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  • From bitter experience (and hard truths), I’d first inquire as to why you require the CRM. In general, if it’s just you and your sales process is straightforward, sticking to something straightforward wins every time – whiteboard, diary, spreadsheet, Trello, or something along those lines. If you’re just starting out, I find that the “benefits” of any SaaS CRM become distractions and waste time. If, on the other hand, you have more than one person on your sales team and/or a fairly complicated sales process (or a high volume), then look into a few freemium platforms that price-scale well with your company. Pipedrive, HubSpot, and SubscriptionFlow have all proven to be quite effective in their own right. If nothing else, I hope this helps someone who is reading.

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