My Most Recommended CRMs From Experience

We’ve used quite a few different CRMs throughout the years. Many of them, in fact, have come and gone, but there are a select few that have proven the test of time. I’ll get right to the point and share what those CRMs are and why/how we’ve used them.

For those unaware, a CRM is a customer relationship management software that helps with the organization of leads and clients. It can help you in the acquisition of new clients, upselling, and/or communication with existing clients.

Streak CRM
Think of Gmail + spreadsheets combined into one application. That’s what Streak CRM is. It’s an extension you add to your browser (like Google Chrome) and it allows you to create pipelines with stages. In each pipeline you have something called “Boxes” which you can use however you like. Those boxes can be attached to email accounts, so when that lead/client messages you, you see their box to the right of their email with any notes and the pipeline and stage they’re in. It’s a very simple CRM and one we’ve used for over 5 years now.

Reply.io
I like to think of this one as a mix of an autoresponder and calling software. We’ve actually replaced most of our software with Reply as it helps us with various tasks like calling, scheduling, funnels, autoresponder, LinkedIn email capture, and email validation. They have outstanding support and I’d recommend them to businesses that want a straightforward approach without too much to tweak.

There are many more CRMs that I’ve used and would suggest trying out but they just don’t work well for our use case. Also, many of them are better suited for different types of businesses, budgets, and/or mindsets.

Here’s a list of the other CRMs that I’d still suggest looking into:

Beyond this list, I haven’t enjoyed much of any other CRMs unless they’re the ones that have dropped off.