CRM Software.

[milowbrac]

I’ve been an AE at a company that has no CRM software outside of our own spreadsheets and Microsoft access templates we use. After years of asking for real software they are looking to find one. What CRM have you had the best experience with? We are a family owned business with revenue betwspeed test  een 20-30 million/year, but we are in a fairly competitive industry with loshowbox  w margins, 15-20% depending on the SKU. We’ve got 4 AE’s managing over 2000 accounts, and most of our work is done through 3rd party sales groups.

[karstenkoehler · Accepted solution]

Hi @milowbrac,

Since we're in the HubSpot Community I'll start with the obvious one: HubSpot has a free CRM. HubSpot lets you store up to 1,000,000 contacts and comes with customizable user permissions (for example for 3rd party sales groups).

This free course is a great starting point for learning how to use it: https://academy.hubspot.com/courses/hubspot-sales-software

If you have additional requirements, that can help narrow down the options. As you can see on G2, there are hundreds of potential solutions: https://www.g2.com/categories/crm

For example, are there other software solutions that you're planning on integrating with your CRM? Aside from what you mentioned, are there additional functional requirements?

Hope this helps!