The price on monday’s pricing card is per seat, but monday doesn’t sell you one seat at a time. You buy a bundle of seats, then pick the plan that holds the feature you came for. Those two choices decide the bill far more than the sticker does. monday CRM costs $12, $17 or $28 … Read more
HubSpot Starter is $20 a seat and Salesforce Starter Suite is $25, so the choice looks close. It isn’t, because neither cheap plan gives a small team a sales forecast. That sits one step up on both, and each vendor charges something different on top of the seat when you get there. HubSpot is cheaper … Read more
A buyer signed your NDA three weeks ago, got the CIM and has not heard from you since. Meanwhile the seller wants an update on Friday. Every listing has a seller side and a buyer side, and most CRMs only show you one of them. This list covers broker platforms and Fluid CRM, with what … Read more
Put any small-team CRM through the standard ROI formula and you get several hundred percent or more. The math is right, but the subscription is so small next to one B2B deal that the number tells you almost nothing. What matters is how many deals the CRM must save to pay for itself, and whether … Read more
Lightfield promises a CRM you never have to type into. Every email, meeting and Slack thread turns into CRM data on its own, and agents draft the follow-up for you. The promise holds up, so this review covers what it costs and which teams it fits. Lightfield CRM fills itself in from your email, calendar … Read more
Your CPA firm already owns software for doing the work. What it usually lacks is a place for the work it hasn’t won yet, and tax season is when those prospects get dropped. Fluid CRM and six other tools below are sorted by the job each one does. The best CRM for CPA firms is … Read more
Most CRM lists for manufacturers open with ERP integration. A small manufacturer or distributor usually loses money somewhere simpler, in quotes nobody chased and dealer accounts that stopped reordering without anyone noticing. Those quotes die on the days nobody opens the board, and that is the problem Fluid CRM and the five tools below are … Read more
Most small sales teams buy a CRM built for a company with an admin, then nobody keeps it current and deals die on the days nobody opens it. This list judges each tool on what a team of 3 to 15 reps with no sales ops person needs, and prices it for 5 and 10 … Read more
A new inquiry comes in on Tuesday afternoon. Two people each think the other one replied, and by Friday the prospect has booked a call with someone else. That is a lead tracking problem, and most tools sold to fix it were built to track deals instead. The best lead tracking software for a small … Read more
You own a managed service provider (MSP) and sell new contracts between escalations. Prospects sit in your inbox and a spreadsheet, and the opportunities screen in your PSA hasn’t been opened since spring. Most MSPs don’t need a second big platform, just a sales pipeline for prospects, with clients moving to the PSA once they … Read more