Best CRMs for Marketing Automation and Sales: Recommendations Needed

Nathan L. · 2024-10-09 14:28:52.144487+00

Curious what CRMs you all are using and what you might recommend considering our use case? We're using Folk right now but are looking for something a bit more robust - we want to use it as the central nervous system for both marketing automation and sales. Screenshot includes current candidates with most important criteria first:

Best CRMs for Marketing Automation and Sales: Recommendations Needed | Clay

10 comments

· Sorted by Oldest

AJ C.
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We use Highlevel! It does everything which is cool, but the downside is some stuff is glitchy, and their support is not very good
🙏1
AJ C.
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Really haven't found a CRM we love but Highlevel is the lesser of the evils for us, haha. The one we dislike the least 😂
💡1
AJ C.
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Aside from glitchiness and support, the tool itself is awesome.
1
AJ C.
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Pipedrive is another one worth checking out, but it lacks marketing functionality
Amit S.
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Hey Nathan! I usually share this list with people asking the same question: I created a framework to select the right CRM. But here’s a list of CRMs to try:
Pipedrive (30-day extended trial, parity pricing) is the simplest CRM for SMBs
Bonsai offers CRM, Project Management, Financial Management for agencies/consultants
Monday.com offers a CRM with core project management functions
Instantly & Snov.io are outbound sales focused solutions with a CRM module
Breakcold is for Agencies, Startups & Consultants
Attio (FREE plan, 10% off) allows creation of custom objects
Outseta has membership, payments, email, CRM, ticketing/help desk in a single solution
Hubspot CRM (FREE plan) & EngageBay offer marketing, ticketing modules, CMS
Close is a powerful all-in-one sales CRM
CapsuleCRM (FREE plan) also offers project management
Keap is for those who rely on marketing automation
Bigin is a free offering from Zoho (also offers ZohoCRMPlus)
Salesflare is for small businesses selling B2B with a mobile app
Delta Sales App is for field employees
Folk is a list-based CRM with AI, Chrome extension
Clay, LeadDelta & Dex are personal CRMs
Amit S.
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About GHL, they have recently been in overdrive, trying to promote the product through affiliate channels, Reddit, and what not.
Nathan L.
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AJ C. thank you, much appreciated! I've heard people complain about bugginess but overall hear good things as well!
Nathan L.
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Amit S. thank you for this! Some really interesting ones in here that I hadn't considered -- thank you for sharing! Will check them out.
Claire W.
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Hi Nathan L., we are Hubspot Solution partners - if you choose to go with them we can get you a great discount and help you set it up
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Nathan L.
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Thank you Claire W.! Noted 🙏

Loading comments

AJ C.
·
·
We use Highlevel! It does everything which is cool, but the downside is some stuff is glitchy, and their support is not very good
🙏1
AJ C.
·
·
Really haven't found a CRM we love but Highlevel is the lesser of the evils for us, haha. The one we dislike the least 😂
💡1
AJ C.
·
·
Aside from glitchiness and support, the tool itself is awesome.
1
AJ C.
·
·
Pipedrive is another one worth checking out, but it lacks marketing functionality
Amit S.
·
·
Hey Nathan! I usually share this list with people asking the same question: I created a framework to select the right CRM. But here’s a list of CRMs to try:
Pipedrive (30-day extended trial, parity pricing) is the simplest CRM for SMBs
Bonsai offers CRM, Project Management, Financial Management for agencies/consultants
Monday.com offers a CRM with core project management functions
Instantly & Snov.io are outbound sales focused solutions with a CRM module
Breakcold is for Agencies, Startups & Consultants
Attio (FREE plan, 10% off) allows creation of custom objects
Outseta has membership, payments, email, CRM, ticketing/help desk in a single solution
Hubspot CRM (FREE plan) & EngageBay offer marketing, ticketing modules, CMS
Close is a powerful all-in-one sales CRM
CapsuleCRM (FREE plan) also offers project management
Keap is for those who rely on marketing automation
Bigin is a free offering from Zoho (also offers ZohoCRMPlus)
Salesflare is for small businesses selling B2B with a mobile app
Delta Sales App is for field employees
Folk is a list-based CRM with AI, Chrome extension
Clay, LeadDelta & Dex are personal CRMs
Amit S.
·
·
About GHL, they have recently been in overdrive, trying to promote the product through affiliate channels, Reddit, and what not.
Nathan L.
·
·
AJ C. thank you, much appreciated! I've heard people complain about bugginess but overall hear good things as well!
Nathan L.
·
·
Amit S. thank you for this! Some really interesting ones in here that I hadn't considered -- thank you for sharing! Will check them out.
Claire W.
·
·
Hi Nathan L., we are Hubspot Solution partners - if you choose to go with them we can get you a great discount and help you set it up
1
Nathan L.
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·
Thank you Claire W.! Noted 🙏