Your Best CRM Options
These are the CRMs and marketing automation platforms I've personally used and tested since 2008.
Nimble
Trial: 14-day free trial (No credit card)
Setup: No setup fee
Contract: No contract
Starting price: $24.90/mo
Feature: Cool browser-based sidebar to add contacts from ANY website! Recently added workflow automations.
ActiveCampaign
Trial: Free trial (No credit card)
Setup: No setup fee
No Native E-commerce
Contract: No contract
Starting price: $39/mo for 1 user ($29/mo for annual)
Ontraport
Trial: 14-day free trial (No credit card)
Setup: No setup fee
Contract: No contract, month-to-month, discount for annual payment
Starting price: $24/mo for 500 contacts, one user, unlimited emails
Conference: Affordable annual conference of users in Santa Barbara, CA
Features: Large, diverse certified partner community, Order Forms, SMS integration, Print mail integration, Membership site plugin, and more...
Pipedrive CRM
Trial: 30-day free trial (No credit card)
Setup: No setup fee
Contract: Annual or Monthly
Not an Email Marketing Platform
Unlimited Contacts
Starting price: $19.90 to $119/mo (Save 25% with annual agreement)
Simplii
Trial: 30-day free trial (No credit card)
Setup: No setup fee
Contract: Annual or Monthly
Not an Email Marketing Platform
Unlimited Contacts
Starting price: $19.90 to $119/mo (Save 25% with annual agreement)
PhoneBurner
Trial: Free interactive demo
Setup: No setup fees
Contract: No contract
Starting price: $127 - $169/mo
Training: Live monthly educational webinars
Features: Unlimited Power Dialing CRM (+ integrations available) + Voicemail Drop + Email Sending + Email, Link & Attachment Tracking + Custom Dispositions + Text Messaging (optional add-on) + Local ID (optional add-on) + Call Tracking & Analytics + Call Recording + Call Transfer + Phone and Email Support, and more...
Thyrv
As close to an "all-in-one" platform that you will find...and it's affordable!
CRM, text & email, e-commerce, online presence, reputation management, social media management, document sharing and storage, and more.
Eight (8) different packages based on your needs
24/7 support
Digital document signing
Website builder add-on
Keap (InfusionSoft)
Trial: Free 14-day trial and interactive demo
Setup: $0 to $499 setup
Contract: No contract, month-to-month, discount for annual payment
Starting price: $159/mo for two users and 1,500 contacts
Conference: Great annual user conference in Scottsdale, AZ
Features: Large, diverse certified partner community, Shopping Cart and Order Forms, Sales pipeline, SMS, Print mail integration, Business phone line, and more...
GoHighLevel
Trial: 14-day free trial
Setup: No setup fee
Contract: No contract
Multi-Faceted Tool: Replaces a lot of tools you are already using or wanted to use but didn't want to pay for
Starting Price: $97 to $297/mo for white label
While I have done my best to consolidate 26+ years of database and CRM experience into this quiz, nothing beats the give-and-take of speaking live to make the best decision.
If you'd like to schedule a time to review your results with me, just follow this link to let me know who you are, and be sure to put in the comments section that you took this quiz and would like to discuss the results.
You may also text me at (714) 369-8004, and we can line up a time to speak.
To your success,
P.S. Want to make surveys and quizzes like this? Check this out.