Ease of use
Look for a clean interface and an intuitive user experience. If your reps can hit the ground running in hours (rather than weeks), that’s a clinching indicator of “simple.” For best results, pick three to four of the best CRM for startups and sign up for a trial. Understand your salespeople’s opinion of all these solutions and go with the one they like most.
Read up on the pricing plans of the CRM for startups you’ve singled out, and see how they stack up against your budget. Keenly lookout for hidden charges. Some common ones are add-ons, implementation, integrations, or support. What you see on the pricing page should be exactly what you pay for (and get).
Start with studying exactly what different CRM solutions offer in their “startup” plan. Does it seriously lack features? Cross it out and move on. Does the CRM for startups seem like the right fit for your company after you match them with your use-cases? Great, so this is the right fit.
In the fast-paced environment of a startup, your salespeople may not always be able to handle a lot of manual tasks such as daily activities, sales prospecting, call logging, and more. So, look for the CRM for startups that can take care of these and more routine tasks through automation so that your salespeople can be more productive and focus solely on selling.
Your business may be small right now, but it won’t remain the same forever. When your business grows, you’ll have more salespeople, leads, and contacts, and you will need more features to accommodate this. It’ll work if your CRM’s next best plan is wallet-friendly as well. If it’s not, you’ll have to switch to another solution. So, look for the CRM for startups that scales with you as you grow.
Imagine choosing a CRM for startups only to find out that the company offers support to higher paying customers. It’s exhausting and a waste of time and resources if you have to wait for hours to connect with somebody who can help you out. It’s crucial that you choose a vendor that provides you with quality and free support regardless of the plan you choose.