CRM & Sales Pipeline Software
AdvisorEngine CRM Review: Financial Advisor CRM
AdvisorEngine CRM suits RIAs needing household-level client tracking, audit logging, and custodian integrations, but SEC recordkeeping claims remain unverified.
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664provider fit reviewsUnderstand the methodology
Showing 169–192 of 664 results
Independent research · Open methodologyCRM & Sales Pipeline Software
Advyzon Review: Financial Advisor CRM
Advyzon review for RIAs needing compliance-ready client tracking. See household views, document audit trails, custodian integrations, and pricing gaps.
CRM & Sales Pipeline Software
Microsoft Dynamics 365 Review: Financial Advisor CRM
Microsoft Dynamics 365 is a mixed fit for financial advisory compliance and client tracking. See which capabilities are native and which need configuration.
CRM & Sales Pipeline Software
Orion Advisor Solutions Review: Financial Advisor CRM
Orion Advisor Solutions suits RIAs needing household-level client tracking and compliance. Learn its strengths, limits, and recordkeeping gaps before buying.
CRM & Sales Pipeline Software
Practifi Review: Financial Advisor CRM
Practifi is evaluated for financial advisory compliance and client tracking, covering buyer fit, pricing, strengths, limitations, and purchase considerations.
CRM & Sales Pipeline Software
Redtail CRM Review: Financial Advisor CRM
Redtail CRM review for financial advisors needing compliance-ready client tracking. See household linking, audit logs, and archiving limits before you buy.
CRM & Sales Pipeline Software
Agile CRM Review: Free Startup CRM
Agile CRM's Free plan gives startups 10 users and 1,000 contacts at $0, but tight caps and unclear permanence make it a mixed fit. See the tradeoffs.
CRM & Sales Pipeline Software
Attio Review: Free Startup CRM
Attio's free plan offers 50,000 records and contact syncing for up to three seats, but caps email sending and excludes sequences. See if it fits your startup.
CRM & Sales Pipeline Software
Bigin Review: Free Startup CRM
Bigin Free Edition suits solo, pre-revenue founders needing a $0 CRM with pipeline and calling, but its one-user and 500-record caps block startup teams.
CRM & Sales Pipeline Software
Capsule CRM Review: Free Startup CRM
Capsule CRM's permanent $0 Free plan suits 1-2 person startups with under 250 contacts, but caps at two users, one pipeline, and limited reporting.
CRM & Sales Pipeline Software
EngageBay Review: Free Startup CRM
EngageBay's free plan bundles CRM, email marketing, live chat, and helpdesk for up to 15 users, but a 250-contact cap limits it. See if it fits your startup.
CRM & Sales Pipeline Software
Freshsales Review: Free Startup CRM
Freshsales Free Plan offers a permanent $0 CRM for up to three users, with contacts, deals, and Kanban pipelines.
CRM & Sales Pipeline Software
HubSpot Review: Free Startup CRM
HubSpot's free-forever CRM suits bootstrapped startups, but user and contact limits are unclear. See what the free tier includes and where it falls short.
CRM & Sales Pipeline Software
Insightly Review: Free Startup CRM
Insightly's free CRM plan caps at 2 users and 2,500 records, but its availability is disputed. See whether it fits a bootstrapped startup before you commit.
CRM & Sales Pipeline Software
Zoho CRM Review: Free Startup CRM
Zoho CRM Free Edition is a good fit for bootstrapped startups needing a free CRM for up to three users. Learn its limits, pricing, and upgrade path.
CRM & Sales Pipeline Software
Bigin by Zoho CRM Review: Small Business CRM
Bigin by Zoho CRM suits 2-20 person teams replacing spreadsheets, with Express at $7/user/month. Learn its pipeline strengths, automation limits, and pricing.
CRM & Sales Pipeline Software
Capsule CRM Review: Small Business CRM
Capsule CRM is a good fit for small business CRM, with fast onboarding and visual pipelines. Learn its plan limits, pricing, and reporting gaps before buying.
CRM & Sales Pipeline Software
Freshsales Review: Small Business CRM
Freshsales Growth costs $9/user/month annually and fits 2-20 person teams, but one pipeline and no sequences force a Pro upgrade at $39/user/month.
CRM & Sales Pipeline Software
HubSpot Review: Small Business CRM
HubSpot is a strong fit for small business CRM, with a genuinely functional free tier and visual pipelines. Learn its limits and upgrade costs before buying.
CRM & Sales Pipeline Software
Less Annoying CRM Review: Small Business CRM
Less Annoying CRM suits small teams of 2-20 replacing spreadsheets, with one $15 per user monthly plan. Learn its pipeline, email, and reporting limits.
CRM & Sales Pipeline Software
monday CRM Review: Small Business CRM
monday CRM suits 2-to-20-person teams wanting visual, customizable pipelines, but Basic lacks email sync and automations. See plan costs before you buy.
CRM & Sales Pipeline Software
Pipedrive Review: Small Business CRM
Pipedrive is a good fit for small business CRM when a visual, sales-led pipeline is the priority. Learn which plan fits teams of 2-20 and where it falls short.
CRM & Sales Pipeline Software
Salesforce Review: Small Business CRM
Salesforce Starter Suite costs $25 per user monthly and fits small sales teams, but reviews cite a steep learning curve and higher total cost than simpler CRMs.
CRM & Sales Pipeline Software
Zoho Review: Small Business CRM
Zoho fits 2-to-20-person teams replacing spreadsheets, with Bigin from $7 per user monthly. Learn where it works and where complexity raises risk.