Michelle Tandler
Michelle TandlerAssociate @ Trinity Ventures

What is the best lightweight CRM tool?

Looking to get all the people I know into some sort of system...
Featured 
12 recommended
  1. 47
    Salesflare CRM

    Simple yet powerful CRM for small businesses selling B2B

    Dries Hendrickx
    Dries HendrickxSales manager, Conversation Starter · Written
    Salesflare is a CRM that thinks and works for you instead of the other way around. You don’t have to fill anything and all interactions with people you’re in contact with (emails, email opens, link clics, website visits, phone calls, meetings) are automatically logged. You can use it in Gmail from a powerful sidebar and it can integrate with almost anything.
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  2. 18
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    Streak

    CRM in your inbox - for Gmail

    Ben Lang
    Ben LangCommunity @NotionHQ, angel investor · Written
    The integration within your inbox is fantastic. Super lightweight but jampacked with powerful features.
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  3. 14
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    Airtable Interface Designer

    Create custom interfaces to fit your team's specific needs

    Kyle Hess
    Kyle HessFintech Product Manager · Written
    I know i know... it's not a CRM... but i know a handful of people using it to do this (myself included). This + Zapier seems to be a pretty powerful solution for personal use, or small biz. IDK that it will work quite as well if you're doing heavy selling.
    CommentsShare
    If you're looking for something lightweight, easy to use, and fully customizable to your needs and workflow, then Airtable is the way to go.
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  4. 9
    Salesmate CRM
    Sruti Raizada made this product
    It's easy to start with and has lots of exciting features like Two-way email sync, email tracking, customized workflows and reporting.
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    Mehul Shah
    Mehul ShahDigital Marketing Expert · Written
    The most important features for any small business or startup will be to manage all their communication channels from a single platform effectively and that is what exactly Salesmate CRM offers. You can send and track emails, buy virtual phone numbers, make and receive calls with call recording, call transfer, and call forwarding functionalities. Also, you can send text (SMS) to your customers using Salesmate CRM. The system is very simple, easy to use and affordable for small business and startups.
    CommentsShare
    The features and UI are designed very mindfully. Working really smoothly for our team. Would totally recommend Salesmate to any small business.
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  5. 5
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    HubSpot Growth Stack

    Tools that grow with your business.

    Haris Qureshi
    Haris QureshiHelping SaaS companies scale with AWS · Written
    It's free - doesn't get much better than that. Integrates natively (naturally) with the marketing platform - very clean UI. And fetches most data automatically, so actually saves a lot of admin time. There are paid add-ons available, and integrates well with other major apps.
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  6. 2
    NetHunt CRM

    Turn Gmail into a smart CRM

    Victor Iryniuk
    Victor IryniukProduct Manager, NetHuntCRM. · Written
    Victor Iryniuk made this product
    It completely integrates with Gmail, so you're getting a CRM alongside your Gmail inbox. Pretty light on resources, simple, but packs a punch with functionality.
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  7. 2
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    Freshsales CRM

    A full-fledged CRM for high-velocity sales teams.

    Tejas Kinger
    Tejas KingerPMM @ Plum | Prev. @ Freshworks Hiver · Written
    Possibly the best when it comes to being a feature-packed, easy to use, yet light weight CRM built from ground up for high-velocity sales.
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  8. 2
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    Notebook for Mac

    The beautifully simple note-taking app from Zoho. Now on Mac

    Ramon
    RamonStartup Enthusiast · Written
    Simple, practical and efficient contact management style CRM. Organize contacts, tasks, and deals in one place.
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  9. 1
    insightly
    Julien Gomez
    Julien GomezFounder, EEWORX · Written
    Great product! Easy to setup, and use. Integrations with major apps like Quickbooks or Slack. And the reports feature is now really interesting.
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  10. 1
    Agile CRM
    Saketh Rasakatla
    Saketh RasakatlaSr. Digital Marketer · Written
    Agile CRM has been rated the best by: - G2Crowd - Capterra - TrustRadius It currently serves over 14,000 businesses across the globe! It's FREE and has a simple UI with over 50+ features. Try and do share your feedback! (www.agilecrm.com) Agile CRM is the only comprehensive, end-to-end CRM that delivers sales, marketing and support automation to help small and medium businesses manage all parts of the customer journey, from a single platform, in order to drive sustainable, scalable growth. By providing an end-to-end solution that can manage every aspect of your business, Agile CRM sets itself apart from the competition by letting you drastically reduce the number of applications you need to manage different parts of your business. The platform offers an open API that enables users to integrate with numerous third-party applications, as well as develop their own custom widgets to integrate additional applications. Plus, the SaaS system lives in the cloud and is fully mobile-ready, making it a true next-generation solution. The solution is highly scalable with a very attractive price point. This makes Agile CRM the perfect solution for small businesses looking to grow sustainably.
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  11. 1
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    Markd

    Bookmarks for people

    Brandon Wu
    Brandon WuWorking on Casually Competitive Games · Written
    Brandon Wu made this product
    Some great suggestions here! If you want something *super* lightweight, a tool that helps you remember and organise contacts, Markd is a tool we initially built for our own use to replace tracking people on spreadsheets. It's a browser button + web dashboard to let you quickly save someone, tag them, and add notes / reference images so you can come back to them later. 😃
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  12. 4
    CoManage

    Create online invoices with our invoicing tool and CRM

    Thomas Houben made this product
    Hi, we made a simple CRM and invoicing tool with Laravel. Let us know what you think!
    CommentsShare