I’ve spent today looking for a simple, reasonably priced (free to low double digits $/month) CRM. I didn’t expect to hit the wall where I’ve actually hit it pretty early in the process. That kind of simplified the process but basically resulted in me looking not at the features, UX and other stuff, but on the pure fact that the system can satisfy these simple requirements.
So the set of my minimum viable test looks like this:
- Imports contacts and deals/leads (whatever you want to call them) from Excel or CSV
- Test case: shows a list of clients with more than one closed deal (valuable repeat customers) that didn’t buy anything in last 3 months (contact them to see what’s up)
- Isn’t overloaded with unnecessary concepts (leads, opportunities, whatever – “deals” is enough for my purpose)
- Isn’t a “Swiss army knife” (doesn’t do anything besides CRM – integration with other services that do other things is good though)
- Costs less than $30/month per user
Unfortunately I couldn’t find a system that satisfies all of the above.
I’ve dismissed all “Swiss army knives” right when I saw them.
Quite a lot of the CRMs I’ve tried can’t import anything besides contacts. Highrise, Capsule, OnePageCRM, Timetonote, KarmaCRM, Dashboard, iFreeTools CRM failed at this step. Now I might be stupid and a total CRM noob, but I really want to see previous deals for my clients. Doesn’t sound like it’s too much to ask, right? And who (apart from those really just starting up) doesn’t want to see that? So these were disqualified on the spot even though Capsule and Highrise looked pretty nice.
Insight.ly is so tightly integrated with Google Apps that I went into infinite loop trying to “install” it.
Nutshell – looks good, imports deals, but there’s no way to import deal value even though there’s a field for that. And it can’t filter my test case (#2).
Zoho CRM – free (for my case), imports stuff (even though it requires a pretty specific CSV format), but is way overloaded with concepts (too powerful?) for my taste. And it doesn’t seem that it can filter my test case either.
And the winner is …
Pipedrive – a fellow #balticmafia startup. Unfortunately they can’t filter my test case too, but I hope they are still small and lean and can accommodate this feature request. Right, guys? ;)
Other than that it’s pretty slick, fast and simple (some may find it too simple but that’s not me). It imports directly from Excel files too. One piece of feedback would be to do the field mapping the opposite way. Pipedrive shows you your data and allows you to match CRM fields to your fields. The other way around makes more sense, imho, but that’s easy to workaround and most likely a one time problem anyway.
So I’ll continue the Pipedrive trial for now. Will try to do some actual work with it and see how I like it. I’ll update this post if I have something to add after some time of usage.
P.S.: here’s a great post reviewing most of the CRMs listed here and some others that I used as my starting point.