CRM/SFA for Smaller Companies

EdRalphRomero

wooderson
SoSH Member
Oct 3, 2007
3,575
deep in the hole
I'm looking to move off of Microsoft Dynamic 365 and on to a new SFA/CRM service. In the past I have used a lot of the big ones (most recently Salesforce). We are a small to midsize company and I don't anticipate having more than 5-6 users for the next couple years. I'm looking for a good tool to help me manage the real basics, very rudimentary reporting. Basically, I am looking for the PlaySkool version of an SFA. I feel like every SFA I have ever used has had a billion features I have not used and much more complexity than is necessary for a simple team like ours. Oh and I don't want to spend a ton of money. If anyone is familiar with UpShot, I used them back in the day (18 years ago) and loved them until they got gobbled up and replaced by more complicated systems designed for bigger teams.

I have been looking at Sugar, which looks fine if a bit complicated.

Any suggestions for simple, user-friendly SFAs that are relatively inexpensive?
 

j44thor

Member
SoSH Member
Aug 1, 2006
8,951
We have a small sales team at my current company and use Pipedrive.
I personally haven't logged in for a while but the people that manage the pipeline/customers/prospects like it.

It is very bare bones but might be worth checking out.
 

Kenny F'ing Powers

posts 18% useful shit
Nov 17, 2010
10,614
SugarCRM sucks. Its built structurally similar to SFDC, but much clunkier. I suppose if the price point is your driving factor, Sugar is probably a better fit than SFDC, Oracle, Sage, etc, but the company kind of sucks.

Dont forget, if you don't have the chops to set it up yourself, you'll have to pay a CRM partner to set it up for you. Costs a few hundred dollars per hour, usually.
 

bohous

Member
SoSH Member
Jul 21, 2005
2,718
Framingham
Following.
This is timely because we will be exploring CRM options in the spring/summer and have limited needs similar to Ed. We have been using ACT! for probably 20yrs and I'm torn because I know there are better solutions out there but I already know the workarounds for all of its shortcomings. The devil you know, and stuff.
 

TFP

Dope
Dope
Dec 10, 2007
17,297
Thanks. Checking it out right now.
Shit I wrote up a reply earlier and never hit send. We use Pipedrive as well and I think it fits your description pretty well. I don’t know the cost but I imagine it’s not expensive. It’s not too bad to use and definitely not overly complicated. Solid mobile app too.
 

EdRalphRomero

wooderson
SoSH Member
Oct 3, 2007
3,575
deep in the hole
Thanks again all. Pipedrive looks really interesting and I am hoping to give it a try. I will follow up when I have more information and will provide a review of what I find. Thanks!