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32 Comments

Which CRM do you use and why ?

Hey IH,

I'm looking to adopt a new CRM solution. I know there's many out there, and many of those solutions are complex and pricey.

As a bootstrapped startup I'm looking for a simple solution and would love your suggestions !

Which CRM do you use and why ?

posted to Icon for group Growth
Growth
on May 13, 2020
  1. 4

    Hey, @Sheepp - Monica is free if you run it yourself: https://www.monicahq.com/

    And search for "CRM" in this page - there are a few open-source options: https://github.com/awesome-selfhosted/awesome-selfhosted

    1. 2

      Hey thanks @marclar, monica seems a bit too light as there's no features related to sales or even lead status.

      However I found some really interesting CRM on your github repo like SuiteCRM, I'm currently looking at them

      1. 1

        Nice - hope you can find something good.

        Now that I look closer, Monica is for "personal CRM".

  2. 2

    We use Hubspot. For context, we are early stage with a fairly large customer/prospect pipeline. There are some fairly easy ways to get it at a substantial discount. Email me for details.

    1. 1

      Interested, will send an email your way

  3. 2

    That complex is HubSpot. I don't like using HunSpot but it has free account and Segment integration so we just roll on with this

  4. 1

    Try Tapdesk CRM (https://Tapdesk.io). We are fairly new and being used by startups and small businesses. Tapdesk is designed to be the one hub you need to run sales, campaigns, find prospects, and stay organized.
    Disclaimer: I'm the co-founder.

  5. 1

    I already used Hubspot and now im using Bitrix24 for 6 months, both the free version.
    In my opinion, both are ver good tools but i do preffer Bitrix24 because of all the integrations and all the functionalities.

    1. 1

      Thanks for your comment !

  6. 1

    We're using Pipedrive as CRM. Not only for managing contacts and handling the sales process. Some tweaking allowed us to track payment statuses as well.

    What I really enjoy is the kanban like board view. It's instant feedback on your current sales state.

    1. 1

      Thanks for your comment, checked it out

  7. 1

    Having evaluated most of the CRM SaaS available , we have Settled down with Citrix Podio which I believe by far the best. It’s completely flexible and programmable to suit your ever changing needs. Using Citrix Podio for 7 years now. No complaints.

    Also once you are with any CRM you cannot actually switch over.

    Thanks
    Ray

  8. 1

    monday.com and can't recommend it enough.
    Not the cheapest but manageable even for smallish teams.
    CRM, project management plus much more. Company wide solution.
    Trello level simplicity with SQL level complexity that can even be setup by non-devs.

  9. 1

    Surprised no one has mentioned Customer.io. Get in on segments startup plan and you get it for free for a year. Fantastic customer management and email automation tooling.

  10. 1

    Because of cost and the fact we do not have many beta users right now we are using Notion. I've heard good things about HubSpot though. And in the past when I've worked on my own I've used Excel but I missed the ability to add SQL-type queries to this approach.

  11. 1

    Big fan of Hubspot CRM (free plan). UI/UX is outstanding and it works wonderfully well to track our pipeline. Mind you, we could do our entire tracking in a spreadsheet, so we're not exactly intense power users. My 2 cents!

    1. 1

      Thanks for your 2 cents ;)

  12. 1

    Hey, I am a business developer so I use my CRM a lot, and I love Husbpot. You can automate plenty of things, and it is pretty user friendly.

  13. 1

    I'm a huge fan of StreakCRM and have been using it for > 5 years. If you're a Google shop, I highly recommend it as it's completely baked into Gmail.

    https://www.streak.com/

    1. 2

      Also a big fan of streak! Use it mainly for email and deal tracking

    2. 1

      Thanks but I don't want to use gmail

  14. 1

    I have worked with Salesforce and Hubspot and I found Salesforce a true pain to use and really liked Hubspot. It also has (I believe) basic ticketing and if you ever need Inbound Marketing, its best in class. If you are on G Suite, there is also Copper.com which is neatly integrated, albeit, I have not used it.

  15. 1

    If you like something simple, check out close.com (used to be close.io). Dead simple and reasonably priced. We also use hubspot for my company but I don't see the value for what we are paying. We moved away from close io to hubspot and even though hubspot has lot more features, it hasn't been quite useful to my company yet (we are partially to blame) since you really need to know how to use a tool like hubspot and have proper team members to manage it.

  16. 1

    I was a Hubspot. They got me hooked with the 90% startup discount back in 2016, as the company grew we, of course, had to have all the bells and whistles and I felt we were paying too much for it, but it was a CRM that our entire team had adopted. (I had been at previous companies where no one actually used the CRM, and I loved the entire team got around Hubspot and actually used it.)

    That being said, I've more recently come to learn about Zoho, and am on month 2, loving it so far.

    1. 1

      Looks like they baited you in. I love the UI/UX of HubSpot but they're expensive when you scale.

    2. 1

      Thanks for the feedback. That's what I was afraid of with Hubspot, hubspot free looks okay but scaling with them looks really costly. thanks for the confirmation !

  17. 1

    Come check out trypigeon.co - simple Airtable-like CRM built inside Gmail :)

    1. 2

      Thanks but I don't use GMail :)

  18. 2

    This comment was deleted 4 years ago.

    1. 1

      This comment was deleted 4 years ago.

      1. 1

        Thanks for your recommendation !

  19. 1

    This comment was deleted 5 years ago.

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