Find the Best CRM For You (+ CRM Comparison Spreadsheet)
Mariam Ispiryan• May 31, 2022 • 15 min read
|Best for||Biggest advantage||Biggest drawback||Free plan?||Pricing starts at|
|Softr||Ease of use||Intuitive to set up a CRM in just a couple hours, no coding or technical expertise required||Currently only integrates with Airtable databases, but integrations with Excel and Google Sheets are on their way||Yes||$29/month for 1 collaborator|
|Hubspot||Small businesses||A basic free forever plan that’s ideal for SMBs||One of the most expensive platforms for large businesses||Yes||$50/month for 2 admins|
|Pipedrive||Sales tracking||Unique visual approach to pipeline management||Their other features aren’t as competitive as sales tracking||No||€19.90/user/month|
|Salesforce||Enterprise||Highly customizable, well-known & tons of different CRM-specific features||Expensive and has a steep learning curve||No||$25/user/month|
|ActiveCampaign||Automation||Ideal if you want to set up sales automations and/or want great email marketing features within your CRM||You need to buy one of their more expensive plans to use their CRM features||No||$70/month for 25 users|
|Onesheet||Budget||Great entry point for those not yet ready for a fully-fledged CRM||Would become quickly unsustainable as your business grows||Yes||No payment necessary|
Frequently asked questions about CRMs
A CRM is better than an Excel spreadsheet because it’s more robust. Excel spreadsheets can certainly be used to create CRMs but they offer basic capabilities, require a lot of manual work, and are not ideal long-term solutions. A good CRM system lets users keep track of all their sales and customer activities in one, easy-to-navigate space.
You can use Google Sheets to build a CRM, but it’s not the most effective way to do so. The result will be pretty basic and difficult to maintain as your business grows. If you want to use a spreadsheet to build your CRM, we’d recommend combining Airtable and Softr, for a thorough yet easy-to-use result.
To create a CRM sheet, first determine which spreadsheet-database tool you’d like to use. There are lots of different options out there, but some of the most popular include Airtable, Excel, and Google Sheets. Once you’ve signed up for an account on your platform of choice, you can start filling in your customer data and begin building your sheet.
Having a CRM offers companies lots of different benefits, including: - Better lead nurturing, resulting in increased sales - Great-quality customer care and experience - More productive overall work habits and improved organization - Less manual work on repetitive administrative tasks - Improved customer loyalty and retention - More detailed sales reports and forecasting - Better customer records and internal communication