CRM recommendations for small company

[craigap]

I'm looking for CRM recommendations. We use QB, but not overly concerned about linking them together.
We are looking to start working on outbound lead generation for our own company use and will only be 1 or 2 staff, never growing beyond 4. Its likely that staff will be working from home. Call volumes aren't going to be 100+ per day as we are concentrating on researching and validating potential clients as part of the process rather than 'phone bashing'. Outside of recording customer details, conversations, calls made and follow up scheduling probably via outlook, not sure what else we would need.

I'm trying to avoid too large a service and spending lots of time setting up features we don't need, and in turn paying for them.

Any recommendations on what systems to look at?

 

[PatrickStephen]

In the past, we have used OnePage CRM and Bigin/Zoho.

We are currently using HubSpot

 

[tony84]

I like zoho, easily customisable.

 

[pentel]

I have used "Less annoying CRM" in the past and found it easy to use with great support for a very reasonable cost. It really is less annoying!

Less Annoying CRM | Simple Contact Management for Small Businesses

Thousands of small businesses use Less Annoying CRM to manage contacts, track leads, and stay on top of follow-ups.

www.lessannoyingcrm.com

 

[Ozzy]

My brother called me asking me this same question for his employer, and I found this thread. I've just had a look at Less Annoying - it does look pretty good so sent this thread to my brother to look at.

 

[ThatDevAaron]

github freeware on top

 

[fisicx]

github freeware on top

What does this even mean?

 

[SimpleCRM]

Recently posted about Simple-CRM.org
Hope this helps

Under /is-anyone-else-getting-fed-up-with-how-complicated-crms-have-become.430705/

 

[Kate Parker]

I'm looking for CRM recommendations. We use QB, but not overly concerned about linking them together.
We are looking to start working on outbound lead generation for our own company use and will only be 1 or 2 staff, never growing beyond 4. Its likely that staff will be working from home. Call volumes aren't going to be 100+ per day as we are concentrating on researching and validating potential clients as part of the process rather than 'phone bashing'. Outside of recording customer details, conversations, calls made and follow up scheduling probably via outlook, not sure what else we would need.

I'm trying to avoid too large a service and spending lots of time setting up features we don't need, and in turn paying for them.

Any recommendations on what systems to look at?

For a small setup like yours, HubSpot free tier is worth looking at first — contacts, deal tracking, call logging, email integration and follow-up scheduling all work out of the box without touching half the features.

If you want something even lighter, Pipedrive is cleaner and more focused on the actual sales pipeline without the bloat. Not free but cheap for 1-2 users and very quick to set up.

Both integrate with Outlook for follow-ups.

I'd skip Salesforce, Zoho or anything enterprise-level entirely — you'd spend more time configuring than selling.

 

[Jordan Lopez]

I recently came across Popcorn CRM too, a lightweight CRM made for small businesses. Might be worth a try.

(Not affiliated)