CRM category

Marketing and CRM CRMs

CRMs with email marketing and automation built in, so you can skip a second tool. 4 picks in this category. No paid placements.

Agile CRM

Marketing and CRM

  • Free plan
  • Best for marketing on a budget

A budget option for very small teams that want marketing automation bundled with CRM.

Paid from Starter $9.99/user/month billed yearly ($8.99 on a 2-year term), 10,000 contacts; monthly-billing price not shown

EngageBay

Marketing and CRM

  • Free plan
  • Best for marketing plus helpdesk

Bundles marketing automation, CRM, and helpdesk cheaply for small businesses.

Paid from Basic $13.79/user/month billed yearly, $14.99/user/month billed monthly ($12.74 on 2-year billing); 500 contacts

HubSpot

Marketing and CRM

  • Free plan
  • Best for small teams plus marketing

A good fit for small teams that want an easy CRM with marketing tools built in.

Paid from Starter list price $20/seat/month; limited-time new-customer offer $7/seat/month billed annually or $10/seat/month billed monthly

Keap

Marketing and CRM

  • No free plan
  • Best for marketing automation

Aimed at small businesses that want heavy marketing automation and sales funnels bundled with CRM and invoicing.

Paid from $299/month billed annually ($2,988/year), includes 2 user licenses; additional users cost $39/month each

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Done-for-you CRM cleanup

Messy CRM? Get it cleaned up for one flat fee.

Duplicates, confusing fields, and leads stuck in an inbox make any CRM hard to use. I will tidy it up so your contact list is something you can actually work from.

  • Dedupe and clean up to 1,000 contacts
  • Fix or simplify fields (properties) so the data makes sense
  • Connect a simple lead form so new inquiries land in your CRM

Flat fee for one CRM (HubSpot or Salesforce). Payment via PayPal. Need a sales pipeline and follow-up setup too? Ask about cleanup plus setup for $200. Done by Cole Siegel, Salesforce Certified Platform Admin.

$110 flat fee