CRM for SMB: Weighing our options

A few days ago, I posed this question, via Twitter and emailed a similar question to about a dozen business owners:

Who do you use for CRM? Especially interested in hearing about Salesforce alternatives with strong funnel reporting for 10+ person teams.

I received a ton of feedback, and many people asked that I share what I learned. We haven’t made a decision yet, but we’ve done a bunch of due diligence, and here’s my preliminary summary.

Some background:

We’re presently running’s Group Edition, and our license caps out at ten users. We’re bumping up against that cap now, and need to make a change in the not-too-distant-future.

We’re presently paying $950 per year for up to 10 users. I don’t know where that pricing came from, but we’re pleased to have it and feel like it’s a great deal. We do suffer some inadequacies with the Group Edition, chief among them are no support for third-party integrations and no access to our data via the Salesforce API.

To eliminate those inadequacies, we’ve planned an upgrade to the Professional Edition when we hit our 10-user cap. The time is nigh, and a few things are causing me to scrutinize the decision to renew with Salesforce: Continue reading “CRM for SMB: Weighing our options”