H
CRM & salesHubSpot
Connect sales, marketing and service
A CRM within a broader platform for marketing, sales and customer service.
EXPLORE THE CATEGORY
CRM & sales
Keep every relationship, follow-up and opportunity moving.
P
CRM & salesPipedrive
Organise sales follow-up
A sales CRM with pipeline management, lead management and sales automation.
Z
CRM & salesZoho CRM
Customise a sales process
A CRM offering sales processes, pipeline customisation and automation.
Start with the job.
Your goal is to move an enquiry to a completed sale. A useful trial should resemble the work you will repeat, not a vendor demonstration.
A practical sample
Prepare ten sample contacts, three opportunities and a follow-up due tomorrow. Use synthetic information wherever a real record would expose someone’s data.
What to test
- Import a small synthetic contact list, including one duplicate.
- Move an opportunity through your actual sales stages.
- Assign a follow-up and check how it appears to a colleague.
- Export contacts and opportunities, then inspect the resulting files.
Guides for your kind of work
CRM & sales for freelancers CRM & sales for consultants CRM & sales for creative agencies CRM & sales for marketing teams CRM & sales for content creators CRM & sales for coaches CRM & sales for small businesses CRM & sales for startups CRM & sales for ecommerce teams CRM & sales for sales teams CRM & sales for remote teams CRM & sales for recruiters CRM & sales for education teams CRM & sales for nonprofits CRM & sales for local service businesses CRM & sales for software teams