Hello, I am looking for any recommendations for sales CRM platforms. We are a small series A ai company onboarding our first true CRM, so good function plus cost effective is the goal. Any recommendations are appreciated, thanks in advance
Excel
The real question is: do you actually need a CRM?
Yes, we have been operating without for some time now and we are to the point where we need to implement
Then you should know what your biggest pain points are and pick the right solution based on those needs.
Why not Salesforce? Industry standard for a reason.
I would stay away from it for as long as possible.
Cost
For omnichannel comms braze is the standard, Few decent alternatives webengage, customer.io
Hubspot crm is good/simple for SMBs. Once you become big...not so good.
Thank you!