Choosing a CRM is a critical decision for your organization

Choosing a CRM is a critical decision for your organization. You’re already taking a major step towards success by thoroughly researching your options.

This guide contains key comparison data you’ll need to make an educated decision in selecting a CRM that will grow with your business. You can use it to compare pricing, terms, and rankings. You’ll be able to ensure you get the features that your organization requires. Plus, you’ll see which platforms can help unify your teams and increase customer happiness.

For each vendor, you’ll see a list of pros and cons, a summary of ratings from popular review sites like G2 and TrustRadius, and then a feature-by-feature comparison chart. The guide includes comparisons with: Copper CRM, HubSpot, Monday.com, Nutshell, Pipedrive, Salesforce and Zoho.

Can you try before you buy? That’s a big factor in your CRM selection. See which CRMs have a free option in perpetuity which offer just a free trial right here in this guide. Rather than go to 8 websites and take notes and screen captures of each, get everything right here in this free guide.

Be sure to check out page 17 – it has a handy quick reference chart that summarizes the guide for an executive-level briefing.  

Customer feedback in this guide

“Insightly empowers our team to easily customize fields, processes and automations on the fly. You don’t need to be a developer to do this–it just works so seamlessly. Insightly helps us deliver a bespoke experience for all of our customers.” Chris Benham Director The Village Goldsmith

“In less than a year, we’ve expanded our program from 2-3 campaigns a month to 12 unique campaigns, and we’re continuing to grow. Using advanced segmentation in Insightly has doubled our lead pipeline and deal conversion through more effective targeting.” Jordan Horn Email Campaign Marketing Manager Barrier Companies

“Adopting Insightly has helped us close deals faster because the entire team collaborates on providing mission-critical detail in the CRM. From my perspective as a sales leader, the support I get from the team to capture this information and close opportunities is absolutely critical to our success.” Ian Pund Senior Vice President, Sales Noble BioMaterials

“Our motto is this: If it’s not in the CRM, it didn’t happen. If you have an idea, explore it. Get the process on a whiteboard and work with your Insightly team to see if it’s possible. Odds are, the answer is yes.” Jennifer Nietz Vice President COACT

“We originally used Pipedrive to manage our business development initiatives, but we needed a system that could streamline the handoff from sales to customer success. Insightly allows us to convert opportunities to projects and put the project through a different pipeline, which is fabulous. I’ve never seen another system do that, and I’ve worked with several CRMs during my career.” Simon Donovan Head Of Business Development We Got POP

“Insightly is a great alternative to Salesforce. It has most of the same functionality at a fraction of the price. The interface is clean and easy to get the hang of. Insightly is definitely worth evaluating if your company is tired of paying large sums of money for Salesforce. Insightly’s integrations capabilities and reporting functionality allows my team to stay organized, up to date and informed of all sales actions.” Will C. Director of Sales Industry: Internet

“Switch now. [Insightly] beats Zoho, Salesforce and Hubspot. Absolute ease of use. Simple to add contacts and companies and integrations. We stay in touch with prospects through every stage of the pipeline.” Brian G Co-Founder, President Industry: Marketing and Advertising