current needs without overwhelming your team, and has the potential to grow with your business.
The most common features needed in a CRM for startups include:
Without contact management, your CRM would be little more than a glorified notebook.
Effective contact management allows you to effortlessly store, retrieve, and manage customer details. This ensures that important interactions or information never slip through the cracks.
Automations that free up your team's time are always great for optimization.
CRMs that automate sales and marketing tasks allow teams to do more with their time. Keep your team focusing more time on the tasks that push the needle, and let your CRM handle the rest.
Your CRM should automatically gather data from customers. Then, your team can use that data to enhance marketing efforts by focusing the right messages on the right target market.
Your marketing can become more efficient, and the resulting ROI increase makes this a must-have feature.
Keeping everyone connected on projects streamlines communication and increases efficiency.
Without project management tools, there's little chance that everything will get done within a specific time frame. You'll ensure your team always meets deadlines and expectations and uses data to encourage realistic expectations on your end.
Email personalization with accurate customer data allows you to speak directly to your target audience with each campaign.
Email marketing tools within your CRM encourage seamless campaign creation, execution, and analysis. Personalize email interactions at scale, measure campaign efficacy, and gain valuable insights into customer preferences and behaviors you might not find otherwise.
As you analyze CRM software for your startup, consider the qualities that'll affect your team's daily operations and your business's long-term success. These are some factors to consider:
Evaluate these aspects with your startup's needs in mind to ensure you find a scaleable CRM solution that meets your current needs and grows with your business.
Streak’s seamless integration with Gmail makes it easy for startups to manage leads, contacts, and workflows directly from their inbox. Its customizable pipelines and automation tools help streamline sales and customer management, making it ideal for teams already using Google Workspace.
If your startup needs a CRM that’s simple, scalable, and built to fit into your existing tools, Streak is a strong option worth exploring.
Get started by requesting a free trial today!
Yes, startups that use a CRM system early on find it helpful for managing customer interactions, streamlining processes with automation, and improving data organization. This helps businesses establish long-term customer relationships as they improve sales efficiency.
Choosing the best CRM involves understanding your startup's needs and challenges and the roles a CRM will play in each. Consider how the CRM will scale with your business, how easy it is to use, integration capabilities, and other features that will help your startup achieve its short—and long-term goals.
The cost to run a CRM varies depending on provider, system complexity, and team size. Our CRM starts at $49 per user per month and includes our powerful mail merge tool for up to 1500 contacts and shared pipelines.
A CRM can be helpful for B2B startups because it helps manage long sales cycles and data. You can better track client interactions, maintain client profiles, and target your marketing efforts, all contributing to success as a B2B startup.
Websites are excellent for attracting leads and getting information. However, a CRM is still necessary for managing and nurturing these leads after they come through. Unlike your website, the data your CRM will store allows you to personalize communication, track sales progress, automate workflows, and organize data.
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