There’s little question that most, if not all, businesses and organizations could benefit from some type of CRM system. There are so many benefits to CRM that the question is no longer “do I need CRM,” but “which CRM is right for me?”
For obvious reasons, we spend a lot of time covering enterprise CRM vendors–but what if you don’t want or need enterprise-class CRM?
Fortunately, these days it seems as if there are as many different types of CRM out there as there are different types of businesses. Whether you’re a startup, a non-profit, or an established small business, there are CRM vendors that specifically cater to you.
Here, we’ll cover some of the lesser-known (but certainly not lesser) CRM vendors on the market.
CRM For Small And Mid-Size Organizations
Located in the UK, Workbooks is a Software as a Service (SaaS) CRM vendor specifically marketed toward small- and mid-sized organizations. They’ve been around since 2007, and provide services to a wide variety of industries, including:
Workbooks offers three pricing plans, with slightly different feature sets in each plan. Their two-user plan is free, but has limited support, platform, and add-on features. At £19($32) per user, per month, their basic CRM limits order management and invoicing options. Workbooks Business includes all features, and is priced at £39($66) per user, per month.
Based in Santa Monica, California, Nimble is the brainchild of Goldmine founder, John Ferrara. Founded in 2009, Nimble is geared toward small businesses, and combines the power of social media with the features of a high-end CRM system. Nimble unifies contacts from multiple channels, allowing you to engage them from a single interface. With Nimble, you can manage contacts from:
- Digital Address Books
Nimble is free for personal users, with some limitations. For business users, they have a single pricing plan of $15 per month for each user. Nimble is web-based, and includes 5GB of storage space for each business user.
Originally named Pipejump, Base CRM was founded in 2009. Based out of Chicago, Illinois, it’s a web-based system focused on mobile users. While not technically an enterprise CRM vendor, Base is marketed to everyone from small businesses to large enterprises. Base was the first fully native CRM app available on Android, and is also available for iOS and Windows Phones.
Base CRM is offered in three pricing tiers, including: Starter at $15, Professional at $45, and Enterprise at $125 per user, per month.
Offered since 2006, PipelineDeals CRM is based out of Wayne, Pennsylvania with an office in Seattle, Washington. Focused on small- to mid-sized businesses, PipelineDeals was built and founded by former sales reps. As such, it’s no surprise that it’s focused on helping salespeople manage their pipelines.
PipelineDeals has only one pricing plan, and $24 per month per user gets you their full suite of services. They also offer a pay-as-you-go plan, and you can add or drop users at any time.
Founded in 2009, Insightly is a web-based CRM system specifically marketed for small businesses. As a former IBM consultant, Anthony Smith moved to San Francisco in 2009 and founded Insightly with the original purpose of creating a CRM system with better email integration. Since then, the list of integrations has grown to include:
- Google Apps
- Office 365
Insightly is offered in three pricing tiers: Gratis, Standard $7 a month per user, and Enterprise, which requires a call to their sales department for pricing. The Gratis plan really is free and fully featured, though there are some limits on storage space, custom fields, and the like.
First released in 2005, CiviCRM is a web-based Constituent Relationship Management service intended for non-profits, advocacy groups, and other civic organizations. It’s open source, highly customizable, and has a robust set of features designed for the particular needs of not-for-profit organizations.
CiviCRM is free, and distributed under the GNU Affero General Public License 3. The software is localized in over 20 languages, including English, French, German, and Chinese.
Based in San Mateo, California, ProsperWorks is designed to be small and responsive, making it ideal for small businesses that don’t need the complexity of enterprise CRM. Founded in 2011, ProsperWorks seamlessly integrates with Google Apps. For small businesses, or mobile-heavy users, this integration can be very beneficial. ProsperWorks CRM integrates with the following Google applications:
Currently in private beta, ProsperWorks is only available by invitation. If you’re a small business that needs tight integration with Google Apps, it may be worth your time to request an invite.
The Right Size CRM
Not every business is an enterprise. As such, not every business needs an enterprise-level solution. For smaller businesses, non-profits on a tight budget, or primarily mobile users, these lesser known CRM vendors offer a variety of systems that may fit your needs.