CRM Systems

HubSpot vs SAP C/4 HANA CRM Independent Review

HubSpot vs SAP C/4 HANA CRM Independent Review

HubSpot CRM, has a somewhat simpler data and process model, making it a better fit for SMBs focused on content-centric marketing workflows. In contrast, SAP C/4HANA is ideal for companies operating in industries with high transaction volumes and strict regulatory requirements. HubSpot, in particular, is designed with a focus on upstream marketing activities, offering a stronger ecosystem, but it may not be the best fit for companies with complex audiences or transactional customer-facing workflows. Whereas, SAP C/4 HANA is fit for sectors like medical devices or pharmaceuticals, where CPQ workflows often need to adhere to regulatory constraints.

HubSpot excels in user-friendliness and customization, even though it may not match the depth of customer and field service workflows or provide as many built-in custom objects for specific industries. On the other hand, with SAP C/4HANA, businesses benefit from both extensive customization capabilities and advanced security layers to support and control these workflows seamlessly. To better understand HubSpot vs SAP C/4 HANA CRM systems, let’s take an in-depth look into their features, strengths and weaknesses.

HubSpot vs SAP C/4 HANA CRM Independent Review


The 2025 Digital Transformation Report

Thinking of embarking on a ERP journey and looking for a digital transformation report? Want to learn the best practices of digital transformation? Then, you have come to the right place.

HubSpot CRMSAP C/4 HANA
Started in20062018
Ownership byPublicly traded listed on the NYSE under the ticker symbol HUBSSAP SE
No. of customers >70,000>1000

What Is HubSpot CRM?

HubSpot CRM is a leading choice for smaller companies aiming for seamless integration of customer-centric workflows, covering essential CRM processes such as sales, service, CMS, and marketing automation. In contrast to Salesforce, HubSpot excels in user-friendliness and customization, even though it may not match the depth of customer and field service workflows or provide as many built-in custom objects for specific industries. 

However, this adaptability might pose challenges for companies unfamiliar with robust data and process governance. HubSpot CRM proves advantageous, especially for content-heavy B2B companies aiming for centralized management of digital marketing and sales channels. The recent acquisition of Clearbit further enhances HubSpot’s capabilities by integrating data and intelligence with core CRM processes, solidifying its position in the market.



ERP Selection: The Ultimate Guide

This is an in-depth guide with over 80 pages and covers every topic as it pertains to ERP selection in sufficient detail to help you make an informed decision.

What Is SAP C/4 HANA CRM?

SAP C/4 HANA, an integral part of the S/4 suite, offers a range of best-of-breed CRM options in the CX portfolio, including sales, marketing, commerce, customer experience, and service cloud. It caters primarily to large utility, finance, and public sector companies, especially those with deep regulatory workflow requirements within CRM processes.

The spin-off of Qualtrics may suggest that SAP is not as committed to the CX portfolio. Moreover, SAP faces substantial challenges with newer entrants in the headless space to disrupt its commerce portfolio. Still a viable option for companies requiring tight integration with CPQ and configurator available through the Hybris portfolio.



ERP Selection Requirements Template

This resource provides the template that you need to capture the requirements of different functional areas, processes, and teams.

HubSpot vs SAP C/4 HANA CRM Comparison

Navigating the choice between HubSpot vs SAP C/4 HANA CRM is a significant decision for businesses particularly looking for operational efficiency and strategic alignment. Thus, this section delves into the comprehensive comparison of HubSpot vs SAP C/4 HANA CRM across various critical dimensions.

HubSpot CRMSAP C/4 HANA CRM
Data ModelIsn’t well-suited for complex operational use cases.Extremely detailed data model for enterprise use cases combining many business models.
CRM FeaturesIt may not suit companies with deeper compliance, regulatory, and quoting needs.The CPQ processes are especially friendlier for industrial companies implementing configurator-driven 3D experience.
EcosystemThe second choice for most leading marketing technologies to integrate with.SAP C/4 HANA ecosystem is not as popular among MarTech vendors as other leading CRM options.
Marketing AutomationProvides an immersive experience as it’s part of the same product and data model.Capabilities are generally limited, so an external tool may be necessary.
IntegrationProvides options for seamless integration with other CRM systems, CMS platforms, and eCommerce tools.Provides integration with other SAP products, enterprise-grade CPQ and sales performance management tools.
Operational CapabilitiesThe operational capabilities are not as detailed as some of the other CRM systems.The operational workflows will generally be much more comprehensive.
Territory and Comp PlanningThe weaker data model makes it less suitable for industries requiring robust out-of-the-box capabilities.Offers advanced capabilities for implementing sales funnel scenarios or territory planning scenarios.
Customizability Custom objects come with significant limitations, particularly around parent-child hierarchies.Highly customizable platform for enterprise-grade use cases.
PriceOffers a free version, but the price spikes substantially with tricky limits and tiers, making estimating prices highly challenging.One of the most expensive CRM options out there, pricing might not be friendly for SMBs.

HubSpot vs SAP C/4 HANA CRM Module Comparison

Both platforms offer a plethora of features and functionalities designed to streamline business operations and enhance efficiency. In this feature comparison, we delve into particularly the distinct capabilities of HubSpot vs SAP C/4 HANA CRM across various critical dimensions, providing insights to aid businesses in making informed decisions regarding their CRM selection. Thus, this section discusses features under each of the following modules, particularly marketing, sales, customer service and e-commerce.

Marketing

In this section, we are discussing a detailed comparison of the marketing capabilities particularly offered by HubSpot vs SAP C/4 HANA CRM. By examining their respective strengths and functionalities, particularly in managing marketing processes. Businesses can therefore gain valuable insights to determine the best-suited CRM solution for their marketing needs.

FeaturesHubSpot CRMSAP C/4 HANA CRM
Content CreationOffers tools for creating blog posts, landing pages, and also marketing emails.Does not have dedicated content creation tools.
SEO ToolsIncludes built-in SEO recommendations and also optimization features.Does not have dedicated SEO tools.
Social Media ManagementAllows scheduling, publishing, and also monitoring of social media posts.Does not have dedicated social media management tools.
Email MarketingIncludes email marketing tools with templates, automation, and also analytics.SAP Marketing Cloud, a part of SAP C/4HANA, includes email marketing functionalities.
AnalyticsProvides detailed analytics and reporting particularly on marketing campaigns.Provides capabilities to provide deep insights into customer data and behavior.

Sales

In this comparison, we explore and analyze the sales capabilities of HubSpot vs SAP C/4 HANA CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMSAP C/4 HANA CRM
Lead ManagementManages leads with tracking and nurturing tools.Not specifically, but it integrates with SAP C/4HANA for comprehensive CRM capabilities.
Sales Pipeline ManagementVisualizes and also tracks sales pipeline stages and progress.Features provided through Sales Order Management component.
Email TrackingTracks email opens, clicks, and responses.Not directly, but can be integrated with SAP’s other platforms for this functionality.
Meeting SchedulingIntegrates with calendars for easy scheduling of meetings.Not specifically designed for this purpose.
Collaboration ToolsFacilitates team collaboration with shared information and tasks.Has collaboration tools for efficient teamwork.

Customer Service

In this comparison, we explore and analyze the customer service capabilities of HubSpot vs SAP C/4 HANA CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMSAP C/4 HANA CRM
Ticket SystemOffers a support ticketing system for customer inquiries.SAP Service Cloud includes ticketing capabilities for managing customer issues effectively.
Live ChatProvides live chat support for customer interactions.Offers live chat functionalities to provide real-time support to customers.
Customer Support AutomationAutomates customer support processes and workflows.Offers automation tools to streamline customer support processes.
Omni-channel SupportSupports multiple channels like email, chat, and also social media.Supports omni-channel engagements, ensuring consistent customer experiences across various channels.

E-commerce

In this comparison, we explore and analyze the e-commerce capabilities of HubSpot vs SAP C/4 HANA CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMSAP C/4 HANA CRM
Product Catalog ManagementManages product listings and also descriptions.Includes comprehensive tools for managing and organizing product catalogs.
Order FulfillmentTracks and manages order processing and fulfillment.Components like SAP Commerce Cloud and SAP Marketing Cloud helps streamline and automate order processing.
Personalized Shopping ExperiencesCustomizes shopping experiences particularly based on customer behavior.Analytics and customer data platforms support highly tailored shopping experiences.

HubSpot vs SAP C/4 HANA CRM Pros

When evaluating CRM solutions, understanding the distinct advantages of HubSpot vs SAP C/4 HANA CRM is crucial. In this section, we are particularly exploring the strengths of HubSpot vsSAP C/4 HANA CRM across various dimensions. Thus, shedding light on their respective capabilities and functionalities.

HubSpot CRMSAP C/4 HANA CRM
Stronger with upstream marketing and also content-driven workflows.Consent and preferences with audit-ready capabilities for compliance workflows such as GDPR, CCPA, and LGPD.
Has strong workflows and also custom-coded actions.Offers cross-channel personalization and identity management.
Offers consolidated platform that siloed apps.Tight integration among SAP products is one of the biggest highlights of SAP C/4 HANA.
Offering fairly detailed custom objects.Integration with enterprise-grade CPQ and sales performance management tools.

HubSpot vs SAP C/4 HANA CRM Cons

Just like recognizing strengths is important, it’s also crucial to weigh the specific drawbacks of HubSpot vs SAP C/4 HANA CRM. Therefore, in this section, we will delve into the limitations and challenges associated with HubSpot vs SAP C/4 HANA CRM across various operational and financial dimensions.

HubSpot CRMSAP C/4 HANA CRM
Not fit for ad-hoc flows.Lacks sophistication in pre-sales processes, including marketing automation.
Overall expensive, also tiers are tricky to work with.The data model may feel restrictive for sales and marketing teams seeking fluidity to focus on sales rather than operational details.
The data model is rigid and also weak for B2B businesses.Unnatural and complex for small to mid-size organizations seeking more straightforward CRM solutions.
It may not suit companies particularly with deeper compliance, regulatory, and quoting needs.Maintaining the required data layers and enabling those workflows will require significant consulting support for customization.

Conclusion

In conclusion, selecting the right CRM system between HubSpot vs SAP C/4 HANA CRM ultimately depends on the unique needs and priorities of a business. HubSpot CRM shines as an accessible, user-friendly solution tailored for SMBs, particularly those focused on content-centric B2B marketing workflows. It offers robust marketing automation, seamless integration, and an intuitive interface, making it ideal for businesses seeking an all-in-one platform without requiring extensive technical expertise. However, its pricing structure and limited suitability for ad-hoc flows and complex regulatory requirements may pose challenges for larger enterprises or industries with specific needs.

On the other hand, SAP C/4 HANA CRM is a powerful solution designed for enterprises with high transaction volumes and stringent compliance requirements. It excels in advanced operational capabilities, comprehensive customization, and tight integration across SAP’s ecosystem. While it is a strong contender for large-scale businesses in industries like utilities, finance, or pharmaceuticals, its complexity and resource-intensive setup may deter smaller organizations or those seeking straightforward CRM solutions. Both systems have their strengths and limitations, so businesses should carefully evaluate their specific needs. Also, seeking assistance from an independent CRM consultant can significantly aid the decision-making process.

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ERP Implementation Failure Recovery

Learn how Frederick Wildman struggled with Microsoft Dynamics 365 ERP implementation failure even after spending over $5M and what options they had for recovery.

FAQs

HubSpot vs Zendesk Sell CRM Independent Review

HubSpot CRM, has a somewhat simpler data and process model, making it a better fit for SMBs focused on content-centric marketing workflows. In contrast, Zendesk Sell is an entry-level CRM designed for companies utilizing ZenDesk for customer service and ticketing workflows. HubSpot, in particular, is designed with a focus on upstream marketing activities, offering a stronger ecosystem, but it may not be the best fit for companies with complex audiences or transactional customer-facing workflows. Whereas, Zendesk Sell targets smaller companies with under 10-15 employees, lacking mature CRM capabilities such as sales ops planning, marketing automation, and territory management.

HubSpot excels in user-friendliness and customization, even though it may not match the depth of customer and field service workflows or provide as many built-in custom objects for specific industries. On the other hand, Zendesk would not be a fit for them seeking customizability as offered by other platforms such as Salesforce or HubSpot. To better understand HubSpot vs Zendesk Sell CRM systems, let’s take an in-depth look into their features, strengths and weaknesses.

HubSpot vs Zendesk Sell CRM Independent Review


The 2025 Digital Transformation Report

Thinking of embarking on a ERP journey and looking for a digital transformation report? Want to learn the best practices of digital transformation? Then, you have come to the right place.

HubSpot CRMZendesk Sell CRM
Started in20062018
Ownership byPublicly traded listed on the NYSE under the ticker symbol HUBSZendesk Inc.
No. of customers >70,000>4,000

What Is HubSpot CRM?

HubSpot CRM is a leading choice for smaller companies aiming for seamless integration of customer-centric workflows, covering essential CRM processes such as sales, service, CMS, and marketing automation. In contrast to Salesforce, HubSpot excels in user-friendliness and customization, even though it may not match the depth of customer and field service workflows or provide as many built-in custom objects for specific industries. 

However, this adaptability might pose challenges for companies unfamiliar with robust data and process governance. HubSpot CRM proves advantageous, especially for content-heavy B2B companies aiming for centralized management of digital marketing and sales channels. The recent acquisition of Clearbit further enhances HubSpot’s capabilities by integrating data and intelligence with core CRM processes, solidifying its position in the market.



ERP Selection: The Ultimate Guide

This is an in-depth guide with over 80 pages and covers every topic as it pertains to ERP selection in sufficient detail to help you make an informed decision.

What Is Zendesk Sell CRM?

Zendesk Sell, an entry-level CRM among top CRM systems designed for companies utilizing ZenDesk for customer service and ticketing workflows, acquired these capabilities through the Base CRM acquisition. It targets smaller companies with under 10-15 employees, lacking mature CRM capabilities such as sales ops planning, marketing automation, and territory management. However, larger companies may find its capabilities limiting.

Also, most enterprises exploring CRMs require custom development capabilities because of the unique customer experience and service workflows. So Zendesk would not be a fit for them seeking customizability as offered by other platforms such as Salesforce or HubSpot.



ERP Selection Requirements Template

This resource provides the template that you need to capture the requirements of different functional areas, processes, and teams.

HubSpot vs Zendesk Sell CRM Comparison

Navigating the choice between HubSpot vs Zendesk Sell CRM is a significant decision for businesses particularly looking for operational efficiency and strategic alignment. Thus, this section delves into the comprehensive comparison of HubSpot vs Zendesk Sell CRM across various critical dimensions.

HubSpot CRMZendesk Sell CRM
Data ModelIsn’t well-suited for complex operational use cases.Limited data model.
CRM FeaturesIt may not suit companies with deeper compliance, regulatory, and quoting needs.Offers limited advanced features such as reporting, CSV import/export, and revenue operations planning.
EcosystemThe second choice for most leading marketing technologies to integrate with.While Zendesk has a strong ecosystem among telecom and Cx vendors, it’s not the leading option for MarTech vendors to integrate.
Marketing AutomationProvides an immersive experience as it’s part of the same product and data model.The upstream marketing use cases would be weaker compared to HubSpot.
IntegrationProvides options for seamless integration with other CRM systems, CMS platforms, and eCommerce tools.The integration model is similar to Salesforce’s approach with marketing automation and CRM.
Operational CapabilitiesThe operational capabilities are not as detailed as some of the other CRM systems.The operational capabilities are not as detailed as some of the other CRM systems.
Territory and Comp PlanningThe weaker data model makes it less suitable for industries requiring robust out-of-the-box capabilities.The weaker data model makes it less suitable for industries requiring robust out-of-the-box capabilities.
Customizability Custom objects come with significant limitations, particularly around parent-child hierarchies.Custom objects come with significant limitations.
PriceOffers a free version, but the price spikes substantially with tricky limits and tiers, making estimating prices highly challenging.Similar tiers and pricing as most other CRM vendors.

HubSpot vs Zendesk Sell CRM Module Comparison

Both platforms offer a plethora of features and functionalities designed to streamline business operations and enhance efficiency. In this feature comparison, we delve into particularly the distinct capabilities of HubSpot vs Zendesk Sell CRM across various critical dimensions, providing insights to aid businesses in making informed decisions regarding their CRM selection. Thus, this section discusses features under each of the following modules, particularly marketing, sales, customer service and e-commerce.

Marketing

In this section, we are discussing a detailed comparison of the marketing capabilities particularly offered by HubSpot vs Zendesk Sell CRM. By examining their respective strengths and functionalities, particularly in managing marketing processes. Businesses can therefore gain valuable insights to determine the best-suited CRM solution for their marketing needs.

FeaturesHubSpot CRMZendesk Sell CRM
Content CreationOffers tools for creating blog posts, landing pages, and also marketing emails.Does not have dedicated content creation tools.
SEO ToolsIncludes built-in SEO recommendations and also optimization features.Does not have dedicated SEO tools.
Social Media ManagementAllows scheduling, publishing, and also monitoring of social media posts.Does not have dedicated social media management tools.
Email MarketingIncludes email marketing tools with templates, automation, and also analytics.Integration with existing email, bulk email sending, and automated email sequences.
AnalyticsProvides detailed analytics and reporting particularly on marketing campaigns.Tools for reporting, pipeline visibility, and performance metrics

Sales

In this comparison, we explore and analyze the sales capabilities of HubSpot vs Zendesk Sell CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMZendesk Sell CRM
Lead ManagementManages leads with tracking and nurturing tools.Manage leads, build targeted prospect lists, and create customized follow-up sequences.
Sales Pipeline ManagementVisualizes and also tracks sales pipeline stages and progress.Offers pipeline visibility and analysis tools.
Email TrackingTracks email opens, clicks, and responses.Can integrate email, set up automated sequences, and track email performance.
Meeting SchedulingIntegrates with calendars for easy scheduling of meetings.No dedicated tool but can manage appointments and tasks.
Collaboration ToolsFacilitates team collaboration with shared information and tasks.Provides options to log, record, and reference calls and texts, and sync customer information across sales and support teams.

Customer Service

In this comparison, we explore and analyze the customer service capabilities of HubSpot vs Zendesk Sell CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMZendesk Sell CRM
Ticket SystemOffers a support ticketing system for customer inquiries.Part of Zendesk Support.
Live ChatProvides live chat support for customer interactions.Part of Zendesk Support.
Customer Support AutomationAutomates customer support processes and workflows.Part of Zendesk Support.
Omni-channel SupportSupports multiple channels like email, chat, and also social media.Part of Zendesk Support.

E-commerce

In this comparison, we explore and analyze the e-commerce capabilities of HubSpot vs Zendesk Sell CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMZendesk Sell CRM
Product Catalog ManagementManages product listings and also descriptions.Does not offer this capability natively.
Order FulfillmentTracks and manages order processing and fulfillment.Does not offer this capability natively.
Personalized Shopping ExperiencesCustomizes shopping experiences particularly based on customer behavior.Does not offer this capability natively.

HubSpot vs Zendesk Sell CRM Pros

When evaluating CRM solutions, understanding the distinct advantages of HubSpot vs Zendesk Sell CRM is crucial. In this section, we are particularly exploring the strengths of HubSpot vs Zendesk Sell CRM across various dimensions. Thus, shedding light on their respective capabilities and functionalities.

HubSpot CRMZendesk Sell CRM
Stronger with upstream marketing and also content-driven workflows.Simple and straightforward interface for startups.
Has strong workflows and also custom-coded actions.Design is user-friendly for sales development reps involved in multi-touch campaign execution.
Offers consolidated platform that siloed apps.Ideal fit for companies and their users with limited technical expertise without as steep a learning curve.
Offering fairly detailed custom objects.Has some capabilities that are considered advanced in this market segment.

HubSpot vs Zendesk Sell CRM Cons

Just like recognizing strengths is important, it’s also crucial to weigh the specific drawbacks of HubSpot vs Zendesk Sell CRM. Therefore, in this section, we will delve into the limitations and challenges associated with HubSpot vs Zendesk Sell CRM across various operational and financial dimensions.

HubSpot CRMZendesk Sell CRM
Not fit for ad-hoc flows.Zendesk Sell and Support are not tightly integrated.
Overall expensive, also tiers are tricky to work with.Marketing automation capabilities in Zendesk CRM are not as robust.
The data model is rigid and also weak for B2B businesses.Users have reported occasional glitches with the system.
It may not suit companies particularly with deeper compliance, regulatory, and quoting needs.The territory planning capabilities are going to be fairly lean.

Conclusion

When deciding between HubSpot vs Zendesk Sell CRM, businesses must evaluate their unique needs, operational scale, and strategic priorities. HubSpot CRM stands out as a comprehensive, user-friendly solution ideal for SMBs with content-focused marketing workflows and robust integration requirements. It offers extensive tools for marketing automation, content creation, and analytics, making it an excellent fit for B2B companies aiming for centralized management of digital marketing and sales channels. However, its cost structure and rigid data model might pose challenges for businesses seeking flexibility and affordability.

On the other hand, Zendesk Sell CRM caters to smaller companies looking for a straightforward, budget-friendly system. Its seamless integration with Zendesk Support makes it a good option for businesses prioritizing customer service and ticketing workflows. However, it lacks advanced CRM capabilities like marketing automation, territory management, and customizable data models, limiting its suitability for more complex operational needs. Both systems have their strengths and limitations, so businesses should carefully evaluate their specific needs. Also, seeking assistance from an independent CRM consultant can significantly aid the decision-making process.

+

ERP Implementation Failure Recovery

Learn how Frederick Wildman struggled with Microsoft Dynamics 365 ERP implementation failure even after spending over $5M and what options they had for recovery.

FAQs

HubSpot vs Monday.com CRM Independent Review

HubSpot vs Monday.com CRM Independent Review

HubSpot CRM has a somewhat simpler data and process model, making it a better fit for SMBs focused on content-centric marketing workflows. On the other hand, Monday.com is geared towards small companies already using it for project management and those with custom CRM workflow needs, such as real estate and non-profits. HubSpot, in particular, is designed with a focus on upstream marketing activities, offering a stronger ecosystem, but it may not be the best fit for companies with complex audiences or transactional customer-facing workflows. On the other hand, Monday.com may not be an ideal choice for companies that can easily find other options through a pre-built platform.

HubSpot excels in user-friendliness and customization, even though it may not match the depth of customer and field service workflows or provide as many built-in custom objects for specific industries. On the other hand, implementing Monday.com internally would require a tighter governance process, especially if it is being used for cross-functional workflows. To better understand HubSpot vs Monday.com CRM systems, let’s take an in-depth look into their features, strengths and weaknesses.

HubSpot vs Monday.com CRM Independent Review


The 2025 Digital Transformation Report

Thinking of embarking on a ERP journey and looking for a digital transformation report? Want to learn the best practices of digital transformation? Then, you have come to the right place.

HubSpot CRMMonday.com CRM
Started in20062004
Ownership byPublicly traded listed on the NYSE under the ticker symbol HUBSPublicly traded listed on the Nasdaq under the ticker symbol MNDY
No. of customers >70,000>225,000

What Is HubSpot CRM?

HubSpot CRM is a leading choice for smaller companies aiming for seamless integration of customer-centric workflows, covering essential CRM processes such as sales, service, CMS, and marketing automation. In contrast to Salesforce, HubSpot excels in user-friendliness and customization, even though it may not match the depth of customer and field service workflows or provide as many built-in custom objects for specific industries. 

However, this adaptability might pose challenges for companies unfamiliar with robust data and process governance. HubSpot CRM proves advantageous, especially for content-heavy B2B companies aiming for centralized management of digital marketing and sales channels. The recent acquisition of Clearbit further enhances HubSpot’s capabilities by integrating data and intelligence with core CRM processes, solidifying its position in the market.



ERP Selection: The Ultimate Guide

This is an in-depth guide with over 80 pages and covers every topic as it pertains to ERP selection in sufficient detail to help you make an informed decision.

What Is Monday.com CRM?

Monday.com is geared towards small companies already using it for project management and those with custom CRM workflow needs, such as real estate and non-profits. However, it may not be an ideal choice for companies that can easily find other options through a pre-built platform.

Implementing Monday.com internally would require a tighter governance process, especially if it is being used for cross-functional workflows. The fluidity of the platform might lead to business users’ overengineering process, leading to the creation of technical backlog and maintenance nightmares in the long term. Also, confidently predicting and estimating the final costs requires solution architecture expertise.



ERP Selection Requirements Template

This resource provides the template that you need to capture the requirements of different functional areas, processes, and teams.

HubSpot vs Monday.com CRM Comparison

Navigating the choice between HubSpot vs Monday.com CRM is a significant decision for businesses particularly looking for operational efficiency and strategic alignment. Thus, this section delves into the comprehensive comparison of HubSpot vs Sugar CRM across various critical dimensions.

HubSpot CRMMonday.com CRM
Data ModelIsn’t well-suited for complex operational use cases.It has a fluid structure very similar to spreadsheets.
CRM FeaturesIt may not suit companies with deeper compliance, regulatory, and quoting needs.Relatively limited, and it does not offer all the advanced features.
EcosystemThe second choice for most leading marketing technologies to integrate with.Most popular options for downstream capabilities.
Marketing AutomationProvides an immersive experience as it’s part of the same product and data model.Capabilities are limited natively. May be able to support some campaigns and may have some add-ons.
IntegrationProvides options for seamless integration with other CRM systems, CMS platforms, and eCommerce tools.It’s cell-level notification, and workflow capabilities are appealing for building custom integrations and workflows for ad-hoc processes.
Operational CapabilitiesThe operational capabilities are not as detailed as some of the other CRM systems.Would require substantial development and consulting to get the same workflows available natively with other platforms.
Territory and Comp PlanningThe weaker data model makes it less suitable for industries requiring robust out-of-the-box capabilities.Would require substantial development and consulting to get the same workflows available natively with other platforms.
Customizability Custom objects come with significant limitations, particularly around parent-child hierarchies.Serves as a highly customizable technical platform.
PriceOffers a free version, but the price spikes substantially with tricky limits and tiers, making estimating prices highly challenging.Relatively inexpensive to start on the platform, but limitations baked with pricing tiers may lead to unexpected costs.

HubSpot vs Monday.com CRM Module Comparison

Both platforms offer a plethora of features and functionalities designed to streamline business operations and enhance efficiency. In this feature comparison, we delve into particularly the distinct capabilities of HubSpot vs Monday.com CRM across various critical dimensions, providing insights to aid businesses in making informed decisions regarding their CRM selection. Thus, this section discusses features under each of the following modules, particularly marketing, sales, customer service and e-commerce.

Marketing

In this section, we are discussing a detailed comparison of the marketing capabilities particularly offered by HubSpot vs Monday.com CRM. By examining their respective strengths and functionalities, particularly in managing marketing processes. Businesses can therefore gain valuable insights to determine the best-suited CRM solution for their marketing needs.

FeaturesHubSpot CRMMonday.com CRM
Content CreationOffers tools for creating blog posts, landing pages, and also marketing emails.Helps create and manage content such as email campaigns and landing pages.
SEO ToolsIncludes built-in SEO recommendations and also optimization features.Doesn’t have dedicated SEO tools.
Social Media ManagementAllows scheduling, publishing, and also monitoring of social media posts.Doesn’t offer social media management features.
Email MarketingIncludes email marketing tools with templates, automation, and also analytics.Includes email marketing capabilities to create, send, and track email campaigns.
AnalyticsProvides detailed analytics and reporting particularly on marketing campaigns.Offers capabilities to track and analyze your marketing, sales, and customer support metrics.

Sales

In this comparison, we explore and analyze the sales capabilities of HubSpot vs Monday.com CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMMonday.com CRM
Lead ManagementManages leads with tracking and nurturing tools.Helps capture, track, and nurture leads throughout the sales process.
Sales Pipeline ManagementVisualizes and also tracks sales pipeline stages and progress.Helps visualize and sales pipeline effectively.
Email TrackingTracks email opens, clicks, and responses.Can track email interactions with your leads and customers.
Meeting SchedulingIntegrates with calendars for easy scheduling of meetings.Helps make it easy to set up and manage appointments with clients.
Collaboration ToolsFacilitates team collaboration with shared information and tasks.Offers collaboration tools that facilitate teamwork and communication.

Customer Service

In this comparison, we explore and analyze the customer service capabilities of HubSpot vs Monday.com CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMMonday.com CRM
Ticket SystemOffers a support ticketing system for customer inquiries.Doesn’t have a dedicated ticketing system.
Live ChatProvides live chat support for customer interactions.Doesn’t offer live chat functionality.
Customer Support AutomationAutomates customer support processes and workflows.Includes automation features such as automated email sequences and task reminders.
Omni-channel SupportSupports multiple channels like email, chat, and also social media.Doesn’t provide omni-channel support.

E-commerce

In this comparison, we explore and analyze the e-commerce capabilities of HubSpot vs Monday.com CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMMonday.com CRM
Product Catalog ManagementManages product listings and also descriptions.Manages product catalog and SKUs.
Order FulfillmentTracks and manages order processing and fulfillment.Offers features such as tracking incoming orders, managing inventory, and automating the fulfillment process.
Personalized Shopping ExperiencesCustomizes shopping experiences particularly based on customer behavior.Offers AI-powered tools to support personalized shopping experiences.

HubSpot vs Monday.com CRM Pros

When evaluating CRM solutions, understanding the distinct advantages of HubSpot vs Monday.com CRM is crucial. In this section, we are particularly exploring the strengths of HubSpot vs Monday.com CRM across various dimensions. Thus, shedding light on their respective capabilities and functionalities.

HubSpot CRMMonday.com CRM
Stronger with upstream marketing and also content-driven workflows.Serves as a highly customizable technical platform.
Has strong workflows and also custom-coded actions.Excels in ad-hoc workflows and offering superior customization capabilities.
Offers consolidated platform that siloed apps.Easily build automated actions and integration with other apps.
Offering fairly detailed custom objects.Best for industries such as non-profit and real estate.

HubSpot vs Monday.com CRM Cons

Just like recognizing strengths is important, it’s also crucial to weigh the specific drawbacks of HubSpot vs Monday.com CRM. Therefore, in this section, we will delve into the limitations and challenges associated with HubSpot vs Monday.com CRM across various operational and financial dimensions.

HubSpot CRMMonday.com CRM
Not fit for ad-hoc flows.Risk of over-engineering processes, potentially impacting downstream workflows.
Overall expensive, also tiers are tricky to work with.Fundamentally a project management tool, necessitating the construction of advanced CRM functionality and reports.
The data model is rigid and also weak for B2B businesses.May lack referential integrity between business objects,
It may not suit companies particularly with deeper compliance, regulatory, and quoting needs.Upstream integration options would be limited compared to HubSpot.

Conclusion

When choosing between HubSpot vs Monday.com CRM, the decision hinges on your business needs, operational focus, and preferred level of customization. HubSpot CRM is a well-rounded choice for SMBs aiming to streamline their upstream marketing workflows, with strong capabilities in content creation, marketing automation, and integration with various tools. It excels in user-friendliness and offers robust features for B2B companies focused on centralized digital operations. However, its pricing structure and limitations in ad-hoc flows or advanced custom objects may be a drawback for some businesses.

On the other hand, Monday.com CRM is an excellent option for smaller organizations already leveraging it as a project management tool or those in niche industries like real estate and non-profits. It offers a high degree of customizability, making it suitable for businesses with unique CRM workflow requirements. However, its project management roots mean it may require significant effort to develop advanced CRM functionality, and over-engineering processes could lead to maintenance challenges. Both systems have their strengths and limitations, so businesses should carefully evaluate their specific needs. Also, seeking assistance from an independent CRM consultant can significantly aid the decision-making process.

+

ERP Implementation Failure Recovery

Learn how Frederick Wildman struggled with Microsoft Dynamics 365 ERP implementation failure even after spending over $5M and what options they had for recovery.

FAQs

HubSpot vs Sugar CRM Independent Review

HubSpot CRM, has a somewhat simpler data and process model, making it a better fit for SMBs focused on content-centric marketing workflows. On the other hand, SugarCRM caters to smaller companies seeking free or open-source software and those with specific CRM workflows. HubSpot, in particular, is designed with a focus on upstream marketing activities, offering a stronger ecosystem, but it may not be the best fit for companies with complex audiences or transactional customer-facing workflows. Whereas, Sugar CRM may not be the best fit for larger companies in search of a robust CRM solution.

HubSpot excels in user-friendliness and customization, even though it may not match the depth of customer and field service workflows or provide as many built-in custom objects for specific industries. On the other hand, Sugar CRM’s detailed transactional layers are especially suitable for companies on manufacturing ERPs. To better understand HubSpot vs Sugar CRM systems, let’s take an in-depth look into their features, strengths and weaknesses.

HubSpot vs Sugar CRM Independent Review


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HubSpot CRMSugar CRM
Started in20062004
Ownership byHubSpot Inc. Accel-KKR, a private equity firm
No. of customers >70,000>5,000

What Is HubSpot CRM?

HubSpot CRM is a leading choice for smaller companies aiming for seamless integration of customer-centric workflows, covering essential CRM processes such as sales, service, CMS, and marketing automation. In contrast to Salesforce, HubSpot excels in user-friendliness and customization, even though it may not match the depth of customer and field service workflows or provide as many built-in custom objects for specific industries. 

However, this adaptability might pose challenges for companies unfamiliar with robust data and process governance. HubSpot CRM proves advantageous, especially for content-heavy B2B companies aiming for centralized management of digital marketing and sales channels. The recent acquisition of Clearbit further enhances HubSpot’s capabilities by integrating data and intelligence with core CRM processes, solidifying its position in the market.



ERP Selection: The Ultimate Guide

This is an in-depth guide with over 80 pages and covers every topic as it pertains to ERP selection in sufficient detail to help you make an informed decision.

What Is Sugar CRM?

SugarCRM is tailored for smaller companies seeking free or open-source software and those with specific CRM workflows. It offers a community edition that can be hosted on-premises, making it appealing for cost-sensitive organizations with in-house developers and existing server infrastructure. Unique features like the ability to build ads directly from the platform further streamline its use for businesses managing advertisements.

However, SugarCRM may not be the best fit for larger companies or organizations requiring advanced reporting capabilities. Its interface can feel outdated, potentially impacting user adoption, especially among sales teams. Additionally, while the community edition eliminates licensing fees, associated costs for support, upgrades, hosting, and security could make it as expensive as other SaaS options. Despite these limitations, SugarCRM remains a strong choice for companies prioritizing affordability and customization.



ERP Selection Requirements Template

This resource provides the template that you need to capture the requirements of different functional areas, processes, and teams.

HubSpot vs Sugar CRM Comparison

Navigating the choice between HubSpot vs Sugar CRM is a significant decision for businesses particularly looking for operational efficiency and strategic alignment. Thus, this section delves into the comprehensive comparison of HubSpot vs Sugar CRM across various critical dimensions.

HubSpot CRMSugar CRM
Data ModelIsn’t well-suited for complex operational use cases.The industrial workflows and ERP business objects might limit it to certain industries.
CRM FeaturesIt may not suit companies with deeper compliance, regulatory, and quoting needs.Natively built CPQ and subscription-centric workflows.
EcosystemThe second choice for most leading marketing technologies to integrate with.The integration ecosystem is not as developed as other mainstream CRM systems.
Marketing AutomationProvides an immersive experience as it’s part of the same product and data model.Capabilities would not as detailed as systems richer in upstream marketing processes.
IntegrationProvides options for seamless integration with other CRM systems, CMS platforms, and eCommerce tools.Not as advanced as those offered by some other CRM systems.
Operational CapabilitiesThe operational capabilities are not as detailed as some of the other CRM systems.Has detailed business object layers and pre-built capabilities for ERP-centric industrial verticals.
Territory and Comp PlanningThe weaker data model makes it less suitable for industries requiring robust out-of-the-box capabilities.Strong territory and comp planning capabilities built natively.
Customizability Custom objects come with significant limitations, particularly around parent-child hierarchies.Reporting capabilities are restricted.
PriceOffers a free version, but the price spikes substantially with tricky limits and tiers, making estimating prices highly challenging.While the community edition doesn’t have a licensing fee, organizations are responsible for support, upgrades, patches, hosting, and security.

HubSpot vs Sugar CRM Module Comparison

Both platforms offer a plethora of features and functionalities designed to streamline business operations and enhance efficiency. In this feature comparison, we delve into particularly the distinct capabilities of HubSpot vs Sugar CRM across various critical dimensions, providing insights to aid businesses in making informed decisions regarding their CRM selection. Thus, this section discusses features under each of the following modules, particularly marketing, sales, customer service and e-commerce.

Marketing

In this section, we are discussing a detailed comparison of the marketing capabilities particularly offered by HubSpot vs Sugar CRM. By examining their respective strengths and functionalities, particularly in managing marketing processes. Businesses can therefore gain valuable insights to determine the best-suited CRM solution for their marketing needs.

FeaturesHubSpot CRMSugar CRM
Content CreationOffers tools for creating blog posts, landing pages, and also marketing emails.Allows you to create and manage content such as email campaigns and landing pages.
SEO ToolsIncludes built-in SEO recommendations and also optimization features.Doesn’t have dedicated SEO tools.
Social Media ManagementAllows scheduling, publishing, and also monitoring of social media posts.Integrates with leading social media services.
Email MarketingIncludes email marketing tools with templates, automation, and also analytics.Offers sophisticated email marketing tools that helps to create, send, and track email campaigns.
AnalyticsProvides detailed analytics and reporting particularly on marketing campaigns.Provides real-time dashboards and reports of marketing, sales, and customer support metrics.

Sales

In this comparison, we explore and analyze the sales capabilities of HubSpot vs Sugar CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMSugar CRM
Lead ManagementManages leads with tracking and nurturing tools.Offers tools that help you capture, track, and nurture leads throughout the sales process.
Sales Pipeline ManagementVisualizes and also tracks sales pipeline stages and progress.Helps visualize and track the progress of deals, set milestones, and forecast revenue.
Email TrackingTracks email opens, clicks, and responses.Helps monitor open rates, click-through rates, and other key metrics.
Meeting SchedulingIntegrates with calendars for easy scheduling of meetings.Helps sync the calendar, send meeting invites, and track scheduled meetings.
Collaboration ToolsFacilitates team collaboration with shared information and tasks.Offers tools that facilitate teamwork and communication within the organization.

Customer Service

In this comparison, we explore and analyze the customer service capabilities of HubSpot vs Sugar CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMSugar CRM
Ticket SystemOffers a support ticketing system for customer inquiries.Helps create, track, and resolve support tickets.
Live ChatProvides live chat support for customer interactions.Provides live chat functionality to address customer queries instantly.
Customer Support AutomationAutomates customer support processes and workflows.Includes tools that streamline repetitive tasks and processes.
Omni-channel SupportSupports multiple channels like email, chat, and also social media.Supports omni-channel customer interactions, via various channels such as voice, chat, email, and self-service portals.

E-commerce

In this comparison, we explore and analyze the e-commerce capabilities of HubSpot vs Sugar CRM, shedding light particularly on their respective strengths and weaknesses.

FeaturesHubSpot CRMSugar CRM
Product Catalog ManagementManages product listings and also descriptions.Helps define, categorize, and organize a list of all products or services.
Order FulfillmentTracks and manages order processing and fulfillment.Offers capabilities through integrations with e-commerce platforms like Shopify.
Personalized Shopping ExperiencesCustomizes shopping experiences particularly based on customer behavior.Leverages generative AI to create personalized shopping experiences.

HubSpot vs Sugar CRM Pros

When evaluating CRM solutions, understanding the distinct advantages of HubSpot vs Sugar CRM is crucial. In this section, we are particularly exploring the strengths of HubSpot vs Sugar CRM across various dimensions. Thus, shedding light on their respective capabilities and functionalities.

HubSpot CRMSugar CRM
Stronger with upstream marketing and also content-driven workflows.Has community edition that can be hosted on-premises, making it favorable for companies with existing server infrastructure.
Has strong workflows and also custom-coded actions.Has the ability to build ads directly from the platform.
Offers consolidated platform that siloed apps.Great for cost-sensitive organizations with in-house developers.
Offering fairly detailed custom objects.Alignment with ERPs and subscription-based functionality.

HubSpot vs Sugar CRM Cons

Just like recognizing strengths is important, it’s also crucial to weigh the specific drawbacks of HubSpot vs Sugar CRM. Therefore, in this section, we will delve into the limitations and challenges associated with HubSpot vs Sugar CRM across various operational and financial dimensions.

HubSpot CRMSugar CRM
Not fit for ad-hoc flows.The interface lacks modernity, potentially hindering user adoption.
Overall expensive, also tiers are tricky to work with.Reporting capabilities are restricted.
The data model is rigid and also weak for B2B businesses.While the community edition doesn’t have a licensing fee, organizations are responsible for support, upgrades, patches, hosting, and security.
It may not suit companies particularly with deeper compliance, regulatory, and quoting needs.The integration and ecosystem are not as advanced as those offered by some other CRM systems.

Conclusion

Choosing between HubSpot vs SugarCRM ultimately depends on your business’s specific needs and priorities. HubSpot CRM is a robust choice for businesses, particularly SMBs, focusing on upstream marketing workflows, content-driven strategies, and seamless integrations across sales, marketing, and e-commerce tools. Its user-friendly interface and extensive ecosystem make it ideal for companies aiming for centralized management of digital operations, despite its higher pricing tiers and limitations in custom objects for certain industries.

On the other hand, SugarCRM is better suited for smaller companies or industrial mid-sized businesses with downstream operational processes and specific CRM workflows. Its community edition offers a cost-effective on-premises option for organizations with in-house developers, although the lack of modernity in its interface and restricted reporting capabilities may pose challenges. Both systems have their strengths and limitations, so businesses should carefully evaluate their specific needs. Also, seeking assistance from an independent CRM consultant can significantly aid the decision-making process.

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FAQs

Top 10 Non-Profit CRMs In 2025

Top 10 Non-Profit CRMs In 2025

Defining the needs of non-profit organizations as challenging would be an understatement. Many assume that non-profits are less complex than for-profit businesses due to their perceived lack of extensive commercial transactions. However, non-profits often face even greater challenges because of their fluid processes. These organizations blend various business models, including those typically associated with for-profit sectors like construction, real estate, commerce, education, and more. Their customer-facing operations, diverse audiences, and unique journeys are so varied that consolidating them into a single data model or system can be a significant undertaking.

Perhaps this is why the non-profit sector has access to countless CRM solutions tailored specifically to its needs. While many of these options may seem highly appealing at first glance, each comes with its own set of limitations. The most common challenge lies in addressing the diverse requirements of different non-profits. For instance, many CRMs offer robust grant and fundraising features, but they often lack the scalability needed to support other unique aspects of non-profits, such as operations related to construction, real estate, or education.

Top 10 Non-Profit CRMs In 2025

While the other class of CRM solutions offer greater flexibility in supporting diverse business models, they often demand significant consulting efforts, which is generally out of reach for most smaller non-profit organizations. This complexity frequently results in higher failure rates or poor adoption due to skill gaps and insufficient measures to minimize friction or streamline implementation. Moreover, variations in workflows add another layer of difficulty. For example, some non-profits emphasize recruitment and engagement at the initial stages, while others prioritize nurturing existing relationships and facilitating the smooth progression of their constituents. Given these challenges, which non-profit CRMs stand out as the best in 2025?



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Criteria

  • Definition of a non-profit organization. These are companies of any size in the non-profit ecosystem, such as cities, governments, schools, associations, foundations, charities, churches, charitable subsidiaries of large corporations, etc.
  • Overall market share/# of customers. The higher the market share among non-profit companies, the higher it ranks on our list.
  • Ownership/funding. The more committed the management to the product roadmap for the non-profit companies, the higher it ranks on our list.
  • Quality of development. The more cloud-native capabilities, the higher it ranks on our list.
  • Community/Ecosystem. The larger the community with a heavy presence from non-profit companies, the higher it ranks on our list.
  • Depth of native functionality for specific industries. The deeper the publisher-owned out-of-the-box functionality, the higher it ranks on our list.
  • Quality of publicly available product documentation. The poorer the product documentation, the lower it ranks on our list. 
  • Non-profit company market share. The higher the focus on non-profit companies, the higher the CRM system ranks on our list.
  • Ability to natively support diversified business models. The more diverse the product, the higher it ranks on our list.
  • Acquisition strategy aligned with non-profit companies. The more aligned the acquisitions are with the non-profit companies, the higher it rank on our list.
  • User Reviews. The deeper the reviews from non-profit companies, the higher the score for a specific product.
  • Must be a CRM product. It can’t be a module of an ERP system. It must be a best-of-breed CRM system, preferably recognized in the CRM category by leading analyst firms.

10. Neon CRM

Neon CRM, like other non-profit CRMs, is particularly structured in a very prescriptive way, offering many pre-built capabilities for non-profit workflows. However, just like other prescriptive systems, Neon CRM would be equally constraining, depending on the specific needs of your business model. Neon could be a great fit if you have straightforward business processes for a non-profit with fundraising and maybe simpler programs. More complicated audiences or workflows might be a stretch for Neon CRM. Thus, Neon CRM has secured the #10 spot on our list of top non-profit CRMs.

Strengths 
  • Built-in fundraising and event registration. The key strengths of Neon CRM lie in its built-in fundraising capabilities, as well as its event registration and event management features. 
  • Membership management. Membership management can also involve highly complex workflows, which can be a significant challenge to implement and configure on a standard CRM. Neon CRM contains some of these capabilities natively.
  • Volunteer scheduling​. Volunteers follow a unique data hierarchy, making it difficult to fit in with the existing structure of core and custom objects of standard CRMs. Neon has out-of-the-box capabilities to accommodate unique volunteer workflows.
Weaknesses 
  • Reporting capabilities. The reporting capabilities are relatively limited. The number of pre-built reports is generally low, requiring you to create custom reports.
  • Customizability. The platform lacks extensive customizability, making it a significant challenge to enable certain capabilities if they are not already available in the CRM.
  • Scalability beyond simpler business models​. Scalability can be a significant challenge. If your CRM needs to accommodate numerous customer experience touchpoints and processes, you may encounter difficulties, leading to using multiple CRMs and resulting in fragmented data and disconnected workflows.


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This is an in-depth guide with over 80 pages and covers every topic as it pertains to ERP selection in sufficient detail to help you make an informed decision.

9. Blackbaud Raiser’s Edge NXT/Blackbaud CRM

Blackboard’s Raiser’s Edge and Blackboard CRM are two distinct products aimed at different market segments. Raiser’s Edge is typically suited for smaller organizations, while Blackbaud CRM is designed for larger ones. It’s important to recognize that each product has its own support model, capabilities, and data model, which can vary significantly, even though they are from the same vendor. Hence, it has secured the #9 spot on our list of top non-profit CRMs.

Strengths 
  • Fundraising capabilities. Both Blackbaud products have been proven in non-profit verticals, requiring relatively robust fund-raising capabilities across several non-profit micro-verticals.
  • Events and membership capabilities. It offers strong event and membership capabilities natively.
  • Integration with Microsoft Power platform. Blackbaud integrates with the Microsoft Power Platform, enabling you to build custom ad-hoc workflows atop the core CRM data model, which is a unique plus as most non-profit companies require building unique processes.
Weaknesses 
  • Not great for volunteer management. It is not well-suited for volunteer management, as it lacks the necessary layers to enable complex hierarchies of volunteer management. Adding these features can be challenging, especially since Blackbaud is not as diverse as some other options on this list designed to support complex custom business processes.
  • Technology and cloud-native features. The system is quite prescriptive, particularly in terms of its technology and cloud-native features. 
  • Inconsistency between the on-prem and cloud versions. From a cloud-native perspective, features like enterprise search and mobility capabilities are quite limited. In some cases, you may end up using two different versions of the system. When sophisticated data is required, they may push you towards the on-prem version.

8. Kindful/Bloomerang

Bloomerang is designed for smaller non-profits and is similar to Neon CRM, but it is slightly larger in scale. The vendor is more established, with a greater number of installations overall compared to smaller vendors such as Neon. They are also owned by private equity, which could have its own set of pros and cons. While they will have the financial backing of private equity which might be a risky factor for family-owned products, the support from private equity-owned companies is generally inferior, requiring additional consulting support. Thus securing its spot at #8 on our list of top non-profit CRMs.

Strengths
  • Move management. Its robust move management capabilities accommodate different move types and their life cycles.
  • Donor cultivation. Its donor cultivation capabilities allow complex workflows related to different donor types and their interactions.
  • Easy to use​. The suite-centric approach is designed to serve a specific business model, which makes it relatively easier to use due to its flatter data model.
Weaknesses 
  • Grant tracking. One of the key limitations is grant tracking, as the data layers may not be as detailed. 
  • Data integrity. Limited constraints at the database level would cause data integrity issues with Bloomerang.
  • Not meant for education non-profit. Education non-profits require unique operational layers accommodating the needs of students, teachers, and parents, some custom features that would be challenging to implement on Bloomerang. 
  • Percentage fee per donation. Per donation fee might be difficult to estimate to compute the long-term TCO and plan.
  • Bloomerang payments (recently introduced)​. Tight coupling with their platform with potentially more expensive payment charges.

7. Virtuous

Virtuous is a prescriptive system similar to Neon CRM and Bloomerang, designed particularly for smaller non-profit organizations. It follows a very prescriptive approach, offering capabilities similar to those of the other systems. While it’s a great fit for smaller non-profit organizations with relatively straightforward needs, it might not be the best fit for larger or complex non-profit organizations. Therefore, it has secured the #7 spot on our list of top non-profit CRMs.

Strengths 
  • Best of breed capabilities for non-profit. It offers best-of-breed fundraising and volunteer management features.
  • Automation journeys. They also offer more automated journeys, which can be quite appealing. However, the data layers may not be as detailed, even though they provide some automation features. The experience will be similar to HubSpot but with less detailed data.
  • Integrated payment processing​. They also offer integrated payment processing, which can be beneficial if you’re looking for that feature. However, it’s important to consider which vendor they are using and whether you’ll have leverage in negotiating payment rates.
Weaknesses 
  • Higher price compared to smaller CRMs like Neon. While Virtuous is likely to have more detailed layers and advanced features compared to systems such as Neon, its price tag is generally more expensive.
  • Email templates are not user-friendly. Their technology is not as user-friendly as other platforms where business users can design templates without developers’ support.
  • Reporting is not as intuitive​. Although they may offer some capabilities, they might not be as detailed. Once you start using them, you’ll likely encounter several issues, and the reporting functionality may not be very intuitive. This is another limitation to consider.

6. Oracle CX Cloud

Oracle CX Cloud is ideal particularly for non-profit organizations seeking a scalable solution. It is an enterprise-centric system, so it may not offer all the nonprofit-specific features found in more prescriptive systems. However, if the organization has a complex model with multiple business areas—such as healthcare, real estate, construction, education, and traditional non-profit operations, it can accommodate diverse business models and customer personas. These systems are suitable for non-profits that need to handle different customer journeys across various sectors. Although the implementation budget may increase, Oracle CX Cloud is well-suited for large non-profits that require a scalable, customizable solution without budget constraints. Thus securing the #6 spot on our list of top non-profit CRMs.

Strengths 
  • Integrated HCM. They offer integrated HCM, so if your HCM processes are closely linked with your CRM processes, you would likely need this feature.
  • Integrated CPQ. They also include integrated CPQ and related workflows as part of the system. While non-profit organizations typically don’t have complex CPQ processes, if you do require them—for example, for grants or when calculating donations or proposals with complex variables. You’ll be able to enable these capabilities within the model.
  • Customizable for many business models​. The underlying data and process model allow supporting most business models and transactions.
Weaknesses
  • Expensive consulting to enable non-profit-specific workflows. The scalable data layer to support many business models would require substantial consulting effort to understand and configure diverse business models.
  • Steep learning curve.  The scalable data layers demand an understanding of data hierarchies not only from the implementation perspective but also for adoption.
  • Not meant for SMB companies​. If a small non-profit chooses this system, they are likely to face implementation and adoption challenges.

5. LeadSquared

LeadSquared is a prescriptive system tailored to specific industries. It is an excellent fit for organizations with a focused business model, such as those in the public sector or education, as it provides well-established, pre-built functionality for those sectors. The system’s capabilities are proven and tested in similar industries. However, as the organization expands and requires additional features outside the core strengths of LeadSquared, it may outgrow the system. In such cases, limitations may arise as the business model evolves beyond what LeadSquared can support. Thus, it has secured the #5 spot on our list of top non-profit CRMs.

Strengths 
  • Customizable. Although it is a prescriptive system, it offers more customization options due to its proven success in enterprise workloads and use cases. 
  • Well adopted among large public sector and education companies. It is widely adopted by large public sector organizations and educational institutions with a strong portfolio of clients. It is well-proven and highly regarded, which serves as a significant validation. 
  • Student accounts management​. For businesses part of the educational institution with complex student information management workflows that need to be closely integrated with CRM workflows, LeadSquared would be an excellent fit for this.
Weaknesses 
  • Limited security layers. The security layers are limited, as the system is not designed for enterprise-level workflows. 
  • Portal stability. Since their technology is not as modern as other CRM systems designed for collaboration, their portals struggle with stability and user experience.
  • Not as well adopted as a mainstream CRM​. While they are proven in the education and public sector, it’s not as recognized and adopted as other mainstream CRM systems such as Salesforce or HubSpot.

4. HubSpot CRM

HubSpot CRM is an excellent choice particularly for non-profit organizations seeking robust CMS capabilities or advanced upstream marketing workflows. While it has great features for non-profits interested in acquiring newer donors or constituents, it might not be the best fit for non-profits managing their Cx operations workflows on the platform because of the limited pre-built layers for non-profits. The generalized layers also have substantial limitations, such as insufficient parent-child relationships, rigid custom objects, and immutable core objects. Hence, it secured its spot at #4 on our list of top non-profit CRMs.

Strengths 
  • CMS was built with a platform for omnichannel tracking. The biggest plus with HubSpot is its omnichannel traceability, especially across upstream marketing channels for non-profit companies caring for website integration and traceability.
  • Ecosystem and integration. Although the ecosystem is rich, non-profit-specific options might be limited.
  • Cloud-native technology​. Compared to other platforms on this list that grew through the acquisition of legacy technologies, HubSpot was built from the ground up, managing the entire suite with one code base and data model.
Weaknesses
  • Limited custom objects. Custom objects are highly constraining in their limited layers, such as parent-child relationships, etc., causing substantial challenges with customization.
  • Limited workflow triggers. The workflow triggers are not as detailed as those of platforms such as Salesforce or Zoho, limiting even simpler operations such as CRUD on business objects and causing implementation challenges for non-profits.
  • Limited customizability with core objects​. Even core objects are substantially limited, such as the inability to remove (or rename) deal objects, especially since most non-profits would require move management capabilities, requiring them to rename or remove deal capabilities completely.


ERP Selection Requirements Template

This resource provides the template that you need to capture the requirements of different functional areas, processes, and teams.

3. Zoho CRM

Zoho CRM is a better fit for transactional use cases. While it may not offer the same depth in upstream marketing automation or CMS capabilities as HubSpot CRM, it excels in operational and transactional features, making it a strong choice for most non-profit sectors. Thus, it has secured the #3 spot on our list of top non-profit CRMs.

Strengths 
  • Detailed triggers on custom objects. The strengths of Zoho CRM include detailed triggers for custom objects, making it easier to implement non-traditional workflows required by non-profit organizations.
  • Price for Zoho One. Zoho One offers a single price point, which makes it easier for nonprofits to calculate their costs. When compared to the pricing of platforms like HubSpot or Salesforce, Zoho CRM offers significantly more value for the same cost, which is a major advantage.
  • Customizable layout and screens​. The platform offers highly customizable layouts and screens, which is particularly beneficial for nonprofits with complex needs. For scenarios such as grant or fund accounting/reporting where CRMs would host some of these processes along with an ERP system, Zoho CRM may not be as strong due to the limited pre-built layers and complexity in enabling these capabilities.
Weaknesses 
  • Data model is completely separate for each app. The data model is entirely separate for each app, limiting embeddedness and communication among their apps. 
  • CMS not as robust as HubSpot. The CMS may not be as robust as HubSpot, and it isn’t as well-known or proven within some ecosystems. As a result, there may be fewer integrations and third-party apps available with Zoho CRM. 
  • No communication across data centers. Their data centers don’t allow any communication among them, limiting capabilities for non-profits with global operations with a preference to keep data and processes in their respective countries.

2. Microsoft Dynamics 365 Apps 

Microsoft Dynamics 365 CE is ideal for particularly organizations that need a highly customizable CRM. Non-profits, regardless of their market verticals, often require this level of customization due to the complexity of their business models, which is unique compared to other industries. Hence, it has secured the #2 spot on our list of top non-profit CRMs.

Strengths 
  • Power platform. The power platform is a huge plus for non-profits as it allows building collaborative ad-hoc workflows on top of the core Microsoft platform.
  • Data model designed for complex operational use cases. The data model has layered hierarchies to capture real-world relationships, even for the most diverse non-profit companies.
  • Ecosystem and integrations​. The ecosystem includes apps like Mission CRM, which is built on Microsoft Dynamics 365 CE, offering a prescriptive experience on top of the Microsoft platform.
Weaknesses 
  • Upstream marketing capabilities. Despite being great for transactional and operational use cases, it might not be the best fit for non-profit companies that are heavier in upstream marketing activities such as website integration and traceability with upstream channels.
  • Upstream marketing integrations. While MS has one of the richest ecosystems, the ecosystem is primarily concentrated with operational systems and vendors, limiting integration options with data platforms or ad exchanges.
  • Consulting costs​. The detailed data layers would require substantial consulting expertise for implementation and adoption.

1.  Salesforce CRM

Salesforce is a strong option for large nonprofits in need of an enterprise-grade CRM suite, but it often requires a significant consulting budget. Many best-of-breed components are needed to enable various non-profit workflows, and while the provided service pack can be helpful, it might not fully address all needs. Extending it to fit specific use cases could be challenging, requiring careful planning and expert guidance, such as working with independent CRM or ERP consultants experienced with non-profit CRMs. Non-profits often need deeply integrated capabilities, like fund and grant traceability, which demand a robust data model and also some ERP experience within CRM workflows. Thus, Salesforce secured the #1 spot on our list of top non-profit CRMs.

Strengths
  • Pre-populated industry templates. Salesforce offers a service pack with non-profit-specific native business objects, reducing implementation costs and risks. 
  • Highly customizable. Just like MS, Salesforce custom objects are highly customizable, exposing a complete development framework above the core platform.
  • Enterprise territory planning and sales comp. It offers highly customizable options for enterprise territory planning and sales compensation, along with other related features.
Weaknesses 
  • Marketing automation products are not as embedded with the core CRM objects. The marketing automation product is not deeply embedded. While there are many CMS players within the Salesforce ecosystem, they would have their own set of challenges, increasing project, implementation, and integration budgets.
  • Expensive consulting costs. Salesforce is an enterprise-grade platform that requires a substantial budget for implementation and adoption.
  • Website integration would require additional add-ons​. Website integration would require additional add-ons, and the experience may not be as immersive as what is offered by other systems, such as HubSpot.
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ERP Implementation Failure Recovery

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Conclusion

Non-profit organizations face unique challenges that require tailored solutions, particularly when it comes to CRM systems. The top non-profit CRM options reflect a diverse range of strengths and weaknesses, catering to various needs such as fundraising, event management, and operational scalability. Systems like Salesforce and Microsoft Dynamics 365 lead the list for their robust customization capabilities and comprehensive ecosystems, making them ideal for particularly large-scale organizations with complex workflows. 

Meanwhile, more prescriptive systems such as Neon CRM, Bloomerang, and Virtuous serve smaller non-profits with straightforward processes, offering ease of use and pre-built functionalities but limited scalability. Options like HubSpot and Zoho strike a balance by providing powerful marketing tools and flexible layouts, albeit with certain limitations in custom objects and data model communication. Ultimately, the choice of a CRM system for a non-profit depends on factors like the size of the organization, the complexity of its operations, and also budget constraints. While this list offers valuable insights, seeking advice from an independent CRM consultant can greatly enhance the implementation success.

FAQs

Top 10 Large CRMs In 2025

Large companies, like other market segments, have specific needs that call for specialized capabilities. As they move beyond the mid-market segment, these organizations must unify their global workloads within a single system to enable cohesive governance and effective global planning. Their workflows and security needs often involve multiple approval stages and layered access controls, which may seem excessive for mid-market businesses. With global teams, diverse business models, and complex compensation structures, their RevOps processes require a heightened level of customization.

CRMs in this category are designed with robust infrastructure to support the complex workflows of larger teams. They include tools for environment migration with carefully managed access privileges and offer an intuitive customization layer to enable enterprise-scale development and implementation. Additionally, these CRMs often integrate enterprise-grade data warehouses, consolidating data from numerous systems and departments. They also feature data structures capable of accommodating any datasets required by sales and marketing teams, utilizing reverse ETL processes for seamless integration.

Top 10 Large CRMs In 2025

In the mid-market segment, processes like market development funds (MDF) or channel traceability may not be as critical due to lower spending levels. However, in the larger enterprise segment, these processes must be seamlessly integrated on a global scale to evaluate the impact of marketing investments and inform strategic planning. These requirements often vary by industry. For instance, consumer-focused enterprises such as financial services or telecom frequently implement extensive customizations on their core CRMs to analyze consumer behavior and craft marketing strategies accordingly. This can lead to the development of additional custom applications for data collection. Considering these specialized needs, which are the top 10 large CRMs in 2025?



The 2025 Digital Transformation Report

Thinking of embarking on a ERP journey and looking for a digital transformation report? Want to learn the best practices of digital transformation? Then, you have come to the right place.

Criteria

  • Definition of large organizations. More than $1B in revenue or more than 1000 employees. Might be publicly traded and operating in more than ten countries. Global regulations for privacy and data sharing.
  • Overall market share/# of customers. Higher market share among large companies ranks higher on our list.
  • Ownership/funding. Funding through well-capitalized firms as well as public equity, drives a higher ranking on this list.
  • Quality of development. Cloud-native capabilities and modern development drive higher rankings on our list.
  • Community/Ecosystem. Communities with a heavier presence of large logos drive higher rankings on this list.
  • Depth of native functionality for specific industries. Native industry-specific capabilities without requiring add-ons command higher rankings on this list.
  • Quality of publicly available product documentation. Publicly available documentation with a productized release cycle for documentation drives higher rankings on this list. 
  • Larger company market share. The higher the focus on large companies, the higher the ERP system ranks on our list.
  • Ability to natively support diversified business models. The ability to support diverse business models in the same product scores a higher ranking on this list.
  • Acquisition strategy aligned with large companies. The more aligned the acquisitions are with the large companies, the higher it ranks on our list.
  • User Reviews. User reviews concentrated with large companies command higher rankings on our list.
  • Must be a CRM product. It can’t be a module of an ERP system. It must be a best-of-breed CRM system, preferably recognized in the CRM category by leading analyst firms.

10. ServiceNow

ServiceNow is not traditionally seen as a major CRM player and holds a limited market share in the CRM space. Its primary focus has been on IT-centric workflows and device or asset management processes. This makes it particularly strong in industries like telecom, where large IT departments and extensive asset management are key. ServiceNow’s strength lies in enabling sophisticated workflow automation, which is crucial in CRM operations, making it a standout choice for businesses requiring such capabilities. Hence, ServiceNow has secured the #10 spot on our list of top large CRMs.

Strengths 
  • Data center and IT-centric operational processes. For data centers or IT-centric verticals, CRMs must cater to industry-specific needs, particularly in CPQ  processes. These CPQ functionalities must integrate seamlessly with operational systems. 
  • Workflow automation. Even though most CRM systems claim similar capabilities, ServiceNow excels in managing workflows more effectively, particularly for enterprise enablement. 
  • Enterprise security and customizability​. This includes handling comprehensive GRC processes and integrating hybrid technologies.
Weaknesses 
  • Not as well adopted as a CRM solution. They are not as well adapted as the CRM solution compared to other CRM systems on this list.
  • Requires substantial consulting expertise to be successful. It is a highly technical system, often requiring significant consulting support for successful implementation. Unlike many other CRM systems, it may lack pre-built workflows, necessitating deep enterprise architecture and IT expertise to tailor the system effectively to an organization’s needs.
  • Upstream marketing​. It is going to be fairly limited as well. They are not going to be natively built as part of the platform.


ERP Selection: The Ultimate Guide

This is an in-depth guide with over 80 pages and covers every topic as it pertains to ERP selection in sufficient detail to help you make an informed decision.

9. LeadSquared

LeadSquared is a unique system with a strong industry focus. It is commonly found in sectors like public sector, education, and BSFI. While it has proven capability of handling enterprise workloads in larger market segments, its approach is highly prescriptive. For organizations operating in specific industries, such as public sector education or BFSI, where business models are stable and unlikely to evolve significantly, LeadSquared offers valuable industry-specific capabilities. These features can help streamline operations but may require a significant consulting budget to customize beyond standard CRM functionalities. Therefore, LeadSquared has secured the #9 spot on our list of top large CRMs.

Strengths 
  • Customizable. While customizable, LeadSquared doesn’t offer the same level of flexibility as ServiceNow. In contrast, LeadSquared provides a more business-focused model, catering to different needs but offering less customization.
  • Well adopted among large public sector and education companies. This has been proven by a large number of logos in the public sector and education companies.
  • Student accounts management​. LeadSquared also supports student account management workflows, which are essential for educational institutions. These workflows, including student account management, student cloud, or student information systems, need seamless integration with CRM processes.
Weaknesses 
  • Limited security layers. Its security model may not support as many enterprises as with larger systems designed to support the complex organizational structure of Fortune 500 companies.
  • Portal stability. Users have reported issues with portal stability, so buyers are encouraged to vet these capabilities thoroughly if they are likely to be your critical needs.
  • Not as well adopted as a mainstream CRM​. While it’s proven in the niche industries, it’s not as diverse as other mainstream CRM systems on this list.

8. Sugar CRM

SugarCRM is heavier on downstream operational customer-facing processes. Unlike other CRMs on this list primarily designed with an upstream focus, the detailed transactional layers are especially suitable for large companies running on manufacturing ERPs. It also has unique subscription-centric capabilities, making it appealing to IT and financial services industries. While some lower enterprises may be using Sugar CRM at the divisional level, it’s not as proven in the large segment as some of the other larger options on this list, securing its spot at #8 on our list of top large CRMs.

Strengths
  • BPM for complex ad-hoc use cases. They offer a comprehensive BPM solution, positioning it as a low-code, no-code workflow system designed for handling complex, ad hoc use cases. 
  • Alignment with ERPs and subscription-based functionality. Its financial layers are crucial for customer-centric workflows in ERP-centric industries. Its subscription-based functionality is especially relevant for IT and financial services.
  • Integrated project management module​. This capability is likely more suitable for organizations where project management processes are closely integrated with sales processes rather than with accounting.
Weaknesses 
  • Not as diverse. SugarCRM targets very specific industries, so it might not be the best fit for large companies active with M&A cycles due to their ever-evolving business model.
  • Integration and ecosystem. The integration and ecosystem are not as advanced as those offered by some other CRM systems.
  • Marketing automation​. While SugarCRM has marketing automation capabilities and might be friendlier for companies that might not appreciate the expensive and ever-increasing price tag of platforms such as HubSpot, making it friendlier for large companies with limited budgets.

7. HubSpot CRM

HubSpot CRM is an excellent choice for large companies using it alongside another CRM designed for operational downstream use cases. Its scope in this market segment is limited due to its inability to handle complex transactional workflows, such as sales compensation or territory planning. These workflows require robust data layers that are not part of HubSpot’s model. Hence, HubSpot CRM has secured the #7 spot on our list of top large CRMs.

Strengths 
  • Marketing automation. HubSpot CRM excels in marketing automation, offering robust capabilities. If your primary goal is connectivity and traceability with the website, this system could be an excellent choice.
  • Ecosystem and integration. It also offers a strong ecosystem and integration options supported by an extensive community. If certain capabilities are not available natively, the ecosystem often provides alternative solutions.
  • Omnichannel tracking across channels​. The biggest plus with HubSpot is its omnichannel traceability, especially across upstream marketing channels
Weaknesses 
  • Limited customizability. HubSpot’s customizability is somewhat limited, which can be a key drawback for this market segment. As a result, businesses may outgrow HubSpot relatively quickly.
  • Limited operational capabilities. The operational capabilities are not as detailed as some of the other CRM systems
  • Not suitable for large companies unless used for marketing automation in conjunction with another CRM​. HubSpot CRM may not be the best fit for this market segment unless it is being used specifically for marketing automation purposes.

6. Zoho CRM

Zoho CRM offers more operational capabilities than systems like HubSpot CRM. However, its data model lacks the tight integration found in some other CRM systems. The apps within Zoho are relatively disconnected, making it less suitable for the global consolidation of customer experience workflows across multiple geographic regions. For instance, if a company operates in several countries and aims to centralize customer-centric processes, Zoho may face limitations. Its data centers may not effectively communicate, restricting the ability to consolidate customer-centric workflows. Therefore, it has secured the #6 spot on our list of top large CRMs.

Strengths 
  • Data model similar to Salesforce for building complex workflows. The data model closely resembles Salesforce, offering robust technical capabilities for creating complex workflows. 
  • Great capabilities with sales comp and territory planning. From a sales compensation and territory planning standpoint, Zoho offers significant capabilities. However, its less integrated data model may pose challenges in fully enabling these features.
  • Integration with other Zoho apps​. Zoho CRM excels in integrating with other Zoho applications. While this may be less critical in certain market segments, it becomes highly relevant if you require integration with project management tools, as Zoho offers comprehensive capabilities in this are
Weaknesses
  • Not as integrated in the upstream ecosystem. The upstream ecosystem and integration are not as developed as other leading options such as HubSpot or Salesforce.
  • Not as open ecosystem as HubSpot or Salesforce. Zoho is less open, making HubSpot or Salesforce a more popular recommendation among vendors due to their stronger integration with them.
  • Not as well adopted among large companies​. Not as well adopted among large companies, Zoho CRM is more suitable for smaller to mid-sized businesses.

5. Creatio

Creatio is a highly technical system, comparable to platforms like ServiceNow or Pega. It is well-suited for organizations with unique or unconventional sales processes requiring extensive customization. This system is ideal for large companies seeking to implement highly tailored CRM workflows. Creatio’s low-code/no-code capabilities make it a strong choice for enabling complex workflows without extensive programming, providing flexibility for businesses with specialized needs. Therefore, it has secured the #5 spot on our list of top large CRMs.

Strengths 
  • Customizability. The biggest benefit of Creatio is its customizability because of its fluid technical model, which will have much higher scalability for ad-hoc processes than any business-centric business objects and platforms exposed by most systems on this list.
  • Integration and ecosystem. You have greater flexibility in terms of integration options and exploring various features within their ecosystem.
  • Deployment flexibility. For instance, if you’re working with a tight budget and are concerned about licensing costs, they may assist you in deploying the system on another cloud platform.
Weaknesses 
  • Clunky UI. Because of which, you’ll need to build all the necessary boilerplate components that are typically included in systems like HubSpot or Salesforce.
  • Marketing automation not as intuitive. While they might mimic some marketing automation capabilities, it might not be as intuitive as platforms designed for marketing automation, such as HubSpot.
  • Not as well adopted among large companies. Not as well adopted among large companies, Creatio is often seen as more suitable for smaller to mid-sized businesses, so it will fit large companies in the lower enterprise segment.

4. SAP C/4 HANA

SAP C/4HANA is ideal for companies operating in industries with high transaction volumes and strict regulatory requirements. For instance, in sectors like medical devices or pharmaceuticals, CPQ workflows often need to adhere to regulatory constraints. Similarly, in financial services, customer workflows involve stringent restrictions that demand robust enablement within CX processes. Smaller systems may lack the necessary layers or hierarchies to handle such complexities effectively. With SAP C/4HANA, businesses benefit from both extensive customization capabilities and advanced security layers to support and control these workflows seamlessly. Hence, it has secured the #4 spot on our list of top large CRMs.

Strengths 
  • Operational workflows. The operational workflows will generally be much more comprehensive, offering deeper and more advanced capabilities for implementing sales funnel scenarios or territory planning scenarios.
  • CPQ. The CPQ processes are especially friendlier for industrial companies implementing configurator-driven 3D experience, which might be challenging with other systems using an external CPQ and configurator because these processes require tightly embedded data sets among these systems.
  • Complex sales comp processes and regulated product releases​. The system allows the implementation of all those complex regulatory workflows, including sales compensation and territory planning workflows, effectively.
Weaknesses
  • Marketing automation. The marketing automation capabilities are generally limited, so an external tool may be necessary, which is acceptable, but it won’t provide as much integration. 
  • Need substantial consulting support for integration. From a traceability standpoint, maintaining the required data layers and enabling those workflows will require significant consulting support for customization.
  • Ecosystem and integration with marketing-centric vendors​. Other systems tend to offer more seamless integration between marketing automation, CMS, and operational workflows.


ERP Selection Requirements Template

This resource provides the template that you need to capture the requirements of different functional areas, processes, and teams.

3. Oracle CX Cloud

Oracle CX Cloud offers robust CRM capabilities, particularly excelling in areas like traceability for ad spend and CPQ processes. Its strengths often surpass those of SAP C/4HANA, depending on the industry. For instance, in retail-focused sectors with consumer-driven workflows, Oracle CX Cloud stands out with its superior marketing automation and customer experience features. Similarly, in telecom verticals, which often have consumerized workflows, Oracle enjoys a strong market presence. Additionally, for public sector and nonprofit organizations, Oracle provides highly integrated products that align seamlessly with CRM workflows, making it a standout choice for these industries. Hence, Oracle secures the #3 spot on our list of top large CRMs.

Strengths 
  • Enterprise-grade marketing automation product. It offers an enterprise-grade marketing automation product, similar to Pardot, which is tightly integrated with its CRM workflows, providing robust marketing and automation capabilities.
  • CPQ. The CPQ processes are especially friendlier for telecom and media companies because of their data model, which might be challenging with other systems using an external CPQ and configurator because these processes require tightly embedded data sets among these systems.
  • Field service workflows embedded with the core CRM processes. Salesforce also offers a field service portfolio, making it suitable for industries like oil and gas or public sector verticals that require omni-channel traceability and the ability to integrate these capabilities effectively.
Weaknesses 
  • Upstream marketing integrations and ecosystem. The upstream marketing integration and ecosystem are comparable to those found in solutions like SAP C/4HANA.
  • Requires consulting help. Maintaining the required data layers and enabling those workflows will require significant consulting support for customization.
  • Change management​. Since the platform is relatively large and technical, substantial change management is required to be successful.

2. MS Dynamics 365 Apps 

Microsoft Dynamics 365 CE is ideal for companies seeking a highly customizable CRM system with enterprise-grade capabilities. While the platform is designed with a business-centric approach, it offers extensive flexibility for customization, allowing users to tailor the system to their specific needs. However, implementing such customizations often requires hiring skilled developers, unlike more user-friendly systems like HubSpot, where marketers can handle certain tasks independently. For organizations with complex enterprise scenarios that demand advanced customization, Microsoft Dynamics 365 CE proves to be a strong and relevant choice.

Strengths 
  • Power platform. This allows for building custom apps on top of the CRM and facilitating data collection for workflow automation. This capability is particularly advantageous for service-centric industries, which often require managing ad hoc workflows. 
  • Data model designed for complex operational use cases. Unlike other smaller systems with substantial constraints to their custom objects exposed for ease of use, MS offers a developer-friendly customization layer, allowing the overriding of most capabilities.
  • Ecosystem and integrations​. The ecosystem and integrations offer a wide array of add-ons and tools specifically tailored to various industries.
Weaknesses 
  • Upstream marketing capabilities. While stronger with CDP capabilities, the execution capabilities combining various business models are not as robust, requiring dedicated marketing automation tools for each business model.
  • Upstream marketing integrations. Upstream marketing integration would be limited compared to other ecosystems for specific business models such as B2B or B2C, which are likely to be stronger with dedicated tools for those industries, such as HubSpot for B2B and Klaviyo for B2C.
  • Steep learning curve​. Due to its data and process model designed for enterprise workflows, the learning curve would be steep.

1.  Salesforce CRM

Salesforce offers capabilities comparable to Microsoft Dynamics 365 CE, supporting complex transactional and operational models to develop advanced customer-centric workflows. It is particularly suited for large enterprises looking for a robust, enterprise-grade CRM suite to meet their intricate business requirements. Hence, Salesforce CRM has secured the #1 spot on our list of top large CRMs.

Strengths
  • Pre-populated industry templates. Certain industry templates, such as those for financial services, education, and non-profits, come pre-populated within the service packs. However, challenges may arise if processes vary substantially from the service packs, as their model is generally highly constrained. 
  • Highly customizable. The core platform offers substantial customization capabilities, exposing the entire UI, service, or data layers for developers to override the capabilities, which is generally limited with other platforms.
  • Enterprise territory planning and sales comp. Territory planning and sales comp capabilities are enterprise-grade or large, complex organizations.
Weaknesses 
  • Marketing automation products not as embedded with the core CRM objects. Salesforce’s marketing automation product is not as tightly integrated with its core CRM objects, which can be a significant drawback. This may be a challenge for businesses requiring a deeply connected experience with marketing automation workflows.
  • Expensive. Generally, Salesforce is one of the most expensive CRMs out of all platforms due to its enterprise-grade capabilities so it might not be the best fit for large companies limited on budget.
  • Data models might not be as customizable for complex relational use cases​. The data model may lack the level of customizability needed for certain relational use cases.
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Conclusion

In conclusion, selecting the right CRM for large enterprises is a critical decision that hinges on understanding the unique needs of the organization. Each platform on this list offers distinct strengths tailored to various industries and business models, from advanced marketing automation to intricate operational workflows. The top CRMs distinguish themselves by balancing customization, scalability, and native functionalities while addressing the complexities of global operations.

However, no CRM is without its limitations. Factors such as integration capabilities, ease of customization, and cost considerations play a significant role in determining the best fit. While this list offers valuable insights, seeking advice from an independent CRM consultant can greatly enhance the implementation success.

FAQs

Top 10 Mid-Sized CRMs In 2025

Mid-market companies, like any other market segment, have distinct complexities that require tailored CRM capabilities. Having outgrown small business CRMs, they now face challenges that were less relevant in their earlier stages. This realization allows them to justify a larger implementation budget to address obstacles hindering growth. At this stage, the focus often shifts to strengthening revenue operations, with an emphasis on territory planning and compensation alignment driving revenue growth. In contrast, small businesses typically rely on multiple tools within their marketing tech stack, creating a need for consolidation to unlock cross-departmental synergies as they scale.

The need for diverse business models and varying sales cycles drives demand for customizable platforms that unify layered business objects and their interactions. This allows teams to collaborate effectively on a single system. For example, in media, sponsorship, and events, teams may share contacts, while in non-profits, fundraising and constituent management teams often overlap. Cross-departmental insights can boost pipelines but are often hindered in the small business phase due to data silos, as limited budgets and one-dimensional systems designed for specific business model lead to fragmented CRMs and reduced collaboration.

Top 10 Mid-Sized CRMs In 2025

While some level of consolidation is possible in the mid-market segment, global teams may still operate on separate CRM instances with limited collaboration and synergy. This is often due to varying privacy and compliance laws across geographies, which can make enterprise-grade systems appear overly complex. Additionally, mid-sized CRMs may lack features like layered approval flows, as these are often deemed unnecessary for smaller teams where detailed permission and approval layers are less critical. Considering these unique needs, what are the top 10 mid-sized CRMs for 2025? Ready to dive into the discussion?



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Criteria

  • Definition of mid-size organizations. $100M-$1B in revenue or less than 1000 employees. They might be operating in fewer than ten countries. Getting the proper planning and scheduling is critical for growth. The integration of processes and systems is essential to plan and scale.
  • Overall market share/# of customers. Higher market share among mid-market companies ranks higher on our list.
  • Ownership/funding. Funding through well-capitalized firms as well as public equity, drives a higher ranking on this list.
  • Quality of development. Cloud-native capabilities and modern development drive higher rankings on our list.
  • Community/Ecosystem. Communities with a heavier presence of mid-market logos drive higher rankings on this list.
  • Depth of native functionality for specific industries. Native industry-specific capabilities without requiring add-ons command higher rankings on this list.
  • Quality of publicly available product documentation. Publicly available documentation with a productized release cycle for documentation drives higher rankings on this list. 
  • Mid-market market share. Higher revenue segmentation among mid-market companies drives higher rankings on this list.
  • Ability to natively support diversified business models. The ability to support diverse business models in the same product scores a higher ranking on this list.
  • Acquisition strategy aligned with mid-market. Acquisitions prioritizing mid-market segments command a higher ranking on this list.
  • User Reviews. User reviews concentrated with mid-market companies command higher rankings on our list.
  • Must be a CRM product. It can’t be a module of an ERP system. It must be a best-of-breed CRM system, preferably recognized in the CRM category by leading analyst firms.

10. Keap

Keap, with its strong presence in the small business market, may suit some mid-market companies with simpler needs, lower implementation budgets, and a preference for ease of use. However, its limitations in supporting layered custom objects and complex business models make it less ideal for organizations with diverse sales cycles, placing it at #10 on our list of top mid-sized CRMs.

Strengths 
  • HIPAA compliance. Although its capabilities are limited, Keap stands out as one of the few CRM systems in the market that supports HIPAA-compliant information storage.
  • Workflows. Although Keap is a relatively small system, it offers workflows within its object structure. This includes capabilities like marketing automation workflows and field updates triggered by specific actions.
  • Building complex funnels​. Building complex funnels is possible with Keap, though limitations can arise. These limitations may not always be technical; sometimes, they are due to licensing, depending on the selected tier.
Weaknesses 
  • Limited capabilities for territory planning. Some other limitations with the Keap system include limited capabilities for territory planning, which may be essential in this market segment. Keap may be restricted in this area due to its security architecture and the specific capabilities required for territory planning. 
  • Limited sales comp capabilities. The sales comp capabilities are fairly limited as well, because the target market of Keap is relatively smaller.
  • Limited workflow and security. While Keap includes workflow and security layers, these are quite limited. It’s essential to conduct thorough due diligence by mapping out required workflows, defining security needs, specifying roles, and identifying necessary capabilities. Documenting these requirements in advance helps ensure you ask targeted questions aligned with your workflow priorities and system design plans when evaluating Keap.


ERP Selection: The Ultimate Guide

This is an in-depth guide with over 80 pages and covers every topic as it pertains to ERP selection in sufficient detail to help you make an informed decision.

9. Zendesk Sell

Zendesk Sell is quite similar to Keap, offering a relatively restrictive and rigid model. It is primarily targeted at smaller businesses, not necessarily the mid-market segment. However, we’ve seen some mid-market companies using it as well, but often for limited purposes. For instance, even if a large company, such as one worth a billion dollars, is listed as using Zendesk Sell, it may only be adopted by one division, which limits its overall scope. So, while it may appear to serve larger companies, its usage is often more confined and has a smaller scope overall. Hence, it has secured the #9 spot on our list of top mid-sized CRMs.

Strengths 
  • Intuitive interface. The strengths of Zendesk include a modern and intuitive interface, similar to Keap, as both are relatively newer systems. At first glance, Zendesk appears user-friendly, but as usage deepens, limitations may become apparent in terms of available options.
  • Customer service-centric workflows. The suite also includes customer service-centric workflows, so if customer experience touchpoints are part of the integration, these are available. However, despite being from the same vendor, the integration within the suite remains relatively light.
  • Easy and inexpensive implementation. Flattened data models and hierarchies make it easier to use and implement for mid-market companies with straightforward sales cycles.
Weaknesses 
  • Weaker marketing automation. The marketing automation capabilities are not as rich as some of the other systems that we have on this list. 
  • Limited capabilities for territory planning. Just like Keap the territory planning, capabilities are going to be fairly lean.
  • Limited sales comp capabilities. Sales comp capabilities are a slightly mature feature, they are going to be part of slightly bigger systems. So Zendesk and Keap, they are fairly smaller systems.

8. ActiveCampaign

ActiveCampaign originally started as a marketing automation system, and its design reflects that focus. While it has expanded its capabilities to include CRM features, its object structure is still more aligned with marketing automation than with downstream processes. If you frequently send a large volume of emails, ActiveCampaign may be a more cost-effective option, as its pricing model is friendlier for volume requirements due to its closer alignment to B2C verticals. However, some users have reported significant price increases. Therefore, it has secured the #8 spot on our list of top mid-sized CRMs.

Strengths
  • Community enablement and engagement tracking. While systems like Marketo and Salesforce also offer community functionality, their approach differs from ActiveCampaign. ActiveCampaign focuses more on events and omnichannel traceability within the community engagement framework. 
  • B2C Capabilities. Unlike other systems designed purely for B2B use cases, ActiveCampaign has pre-built workflows with most leading eCommerce systems along with transactional emails. It can also support complex, franchise-based business models that have flavors of both B2B and B2C.
  • Cost of bulk emails​. Cost is likely to be a consideration when it comes to bulk emails, and if that’s important to you, ActiveCampaign could be an excellent choice.
Weaknesses 
  • CRM data layers limited for B2B businesses. The CRM data layer might not be as relevant for B2B scenarios, especially for businesses with complex requirements like managing MDF funds or conducting detailed budget tracking. 
  • Limited capabilities for territory planning. Advanced features such as territory planning, which are found in systems that are stronger in downstream processes, are relatively limited.
  • Limited sales comp capabilities​. Just like territory planning features, sales comp features are equally limited as those of other systems on this list.

7. Creatio

Creatio is a low-code/no-code platform with many pre-built processes for CRM workflows. Not only can you enable CRM processes, but if you need additional processes for customer experience (CX), Creatio provides significant flexibility to accommodate those as well. Hence, it has secured the #7 spot on our list of top mid-sized CRMs.

Strengths 
  • Customizability. The biggest benefit of Creatio is its customizability because of its fluid technical model, which will have much higher scalability for ad-hoc processes than any business-centric business objects and platforms exposed by most systems on this list.
  • Integration and ecosystem. You have greater flexibility in terms of integration options and exploring various features within their ecosystem.
  • Deployment flexibility. For instance, if you’re working with a tight budget and are concerned about licensing costs, they may assist you in deploying the system on another cloud platform.
Weaknesses 
  • Expensive. It can be quite expensive, as they require significant consulting support and solution architecture expertise to enable workflows. It’s important to keep this in mind, as the costs can add up. However, if you have highly customizable workflows, such as in industries like real estate or the public sector, these systems are invaluable, as they support non-traditional sales processes that differ significantly from the norm.
  • Clunky UI. Because of which, you’ll need to build all the necessary boilerplate components that are typically included in systems like HubSpot or Salesforce.
  • Marketing automation not as intuitive​. While they might mimic some marketing automation capabilities, it might not be as intuitive as platforms designed for marketing automation, such as HubSpot.

6. Sugar CRM

SugarCRM is an ideal fit for industrial mid-sized companies that are heavier on downstream operational customer-facing processes. Unlike other CRMs on this list primarily designed with an upstream focus, the detailed transactional layers are especially suitable for companies on manufacturing ERPs. It also has unique subscription-centric capabilities, making it appealing to IT and financial services industries, securing its spot at #6 on our list of the top mid-sized CRMs.

Strengths 
  • BPM for complex ad-hoc use cases. They offer a comprehensive BPM solution, positioning it as a low-code, no-code workflow system designed for handling complex, ad hoc use cases. 
  • Alignment with ERPs and subscription-based functionality. Its financial layers are crucial for customer-centric workflows in ERP-centric industries. Its subscription-based functionality is especially relevant for IT and financial services, a limitation requiring add-ons to integrate with other systems.
  • Integrated project management module​. This capability is likely more suitable for organizations where project management processes are closely integrated with sales processes rather than with accounting.
Weaknesses
  • Not as diverse. SugarCRM targets very specific industries, so if your business model includes elements outside of their core expertise, it might not be the best fit as layers relevant to their core industries, such as industrial or IT might come across as bloated and unnecessary for other industries.
  • Integration and ecosystem. The integration and ecosystem are not as advanced as those offered by some other CRM systems.
  • Marketing automation​. While SugarCRM has marketing automation capabilities and might be friendlier for companies that might not appreciate the expensive and ever-increasing price tag of platforms such as HubSpot, marketing automation capabilities would not be as detailed as systems richer in upstream marketing processes.

5. Pipedrive CRM

Pipedrive CRM shares similarities with other prescriptive CRMs on this list, like Zendesk Sell and Keap, but offers slightly more robust features for mid-market organizations. Its capabilities include CPQ layers, natively-built document-triggered workflows, and data-driven functionalities, making it particularly appealing for mid-market B2B companies. While it works well for organizations with straightforward needs, it falls short for upper mid-market companies requiring a customizable platform for ad-hoc processes. This positions Pipedrive at #5 on our list of top mid-sized CRMs.

Strengths 
  • Workflow automation. Although not as advanced as larger platforms like HubSpot, Pipedrive supports basic workflow capabilities for moving data within or across business objects.
  • Similar look-and-feel as HubSpot. Pipedrive CRM shares a similar look and feel with HubSpot, making it an excellent option for users familiar with HubSpot, as it minimizes training and adoption challenges.
  • Easy customization of reports and goal setting​. Pipedrive also provides highly customizable reports and goal-setting features. While most mainstream CRMs offer robust reporting capabilities, they often lack pre-built options tailored to specific needs, potentially requiring significant consulting resources to develop the desired reports.
Weaknesses 
  • Weak data structure for complex B2B companies. The data structure in Pipedrive may be less robust from a B2B perspective. Like other prescriptive CRMs designed for B2B, it may not offer as detailed or rich a data hierarchy.
  • Limited data import and export functionality. Users report limitations with their data import and export functionality. It’s not as detailed as with Salesforce or HubSpot.
  • Limited customizability​. The custom objects are lighter than HubSpot, and they could be limited for ad-hoc sales processes that can’t be supported by the vanilla sales process built with most CRM systems.

4. HubSpot CRM

HubSpot CRM is ideal for mid-sized companies focused on upstream marketing, offering a robust B2B ecosystem with content-driven workflows, omnichannel traceability, and a native CMS. However, its downstream workflow capabilities are less developed, making it less suitable for industries like real estate or non-profits that require flexible downstream processes. For larger companies, pairing HubSpot with a CRM focused on downstream workflows may be a better fit, earning HubSpot the #4 spot on our list of top mid-sized CRMs.

Strengths 
  • One tool to centralize all customer channels. HubSpot can provide omnichannel traceability with most upstream marketing channels, including its native CMS.
  • Ecosystem and integration. The ecosystem and integrations provide extensive flexibility, with a wide selection of apps available in the marketplace. This ensures robust integration capabilities, including support for third-party CMS solutions.
  • Comprehensive options to integrate with CMS. External CMS options work well for basic data collection forms, but when workflows require back-and-forth triggers and sequential steps, tighter integration with a native CMS, like HubSpot’s, becomes essential.
Weaknesses
  • Data model not friendly for complex operational use cases. The data model is less suited for highly complex operational use cases compared to platforms like Salesforce and Microsoft Dynamics CRM.
  • Limited customizability. HubSpot’s custom objects are more advanced than those of smaller platforms but are less customizable than those offered by Salesforce or Microsoft Dynamics, making it limiting for industries requiring highly ad-hoc downstream workflows.
  • Limited capabilities for territory planning and sales comp​. Downstream marketing requires more robust data correlation and structure, which is where systems like Salesforce and Microsoft Dynamics excel, making them better suited for these needs.


ERP Selection Requirements Template

This resource provides the template that you need to capture the requirements of different functional areas, processes, and teams.

3. Zoho CRM

Zoho CRM is ideal for mid-market companies seeking operational and transactional capabilities from a downstream perspective. While it offers some upstream marketing features, they are not as robust as those in HubSpot, especially in areas like CMS capabilities. Zoho’s integration and ecosystem are also more limited, particularly for upstream marketing needs such as working with ad vendors or telephony providers. Although Zoho excels within its app portfolio, it offers fewer third-party integrations compared to platforms like HubSpot or Salesforce, earning it the #3 spot on our list of top mid-sized CRMs.

Strengths 
  • Data model similar to Salesforce for building complex workflows. The data model is very similar to Salesforce for building complex workflows.
  • Great capabilities with sales comp and territory planning. Zoho CRM provides detailed features that simplify managing complex scenarios such as sales call management, compensation planning, territory planning, and user security workflows.
  • Integration with other Zoho apps​. Zoho apps offer light integration with each other, operating on separate databases. While data can be transferred between them when needed, the communication is relatively basic and not as seamlessly embedded as in systems where all apps share the same data model or database.
Weaknesses 
  • Not as integrated in the upstream ecosystem. While Zoho has some capabilities for upstream marketing use cases, they are not as developed as tools designed for upstream marketing use cases such as HubSpot.
  • Not as open an ecosystem as HubSpot. Compared to HubSpot or Salesforce, Zoho is not as well integrated and adopted by third-party apps and vendors. 
  • Might require consulting help for implementation​. Zoho’s data model is layered and built for complex mid-market companies, supporting various business models and processes that often require consulting expertise.

2. Microsoft Dynamics 365 CE 

Microsoft Dynamics 365 CE is a complex CRM designed to support customizable workflows. If you’re seeking enterprise-grade capabilities, particularly for advanced processes like sales compensation planning and territory planning, Microsoft Dynamics 365 CE is likely the right system for you. Hence, it has secured the #2 spot on our list of top mid-sized CRMs.

Strengths 
  • Customizability. One of the key strengths of Microsoft Dynamics 365 CE is its high degree of customizability. You can modify or override business objects, create new ones, and design custom interactions. This flexibility allows you to build tailored solutions using your preferred programming language or custom applications within the Dynamics 365 CE system.
  • Integration with field services workflows. Integration with field service workflows is a feature you may not find in smaller CRM systems. However, for certain industries, such as insurance, residential services, or industries like construction, this integration is essential. It supports customer touchpoints within the sales process, making it a critical requirement for those sectors.
  • Sales comp, and territory planning needs​. Microsoft Dynamics 365 CE includes workflow management, sales tracking, and territory planning capabilities, which are generally more advanced compared to smaller CRM systems.
Weaknesses 
  • Upstream marketing integration. While the ecosystem has several options, the upstream marketing ecosystem and integrations are not as developed as HubSpot or Salesforce, requiring custom integration and consulting help.
  • Requires consulting help. Given that this is a highly sophisticated CRM, you will likely need significant consulting support. 
  • Limited marketing automation capabilities​. While it offers some marketing automation capabilities, they are limited compared to more detailed features found in platforms like HubSpot, Marketo, or ActiveCampaign.

1.  Salesforce

Salesforce is an excellent choice for mid-market companies seeking a comprehensive suite with enterprise-grade capabilities. While Salesforce has one of the most developed ecosystems, omnichannel traceability and CMS integration can be a challenge. For companies requiring advanced downstream platforms and content workflows across channels, combining Salesforce with a marketing automation system like HubSpot is a superior solution. This secures Salesforce the #1 spot on our list of top mid-sized CRMs.

Strengths
  • Industry packs. Industry packs are included with the Salesforce suite and can be purchased directly, but customizing them may be challenging due to licensing restrictions. It’s important to assess how well they align with your data hierarchy and processes. If your processes significantly differ from the predefined custom objects, starting from scratch may be a better option.
  • Workflow security. One of Salesforce’s key strengths lies in its enterprise-grade workflow security, making it ideal for larger mid-market organizations requiring controlled access to CRM workflows. 
  • Territory and comp planning​. Territory and sales comparisons are unlikely to pose challenges with Salesforce, thanks to its sophisticated capabilities.
Weaknesses 
  • Data model is not as relational as MS for complex operational use cases.  Salesforce’s data model may not be as relational as Microsoft Dynamics CRM, although it offers deeper data layers compared to platforms like HubSpot
  • Marketing automation workflows not as embedded. Salesforce’s marketing automation workflows aren’t as seamlessly integrated as those of platforms like HubSpot, leading many companies to pair Salesforce with additional tools like Marketo or HubSpot to bridge the gap. This reliance on external tools can pose a challenge.
  • Expensive​. Salesforce tends to be quite costly overall, both in terms of consulting services and licensing fees.
+

ERP Implementation Failure Recovery

Learn how Frederick Wildman struggled with Microsoft Dynamics 365 ERP implementation failure even after spending over $5M and what options they had for recovery.

Conclusion

Choosing the right mid-market CRMs involves striking a balance between functionality, scalability, and affordability. While small-business CRMs may no longer suffice for companies facing the complexities of diverse business models, larger enterprise-grade systems might feel overwhelming or unnecessary for smaller teams. This list of the top 10 mid-sized CRMs for 2025 highlights the varied capabilities of different platforms, offering insights into their strengths and limitations.

Each CRM on the list has unique strengths, such as HubSpot’s upstream marketing capabilities or Zoho’s operational depth. The rankings consider factors like market share, customization options, integration ecosystems, and user reviews. While no single system fits all needs, the guide provides a comprehensive overview to help mid-market businesses choose a CRM that aligns with their growth goals and operational requirements. While this list offers valuable insights, seeking advice from an independent CRM consultant can greatly enhance the implementation success.

FAQs

Top 10 CRMs For Small Businesses In 2025

As smaller businesses outgrow the startup phase, they often need to consolidate data silos. But, with their limited budgets (and somewhat misaligned functions), complete consolidation may be challenging at this stage. Unlike startups, which generally struggle to build a consistent go-to-market strategy due to their limited customer base, smaller businesses commonly have a relatively streamlined approach to the market. However, their current scale doesn’t justify streamlined compensation structures or formally defined sales territories just yet.

CRMs in this segment typically offer somewhat scalable options to support various business models, though customization is often limited by constrained budgets. These systems are generally easier to configure, featuring user-friendly interfaces that simplify customization. However, they may lack advanced customization capabilities, which are seen in larger platforms. Comparing it among different business models, B2B small businesses often require more rigorous traceability for content marketing channels, even if their operational and transactional workflows are less robust. In contrast, B2C small businesses might integrate their CRMs with POS and eCommerce systems but are less likely to have a CDP (or other advanced integrations within their CRM stack).

Top 10 CRMs For Small Businesses In 2025

As for their product design strategy, CRMs for small businesses often include bundled features such as marketing, sales, customer service, and field service (in a single package). Their ecosystems may include other integrated offerings – to offer an optimal experience (across various industries). Common use cases can include integrations with emergency communication platforms, telephony systems, and data providers. While they might support integration with some external systems, more advanced features like auto-routing or ranking are typically absent. Ready to dive into the options uniquely designed for this market segment?



The 2025 Digital Transformation Report

Thinking of embarking on a ERP journey and looking for a digital transformation report? Want to learn the best practices of digital transformation? Then, you have come to the right place.

Criteria

  • Definition of small organizations. $10-100 mil in revenue or 25-300 employees. Low implementation budget up to $100K. No appetite for integration or custom development. Some systems (and processes could remain siloed). Little to no planning is needed.
  • Overall market share/# of customers. Higher market share among small businesses ranks higher on this list.
  • Ownership/funding. Refined product roadmaps and management’s clarity with product vision rank higher on our list.
  • Quality of development. Modern cloud-native capabilities and unified user experience rank higher on our list.
  • Community/Ecosystem. Communities with a heavy presence in the small businesses market segment would drive a higher ranking for the product.
  • Depth of native functionality for specific industries. Publisher-owned last-mile capabilities for specific industries, as opposed to relying on add-ons, rank higher on this list.
  • Quality of publicly available product documentation. The quality of user and developer documentation drives a higher product ranking.
  • Small business market share. Specific market share among small businesses drives a higher ranking on this list.
  • Ability to natively support diversified business models. The diversity of the product to accommodate many business models drives higher on this list.
  • Acquisition strategy aligned with smaller businesses. Recent acquisitions aligned to the startup market segment drive higher rankings on this list.
  • User Reviews. User reviews from the startup market segment drive a higher ranking on this list.
  • Must be a CRM product. It can’t be a module of an ERP system. It must be a best-of-breed CRM system, preferably recognized in the CRM category by leading analyst firms.

10. Monday.com

Monday.com is a great option for smaller companies needing a CRM with customizable workflows. Although Monday.com and ClickUp are similarly positioned in the market, monday.com is more project-management-focused and not primarily a CRM, though many companies use it as one. Unlike more restrictive tools, Monday.com offers greater flexibility for customizing processes, though it may require more consulting support. This flexibility is a key difference between ClickUp and Monday.com, yet both hold similar positions in the market and are often used in similar ways by companies. Hence, Monday.com has secured #10 spot on our list of top CRMs for small businesses. 

Strengths 
  • Great capabilities to build simple funnels. Monday.com’s fluid structure very similar to spreadsheets, allows building as many pipelines and funnels as present then in different formats such as swimlanes or spreadsheets.
  • Workflows and integration. Monday.com’s cell-level notification and workflow capabilities are especially appealing for building custom integrations and workflows for ad-hoc processes.
  • Ecosystem​. Monday.com has a sizeable presence of the most popular options companies would require for downstream capabilities.
Weaknesses 
  • Relational relationships. While Monday.com offers the ability to connect boards and display different perspectives, the overall connectivity between boards may not be as relational as required in industries where customer relationships or business objects are hierarchical. In such cases, more advanced capabilities would be needed. However, for simpler relationship structures, Monday.com is a suitable option.
  • Upstream marketing focused integration. Similar to ClickUp, upstream integration options would be limited compared to HubSpot.
  • Omnichannel marketing traceability​. Omni-channel marketing traceability may be a challenge with Monday.com, a feature that is more robust in tools like HubSpot.


ERP Selection: The Ultimate Guide

This is an in-depth guide with over 80 pages and covers every topic as it pertains to ERP selection in sufficient detail to help you make an informed decision.

9. ClickUp

ClickUp is primarily a project management, collaboration, and document management tool, but many companies also use it as a CRM due to its versatile platform. One of ClickUp’s strengths is that it offers many capabilities within the same suite, which helps integrate your operational processes. However, its CRM options may be more limited. From a ClickUp perspective, the ecosystem is richer, especially when it comes to operational capabilities within the CRM and other workflows that may be part of your process. Therefore, ClickUp has secured #9 spot on our list of top CRMs for small businesses. 

Strengths 
  • Ecosystem. The ecosystem is much more robust, particularly when considering the CRM’s operational capabilities. 
  • Integration. ClickUp has a robust ecosystem for integration with several other tools that companies might use, especially for project management and workflow automation capabilities.
  • Richer suite with PM, doc management and collab. The project management features are generally more advanced, with strong document management and collaboration tools, particularly for marketing collaboration within ClickUp. This is a major benefit.
Weaknesses 
  • Not a true CRM player. While some companies may use it as a CRM, it is typically because they don’t have extensive CRM needs. Their needs prioritize operational process integration over pure CRM capabilities, especially upstream features offered by other solutions on this list.
  • Upstream marketing integrations. Ecosystem options with upstream marketing might be limited compared to other leading options richer with upstream integrations such as HubSpot.
  • Primarily an operational CRM​. It could be a great fit as an operational CRM for transactional customer-facing workflows but not a fit for upstream marketing workflows.

8. ActiveCampaign

ActiveCampaign offers strong marketing automation and CRM features, similar to HubSpot, but with fewer advanced capabilities. It’s ideal for budget-conscious companies, although they have increased their pricing recently, which is still lower than other comparable tools such as HubSpot. Positioning themselves for both B2B and B2C, their presence is heavier presence in the B2C verticals. Providing capabilities such as branding guidelines control at the parent entity level (while still allowing branch-level execution), their product is also friendlier for companies with physical retail outlets (as well as organizations with franchise business models). Hence, ActiveCampaign has secured the #8 spot on our list of top CRMs for small businesses. 

Strengths
  • Ideal for B2C companies with B2B flavors in their business model. Unlike other tools in the market, such as Braze being a pure-play B2C solution and HubSpot not as integrated for B2C verticals, ActiveCampaign enjoys a unique position with the flavors of both for business models that contain both B2B and B2C workflows.
  • Ideal for franchise-centric business models. The solution has unique layers for franchise-centric business models. These capabilities would not be present in other generalized solutions.
  • Pricing. Although they have increased pricing recently – and removed the limits for unlimited emails, they are still more affordable than similar solutions.
Weaknesses 
  • CRM data layers are limited for B2B businesses. The data layers would be substantially limited for companies with non-standard sales processes. 
  • UX is not as modern as other similar solutions. Users report that UX is not as modern as other competing solutions, such as HubSpot.
  • Not a good fit for downstream workflow use cases. This is primarily used as a marketing automation tool in conjunction with other CRM solutions such as MS Dynamics 365 CRM and Salesforce.

7. Sugar CRM

SugarCRM is an ideal fit for industrial SMBs that are heavier on downstream operational customer-facing processes. Unlike other CRMs on this list primarily designed with an upstream focus, the detailed transactional layers are especially suitable for companies on manufacturing ERPs. It also has unique subscription-centric capabilities, making it appealing to IT and financial services industries, securing its spot at #7 on our list of the top CRMs for small businesses.

Strengths 
  • Detailed operational layers. Unlike other CRMs designed primarily for prescriptive use cases, SugarCRM has detailed business object layers and pre-built capabilities for ERP-centric industrial verticals.
  • Strong alignment with manufacturing ERPs. SugarCRM has pre-built workflows for manufacturing ERPs such as Epicor, SYSPRO, Plex, and many more. The companies in these industries would require detailed object layers that are generally not available with CRMs designed primarily for upstream marketing workflows.
  • Subscription-based capabilities. Unlike other CRM systems that would require an external tool for CPQ and subscription-centric workflows, SugarCRM has that built up natively.
Weaknesses 
  • Upstream workflows. The upstream workflows and integration would be weaker with SugarCRM, requiring an external marketing automation tool for industries heavier on marketing automation and upstream integrations.
  • Ecosystem. While they have come a long way in enabling upstream integrations, the integration ecosystem is not as developed as other mainstream CRM systems such as Salesforce or HubSpot.
  • Not as diverse. The industrial workflows and ERP business objects might not be relevant for other industries and business models, making its scope slightly limiting to certain industries.

6. Keap

Keap is primarily designed for the startup segment and offers limited customizability, security, and workflow capabilities. However, for smaller companies with budget constraints, Keap can be an excellent fit due to its affordability and simplicity. Therefore, Keap has secured the #6 spot on our list of top CRMs for small businesses. 

Strengths 
  • HIPAA compliance. Companies in the healthcare sector require their CRMs to be integrated with EHR platforms – along with HIPAA compliance for interoperability between them if CRMs assume the responsibility for communication. Keep has basic capabilities to support HIPAA compliance needs.
  • Workflows. Keap includes some built-in workflows, although limited in capabilities compared to HubSpot. 
  • Building complex funnels​. Creating complex funnels is easy within the platform.
Weaknesses
  • Limited direct integration with data apps. Integration with various data applications is limited. For instance, when comparing the integration options within ZoomInfo, Apollo, or other tools used for automating marketing and sales funnels, Keap’s pre-built integrations are limited. While there are external tools available to facilitate these integrations, relying on them could increase implementation costs.
  • Contact-centric with limited B2B hierarchies. Keap is contact-centric. However, in the small business segment, there is often a greater need for hierarchy and a more comprehensive customer 360 view across various customer segments. If the goal is to link all of these customer records together, Keap may present limitations in this regard
  • Limited options with landing page builders, not as rich suite​. The landing page capabilities might not be as detailed as other leading options such as HubSpot.

5. Zendesk Sell

Zendesk Sell is similar to Keap, with a relatively limited data model. Its greatest strength lies in its case management and customer service management platform, making it an excellent option for companies focused on post-sales activities rather than marketing. Zendesk is a good fit for smaller businesses seeking a straightforward system on a budget, as it provides essential functionality without extensive complexity. Hence, Zendesk Sell has secured #5 spot on our list of top CRMs for small businesses. 

Strengths 
  • Intuitive interface. Just like Freshsales and Zoho Bigin, Zendesk Sell is a very prescriptive platform designed for smaller companies without complex layers, making the interface intuitive.
  • Easy and inexpensive implementation. With a flatter data model and without a complex hierarchy, the platform is relatively easy to implement for companies limited by their consulting budget.
  • Advanced CRM capabilities. Compared to other smaller systems that might not have as advanced capabilities, Zendesk has some capabilities that are considered advanced in this market segment.
Weaknesses 
  • Glitchy. Some users have reported potential glitches. At times, these issues might stem from integrations, depending on their ownership. Additionally, if you’ve customized settings without complete knowledge, certain hiccups may result from that as well. The issue might not necessarily lie with the platform itself. 
  • Zendesk Sell and Support are not tightly integrated. Overall, while Zendesk owns both the sell and support platforms, they are not as tightly integrated as some of the other platforms on this list, such as those for marketing automation.
  • Marketing automation. While Zendesk has great coverage for downstream and operational use cases, the upstream marketing use cases would be weaker compared to other platforms, such as HubSpot.

4. Salesforce

While Salesforce has a truncated version for smaller companies, it’s a completely separate product. Also, the customization layer is not as friendly as with Pipedrive or HubSpot, making it friendlier for smaller companies only in cases where they have prior experience with the platform. Another case could be when they would like Salesforce to be a long-term platform to reduce adoption risks. The biggest disadvantage of Salesforce for smaller companies is its expensive implementation and steep learning curve with the platform for users with limited CRM experience or technical skills, ranking it at #4 on our list of top CRMs for small businesses.

Strengths 
  • Same interface as the enterprise product. Salesforce has the same user interface for both its essentials and enterprise versions, providing an easier transition for companies as they grow.
  • Custom objects. Offering fairly detailed custom objects, it may still struggle with highly complex relationships due to the inherent structure of its CRM data model. If your data model includes very complex interactions or hierarchies, Salesforce might face challenges there as well. 
  • Report and list builder​. Designed to serve different purposes, the report and list builders aren’t as tightly integrated due to the Salesforce data model’s design.
Weaknesses
  • Marketing automation not as embedded as other products. Marketing automation is not as embedded or immersive an experience as you would find with HubSpot.
  • Integrations are not as intuitive. The integration layer is not as intuitive as with other products, such as HubSpot or Pipedrive, requiring developer support.
  • Might need consulting help​. Smaller companies with limited implementation budgets might not appreciate the heavy price tag of Salesforce to enable the same capabilities that can be easily enabled with other platforms.


ERP Selection Requirements Template

This resource provides the template that you need to capture the requirements of different functional areas, processes, and teams.

3. HubSpot CRM

HubSpot CRM, compared to Salesforce, has a somewhat simpler data and process model, making it a faster fit for smaller businesses. It may not be ideal for the mid-market segment, but overall, when compared to other solutions like Pipedrive, Zendesk Sell, etc HubSpot offers a more complex data model. However, even HubSpot may fall short in terms of customization for complex use cases. Therefore, HubSpot CRM has secured the #3 spot on our list of top CRMs for small businesses. 

Strengths 
  • One tool to centralize all customer channels. HubSpot offers a single tool to centralize upstream marketing activities but is not as rich for downstream functions like sales operations, sales activities, and sales planning.
  • Ecosystem and integration. Pre-integrated options are available primarily for upstream marketing use cases such as ad platforms, telephony vendors, and data providers.
  • Comprehensive options to integrate with CMS. Numerous CMS integration options exist along with its native CMS, which has a tighter alignment with its data model.
Weaknesses 
  • Data model not friendly for complex operational use cases. Data model has limitations, such as limited support for parent-child relationships among their custom objects and their ability to integrate with forms – posing challenges with complex downstream use cases.
  • Limited customizability. Because of the data model challenges, HubSpot is not necessarily a good fit for companies requiring highly ad-hoc downstream workflows.
  • Might be too difficult and expensive for startups despite the initial free option​. The pricing can become quite steep with advanced options. This makes HubSpot’s pricing a bit tricky to estimate, as it can be challenging to predict what you’ll ultimately pay.

2. Pipedrive CRM 

Pipedrive CRM is an ideal fit for smaller companies seeking a prescriptive platform stronger in downstream marketing workflows. It would work for companies that care for an integrated CPQ and document-driven workflows for B2B companies. While it might not have the same level of customizability as HubSpot, it’s a platform for companies with limited technical skills and implementation budget, securing its rank at #2 on our list of top CRMs for small businesses. 

Strengths 
  • Workflow automation. While the platform is relatively smaller, it has basic workflow capabilities similar to HubSpot for autonomous workflows( between different business objects and external systems).
  • Similar look-and-feel as HubSpot. The look and feel will be very similar to that of HubSpot, a big advantage for users familiar with HubSpot. Pipedrive is also slightly more affordable than HubSpot.
  • Easy customization of reports and goal setting. Compared to smaller platforms such as MailChimp, the reports are fairly built, as well as some functionality for goal setting if that might be a critical success factor for you.
Weaknesses 
  • Weak data structure for complex B2B startups. The main limitation of Pipedrive is its relatively weak data structure from a B2B startup perspective, especially if there are complex relational connections and need to consolidate interactions (and related data) for those relationships.
  • Limited data import and export functionality. The import and export functionality is also fairly limited, which smaller companies are likely to need. For this reason, Pipedrive may not be the best fit in such cases.
  • Limited customizability​. While the platform has some customization capabilities, the custom objects are not as detailed and don’t have the same capabilities, limiting it to complex use cases outside of its pre-built workflows.

1.  Zoho

Zoho is an excellent choice for smaller companies seeking a comprehensive suite with strong operational features. However, it might not be as rich with upstream marketing capabilities, limiting seamless integration with best-of-breed tools, especially third-party. This is because Zoho’s approach emphasizes promoting its own tools. Hence, Zoho secures the #1 spot on our list of top CRMs for small businesses.

Strengths
  • Data model similar to Salesforce for building complex workflows. The data model is quite similar to Salesforce, making it well-suited for building complex use cases, particularly in service-centric sectors like non-profit, public sector, or education. 
  • Complete stack. Whether it is CPQ processes or customer relationships, the hierarchies involved are significantly more complex. This is where Zoho truly fits, providing a complete, integrated stack.
  • Integration with other Zoho apps. There will be integration with other Zoho apps, providing more connections with the processes. While it may not offer the same deeply embedded experience
Weaknesses 
  • Not as integrated in the upstream ecosystem. The integration options are limited for upstream marketing use cases, primarily limited to the apps present in Zoho’s ecosystem. Integrating with other apps would require custom integration and development help.
  • Not as open ecosystem as HubSpot. It’s a slightly more closed ecosystem compared to HubSpot, as they prioritize protecting their own revenue, preferring to integrate primarily with their own solutions and apps. 
  • Might require consulting help for implementation​. It might require consulting help, just because of the complexity of its data model as well as process model.
+

ERP Implementation Failure Recovery

Learn how Frederick Wildman struggled with Microsoft Dynamics 365 ERP implementation failure even after spending over $5M and what options they had for recovery.

Conclusion

As small businesses navigate their journey beyond the startup phase, choosing the right CRM can be a game-changer. The best CRMs for small businesses offer solutions tailored to limited budgets and evolving needs, balancing scalability with ease of use. From streamlining customer interactions to integrating essential tools like eCommerce platforms and marketing automation, these systems are designed to support diverse business models, whether B2B, B2C, or hybrid.

While options like Zoho stand out for their comprehensive suite and robust capabilities, platforms like HubSpot and Pipedrive offer user-friendly interfaces and strong marketing integrations. Each solution brings unique strengths—whether it’s affordability, industry-specific features, or seamless integration—ensuring there’s a CRM to match every small business’s goals. However, limitations like constrained customizability or weaker upstream marketing capabilities underscore the importance of aligning your choice with your specific priorities. While this list offers valuable insights, seeking advice from an independent CRM consultant can greatly enhance the implementation success.

FAQs

Top 10 CRMs For Startups In 2025

CRMs are often the first software that startups adopt, though their scope varies. For some companies, a CRM primarily tracks customer interactions, while for others, it serves to drive revenue. Generally, startup organizations tend to be lean, with minimal layers of management. Sales territories and compensation structures are usually flexible, as early-stage startups may lack a broad customer base to establish streamlined sales and marketing processes.

While most CRMs are likely to support cookie-cutter sales processes, each industry vertical and business model presents unique challenges, requiring significant customization beyond basic CRM functionality. One major distinction tends to be between B2B and B2C models: CRMs designed for B2B often focus on content-centric use cases, while those for B2C prioritize integration with commerce-centric workflows. The focus on products versus services also plays a role. For product-based companies, CRM processes may overlap heavily with eCommerce and ERP systems, whereas service-based companies may require CPQ processes and their unique industry-specific integrations.

Top 10 CRMs For Startups In 2025

CRM systems generally fall into two categories: those designed for upstream marketing and those for operational use cases. CRMs tailored to upstream marketing tend to feature highly flexible data models, but they often lack the structure for customer-facing transactions. In contrast, CRMs designed for operational purposes can be more challenging due to complex configurations that accommodate territories, hierarchical audiences, and varied customer-focused workflows. Selecting and implementing a CRM requires both expertise and an implementation budget, resources that many startups lack—often resulting in multiple CRM systems being adopted across different teams. Let’s explore some options for CRMs for startups that are likely the best fit given these constraints.



The 2025 Digital Transformation Report

Thinking of embarking on a ERP journey and looking for a digital transformation report? Want to learn the best practices of digital transformation? Then, you have come to the right place.

Criteria

  • Definition of startups. Less than $10 mil in revenue or 20-25 employees. Founder leading most of the functions. 1-2 employees for each function, including sales, marketing, and customer service. $0-30K implementation budget.
  • Overall market share/# of customers. Higher market share among startup companies ranks on this list.
  • Ownership/funding. Refined product roadmaps and management’s clarity with product vision rank higher on our list.
  • Quality of development. Modern cloud-native capabilities and unified user experience rank higher on our list.
  • Community/Ecosystem. Communities with a heavy presence in the startup market segment would drive a higher ranking for the product.
  • Depth of native functionality for specific industries. Publisher-owned last-mile capabilities for specific industries, as opposed to relying on add-ons, rank higher on this list.
  • Quality of publicly available product documentation. The quality of user and developer documentation drives a higher product ranking.
  • Startup market share. Specific market share among startup companies drives a higher ranking on this list.
  • Ability to natively support diversified business models. The diversity of the product to accommodate many business models drives higher on this list.
  • Acquisition strategy aligned with startups. Recent acquisitions aligned to the startup market segment drive higher rankings on this list.
  • User Reviews. User reviews from the startup market segment drive a higher ranking on this list.
  • Must be a CRM product. It can’t be a module of an ERP system. It must be a best-of-breed CRM system, preferably recognized in the CRM category by leading analyst firms.

10. Monday.com

Monday.com is primarily a project management tool, but it also offers some CRM functionalities. One advantage of Monday.com is its use of boards, similar to Trello, allowing you to view the same information in different formats, such as boards, lists, or calendars. However, its CRM capabilities are relatively limited, and it does not offer all the advanced features you might expect. Hence, Monday.com has secured the #10 spot on our list of top CRMs for startups.

Strengths 
  • Great capabilities to build simple funnels. If your goal is to handle simple funnels, lead management, and opportunity management, all of these can be highly customized.
  • Workflows and integration. Pre-baked upstream marketing capabilities are significantly limited, requiring customization and consulting help on the basic technical platform to enable them.
  • Ecosystem​. The overall ecosystem will be quite widespread. However, if you consider the level of penetration within the marketing tech stack, it won’t be as extensive as tools like HubSpot.
Weaknesses 
  • Relational relationships. Each spreadsheet is an independent object. While some basic linking of these objects is possible, the data model is not relational, posing data integrity issues and limiting its use for transactional use cases.
  • Upstream marketing-focused integration. Upstream marketing-focused integration, such as tight embeddedness with data platforms and enabling autonomous intent-centric workflows, would be a challenge. The integration with ad-centric platforms to enable building and targeting specific audiences based on layers present inside HubSpot might be challenging.
  • Omnichannel marketing traceability. Due to the limited integration layers available with different channels, such as with HubSpot, omnichannel traceability would be an issue.

9. Agile CRM

Agile CRM is an excellent entry-level system for startups, especially for contact management and email lead management. It lacks complex features and is generally more affordable, with a simpler processing and data model. This makes it particularly advantageous for startups looking for an affordable CRM solution. Thus, Agile CRM secures the #9 spot on our list of top CRMs for startups.

Strengths
  • Affordable for startups. The overall UI is quite intuitive, making it easy to configure, manage, and use without the need for consulting assistance.
  • Intuitive. The user interface is so intuitive that you won’t need consulting to configure, manage, and use it. 
  • Comprehensive capabilities for startups in one solution​. Additionally, it offers wide-ranging capabilities within a single solution, reducing the number of data siloes.
Weaknesses 
  • Advanced features such as email templates not as robust. Advanced features like email templates may not be as robust as those found in systems like HubSpot or MailChimp.
  • Ecosystem integration such as ZoomInfo. The ecosystem integration, particularly with upstream marketing tools, won’t be as robust as with systems like HubSpot or Salesforce. Integrations with data platforms like ZoomInfo or Apollo are also less common. 
  • Poorly documented. The solution lacks comprehensive documentation, which is common with less popular or less well-funded systems. This can present a challenge, especially if you’re managing the implementation on your own, as the limited resources may make it harder to navigate the process.


ERP Selection: The Ultimate Guide

This is an in-depth guide with over 80 pages and covers every topic as it pertains to ERP selection in sufficient detail to help you make an informed decision.

8. Insightly

Insightly is another small solution, similar to Agile CRM or Freshsales. However, its unique advantage lies in its strong analytics component, which provides more insights and is included as part of the solution. Given its unique custom object tailored for specific use cases, It would also be more suitable for industries that need to be interlocked with CRM workflows. Being a prescriptive platform, it might not be most suitable for companies seeking a customizable solution with non-standard customer-facing workflows. Therefore, Insightly has secured the #8 spot on our list of top CRMs for startups.

Strengths 
  • Custom objects and core project objects. The inclusion of custom and core project objects is a common trend across many systems in the market that combine project management features within the solution.
  • Analytics. Compared to other platforms, which might barely provide detailed reporting pre-baked or infrastructure without much development or unnecessary customizations, it has a very detailed analytics layer.
  • Intuitive. Given the simpler data and process model designed for smaller companies, the platform is relatively intuitive.
Weaknesses
  • Integration issues. The ecosystem is not as widely adopted, which may lead to various integration issues, as users have reported in forums.  
  • Limited ecosystem. It’s also relatively limited and more cost-effective, but this could present challenges in terms of connectivity and functionality.
  • Cheaper but expensive for startups, tricky consumption-based pricing per lead​. While the solution is generally cheaper, it may still be viewed as costly for startups due to its consumption-based pricing, which can be difficult to estimate. As a result, this pricing model might end up being more expensive than other alternatives.

7. Salesforce Essentials

Salesforce Essentials is a larger platform with more advanced security and permission layers, and typically, you would need consulting assistance to set it up and use it effectively. Designed to be a customizable platform for various industries, Salesforce includes pre-built objects for many sectors. There are numerous solutions built on top of these objects, making it a highly robust system. However, for startups, these extensive capabilities may be unnecessary, as they can make the platform overly complex. This complexity can increase implementation costs and make it harder to use. Thus, Salesforce Essentials has secured the #7 spot on our list of top CRMs for startups. 

Strengths 
  • Same interface as the enterprise product. Companies can stay on the same interface as they grow; although the startup product is completely different from the enterprise one, the interface and UX are the same, making the transition easier with Salesforce.
  • Custom objects. Its customizability helps industries where ad-hoc customer-centric workflows would be common.
  • Report and list builder​. The report and list-building functionality would not have the same limitations as those found with other smaller platforms, such as limited layers for complex reporting or fewer reportable objects exposed.
Weaknesses 
  • Marketing automation is not as embedded as other products. The marketing automation product lacks embedded workflows with the core CRM product, making it challenging for companies requiring tighter collaboration of marketing and sales processes.
  • Integrations not as intuitive. The integrations would not be as intuitive and as easy because of the legacy technology, requiring developer help.
  • Might need consulting help​. The UX doesn’t have the same low-code/no-code capabilities as with other products as with HubSpot, requiring expensive consulting help to customize.

6. HubSpot CRM

HubSpot and Salesforce are not ranked as the top choices for startups primarily due to the consulting costs required for these platforms. While they offer more advanced capabilities, they may not be the best fit for startups. HubSpot, in particular, is designed with a focus on upstream marketing activities, offering a stronger ecosystem, but it may not be the best fit for companies with complex audiences or transactional customer-facing workflows. Therefore, HubSpot has secured the #6 spot on our list of top CRMs for startups. 

Strengths 
  • One tool to centralize all customer channels. Whether it’s email, text, ad-centric channels, or social media, into a single model, allowing you to integrate marketing automation and CRM within the same product.
  • Ecosystem and integration. HubSpot is specifically designed for upstream marketing activities, where it excels due to its extensive ecosystem integration.
  • Comprehensive options to integrate with CMS. HubSpot offers its own CMS and database, which is a significant advantage if you’re looking to build a custom, sophisticated website.
Weaknesses 
  • Data model not friendly for complex operational use cases. The limitations with HubSpot primarily lie in its data model, which isn’t well-suited for complex operational use cases. 
  • Limited customizability. Custom objects come with significant limitations, particularly around parent-child hierarchies and other advanced configurations.
  • It might be too difficult and expensive for startups despite the initial free option​. Pricing escalates quickly, even though there is a free plan.

5. Keap

Keap is a simplified solution, similar to the previous three, and follows a comparable design philosophy, making it a good fit for startups. Its key strength lies in HIPAA compliance, which is particularly important for companies in the healthcare sector. If you’re handling patient data or tracking patient interactions, your CRM will likely need to work alongside the EHR system. Thus, Keap has secured the #5 spot on our list of top CRMs for startups.

Strengths 
  • HIPAA compliance. Healthcare companies are focused on enhancing both customer and patient experiences, which is why they are looking to implement CRM systems that will work alongside their EHR systems. 
  • Workflows. Keap offers workflows. However, the level of detail in those workflows can vary. While smaller systems like MailChimp provide decent workflows, they may lack more advanced features, such as the ability to sequence workflows or apply segmentation and branching logic within them. 
  • Building complex funnels​. Keap allows building complex funnels compared to other smaller platforms that are primarily designed for marketing automation.
Weaknesses 
  • Limited direct integration with data apps. Particularly with data apps and integrations with other CMS providers, such as DAM or search providers, the current marketing tech stack has many players. While some integrations are available, the ecosystem may not be as extensive, and direct integrations could be limited.
  • Contact-centric with limited B2B hierarchies. The overall object hierarchy is highly contact-centric, which can be a drawback for B2B scenarios where complex company structures and customer master hierarchies are needed. This CRM focuses heavily on contacts, which is common in most CRMs within the startup space as they aim to simplify the structure.
  • Limited options with landing page builders​. Another limitation with Keap is that the landing page builder may not be as robust or feature-rich compared to other solutions.


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4. Freshsales

Freshsales is part of the FreshBooks portfolio, aligning with a trend where many accounting firms are acquiring email automation and CRM solutions to expand their offerings. This strategy helps them compete with companies like Zoho and Odoo, providing a complete, relatively user-friendly business suite. Freshsales would fall under a simpler-to-use platform for startups with limited implementation budgets and their users with limited experience using a CRM. Therefore, Freshsales has secured the #4 spot on our list of top CRMs for startups.

Strengths 
  • Omnichannel campaign management email, phone, whatsapp. A key strength is its omnichannel campaign management, integrating email, phone, WhatsApp, and more—channels that are essential in the B2C market. 
  • Intuitive. The data model is designed from the perspective of smaller businesses, making it easier to use.
  • Great for companies implementing in DIY mode. The simpler data model without complicated hierarchies (and audiences) makes it easier for startups to implement in the DIY mode (without requiring as much consulting help).
Weaknesses
  • Limited permission layers. The permission layers are generally limited, but this makes the solution easier to use since you won’t have to manage numerous permissions. 
  • Limited workflow capabilities such as edits. This limitation is more suited for the startup segment, as the workflow capabilities are somewhat restricted, especially when it comes to editing documents. These features may not be as strong compared to other solutions.
  • Limited advanced capabilities such as fonts in email templates​. The advanced capabilities, particularly with fonts in email marketing, may pose some limitations if you have specific or unique fonts you’d like to use.

3. Zendesk Sell

Zendesk Sell is a platform similar to Insightly or Freshsales, offering comparable features. It’s a great fit for companies already using Zendesk for customer service, as it provides integration between the two tools. This is particularly useful for managing customer service workflows in industries like technology, media, and retail, where customer service is a major function, especially in the post-sales phase. Zendesk Sell leverages base CRM to offer its CRM capabilities, making it an effective solution for those in need of both customer service and CRM functionalities. Thus, Zendesk Sell has secured the #3 spot on our list of top CRMs for startups.

Strengths 
  • Intuitive interface. The interface’s design is for prescriptive use cases, making it ideal for startups seeking a simpler-to-use interface.
  • Easy and inexpensive implementation. The prescriptive interface limits the number of layers, generally present with scalable platforms accommodating many business models. This design makes it easier and inexpensive for startups to implement.
  • Easier to train. It will be an ideal fit for companies and their users with limited technical expertise without as steep a learning curve as other advanced platforms.
Weaknesses
  • Glitchy. Users have reported occasional glitches with the system, but sometimes, these glitches could be because of poorly implemented systems or pre-maturely released features. 
  • Zendesk Sell and Support are not tightly integrated. The integration model is similar to Salesforce’s approach with marketing automation and CRM, and the Zendesk-Sell integration operates in much the same way. Rather than an immersive integration, they primarily exchange data fields.
  • Marketing automation. The capabilities are quite limited, as are advanced CRM features—which startups likely won’t need anyway. These features are absent from the tool as it focuses on simplifying the overall model.

2. Pipedrive CRM

Pipedrive CRM is similar to Zendesk Sell, designed for simpler use cases, particularly for startup companies that prefer a DIY approach. One of its strengths is workflow automation, which is generally not available with smaller CRM systems. However, it may not offer the same level of depth in automation capabilities as HubSpot. Hence, Pipedrive CRM secures the #2 spot on our list of top CRMs for startups.

Strengths 
  • Workflow Automation. The main strength lies in basic automation workflows such as updating deal value or advancing a deal stage. 
  • Embedded CPQ Workflows. A key strength of Pipedrive is embedded CPQ and document signature workflows, which are critical for some companies requiring tighter embedded and collaboration of these workflows. However, the use cases for CPQ and their integrations might differ for each industry, limiting the use of Pipedrive for those industries unless they use a third-party CPQ.
  • Integrated data platform. Pipedrive has a very similar acquisition and integration strategy with data platforms just like HubSpot, making it an ideal fit for embedded data-driven use cases without requiring expensive customization.
Weaknesses 
  • Weak data structure for complex B2B startups. Businesses requiring complex audiences or hierarchies would struggle with Pipedrive because of the limited layers of its data model.
  • Bloated data model for companies not needing CPQ or document workflows. The CPQ and document workflows would be unnecessarily bloated for companies requiring a specialized CPQ.
  • Limited customizability​. The customization options are likely to be inferior to HubSpot but superior to systems such as Zendesk or Freshsales. So, it may not be the best fit for companies requiring non-standard sales processes.

1.  Zoho Bigin

Zoho Bigin is ideal for companies seeking a very user-friendly CRM. The strengths of Zoho Bigin include a process and data model similar to other tools in the startup segment. In comparison, their main CRM product might require expensive consulting help and might be challenging for users with limited experience in CRM-driven processes, increasing adoption risks. This makes Zoho Bigin easier to implement in a DIY mode, reducing the need for consulting help, though its simplicity also brings some limitations. Therefore, Zoho Bigin has secured the #1 spot on our list of top CRMs for startups.

Strengths
  • Super easy to use. Just like Freshsales and Zendesk Sell, Zoho Bigin is a prescriptive platform designed for users with limited CRM experience.
  • Affordable. Limited layers of data model reduce implementation complexity, making it affordable for companies limited with implementation and consulting budgets.
  • Integration with other Zoho apps​. It integrates seamlessly with other Zoho applications, making it a strong entry-level platform. This integration is especially beneficial for companies not yet ready for a full ERP system, as they gain access to a wide range of applications within the same portfolio.
Weaknesses 
  • Inflexible. One limitation of this solution is its lack of flexibility and limited customizability. This design choice aims to keep the platform simple, so while it’s not strictly a drawback, it may pose challenges if extensive customization is a priority. In such cases, this platform may not be the best fit.
  • Integration and ecosystem require external tools. You may consider opting for a more advanced tool within Zoho’s portfolio or potentially another CRM, as the integration capabilities and ecosystem might require external tools like Zapier for full functionality.
  • Limited user-profiles and security options​. They won’t offer as many native integrations, and the options for user profiles and security will be more limited. However, for startups, these features are typically not essential.
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Conclusion

In conclusion, choosing the right CRM for your startup involves balancing functionality, ease of use, and affordability while aligning with your business model and industry needs. The options outlined above cater to various requirements, from simple contact management to complex workflows and data integration. Each CRM has its strengths and weaknesses, emphasizing the importance of assessing your priorities—whether it’s budget, scalability, or specific features like automation and integration.

For startups with limited resources and a DIY approach, tools like Zoho Bigin and Freshsales provide intuitive, affordable solutions. On the other hand, platforms like HubSpot and Salesforce Essentials may appeal to startups aiming for robust capabilities and long-term scalability, albeit with higher implementation costs. Understanding your unique business challenges and growth trajectory will guide you toward the CRM that best supports your goals, setting the foundation for streamlined operations and sustained success. While this list offers valuable insights on CRMs for startups, seeking advice from an independent CRM consultant can greatly enhance the implementation success.

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