CRM Software Resources
Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on CRM Software
Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find articles from our experts, feature definitions, discussions from users like you, and reports from industry data.
CRM Software Articles
10 Best CRM Software I Found After Evaluating 30+ CRMs
15 Best Free CRM Software in 2024
What Is Marketing Attribution? How to Measure It
Sales Prospecting: Tips and Techniques for a Valuable Pipeline
Permission Marketing: How to Earn Customer Trust With Ease
What Is ERP Implementation? Steps, Strategies, and Risks
10 Ways to Make Your Next Sales Negotiation a Win-Win
What is CRM? How It Helps Boost Sales and Efficiency
Sales Cadence That Closes Deals. Best Practices And Examples
16 Best CRM Software in India for 2024
10 Best CRM Software in Australia for 2023
Claim Peace of Mind: Decode the Work of Insurance Adjusters
Recap of Dreamforce 2022: Innovation and Sustainability
How to Prevent Customer Churn With Retention Marketing
Increased Adoption of Lead-to-Account Matching and Routing Leads to New G2 Category
Sales Operations: Your Behind-the-Scenes Revenue Generator
Why Customer Relationship Management (CRM) Is Still Relevant
How Gartner Got Confused: Sales Engagement Is Not Sales Enablement
How to Build a Successful Business Development Team
How to Choose the Best Sales Technology for Your Industry
CRM Software Glossary Terms
CRM Software Discussions
Hey G2, I want to open a discussion for trying to find the best CRM tool for a tech startup. After browsing G2's CRM category page, I believe for a growing tech startup, the best CRM tools include platforms like HubSpot, Pipedrive, and Close. These CRMs are built to support lean teams that need powerful features without heavy setup. Here are some top choices I found for startups that want to scale fast:
- HubSpot CRM: A go-to for startups, HubSpot offers contact management, deal tracking, email templates, and built-in marketing tools—all in one free and scalable package.
- Pipedrive: Designed to help sales teams stay focused, Pipedrive offers a clean visual pipeline, automation tools, and goal tracking that’s perfect for fast-moving teams.
- Close: Built for startups with a sales-first mindset, Close combines built-in calling, email sequences, and activity tracking in one place—great for outbound teams.
- Zoho CRM: A flexible, affordable CRM with lead scoring, automation, and integrations that grow with your business. Ideal for startups looking to customize their stack.
- Copper: Made for Google Workspace users, Copper integrates directly with Gmail and Google Calendar, so teams can manage contacts and deals without switching tabs.
These five CRMs are great for tech startups that want to keep their sales process organized, automate busywork, and stay close to their leads. Whether you’re scaling quickly or just getting started, they offer smart tools without the enterprise complexity. Leave a comment, if you had experience with CRM tools or any suggestions you might have!
Surprised that HighLevel isn't on this list. It's such a comprehensive platform, and for startups, solo entrepreneneurs and small-team businesses, you really can't beat the value it offers.
An honorable mention(s) are Freshsales and Monday.com CRM. I've also heard about Streak CRM as well. Let me know if I should reconsider these into the list.
While HubSpot and Pipedrive are the crowd favorites (and for good reason), let me toss in a lesser-known but highly underrated gem:
"Outplay" — It’s a modern sales engagement CRM tailored for outbound teams. What makes it unique is the multi-channel sequences (email + LinkedIn + calls + SMS) baked into one dashboard. For a startup doing outbound at scale, this is gold.
Also, I highly recommend "Nimble" for teams that need social CRM features—super useful for startups that get a lot of leads from social or community channels.
Here’s my "startup stack" recommendation:
Outplay → for outbound + engagement
Nimble → for social-driven lead management
Zoho Bigin → for a hyper-simplified, mobile-first CRM
Bonus Tip: If your team uses WhatsApp heavily for sales/support, look into Twilio Frontline + CRM integration—crazy effective for conversational selling.
At early stages, it’s not about what’s "most powerful," but what fits your hustle style. CRMs should match your sales DNA, not complicate it.
— Somnath S
Is Zoho CRM really free?


































