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Ask HN: SaaS Sales CRM Suggestion

2 points by aruanavekar 5y ago

What CRMs are out there that is suitable for 5 people sales team - prospecting, pipeline, demo Right now checking zoho, streak, copper, Salesforce.

Jugurtha 5y ago
I'm not affiliated, but https://close.com https://close.com. Not as overwhelming as Salesforce for a tiny team (https://close.com/compare/salesforce-alternative https://close.com/compare/salesforce-alternative). Syncs with your email so even if you send an email using Thunderbird, it will appear in Close.io and vice versa. It has nice features like "Leads never emailed" or "No contact > 30 days", etc, although the UI for messages is slightly straining, but nothing horrible. They also send you a bundle of PDF books that appear to be useful "Sales-Resource-Library". Here's a `tree`: . ├── Audiobooks │└── Zero to 1000 Customers Audiobook │ ├── 0-1k Intro.mp3 │ ├── 0-1k Milestone 1.mp3 │ ├── 0-1k Milestone 2.mp3 │ ├── 0-1k Milestone 3.mp3 │ ├── 0-1k Milestone 4.mp3 │ └── 0-1k Outro.mp3 ├── Books │├── Cold-Email-Hacks.pdf │├── Enterprise-Sales-for-Startups.pdf │├── Product-Demos-That-Sell.pdf │├── SAAS-Sales-for-Startup-Founders.pdf │├── The-Follow-Up-Formula.pdf │├── The-Founders-Guide-to Sales-Negotiations.pdf │├── The-Sales-Hiring-Playbook.pdf │├── The-Startup-Sales-Playbook.pdf │├── The-Ultimate-Startup-Guide-to-Outbound-Sales.pdf │├── Your-Growth-Hacks-Arent-Working.pdf │└── Zero-to-1000-Customers.pdf ├── PDFs │├── 4-Week-Sales-Onboarding-Schedule.pdf │├── 4-Week-Sales-Onboarding-Schedule.pptx │├── 8-Email-Templates.pdf │├── B2B-Qualifying-Questions-Checklist.pdf │├── Call-Review-Checklist-for-Senior-Sales-Reps.pdf │├── Good Crisis Checklist Emails.pdf │├── Good Crisis Emails.pdf │├── Good Crisis Subject Lines.pdf │├── Objection-Management.pdf │├── Product-Demo-Checklist.pdf │├── Remote-Video-Sales-Calls-Checklist.pdf │├── Remote-Video-Sales-Calls-Guide.pdf │├── Sales-Hiring-Checklist-GRAYSCALE.pdf │├── Sales-Hiring-Checklist.pdf │├── Sales-Hiring-Referral-Email-Template-GRAYSCALE.pdf │├── Sales-Hiring-Referral-Email-Template.pdf │├── Sales-Interview-Question-Matrix-FILLABLE.pdf │├── Sales-Interview-Question-Matrix-GRAYSCALE.pdf │├── Sales-Plan-Cheat-Sheet.pdf │├── Sales-Script-Template.pdf │└── Sales-Strategy-Template.pdf └── Spreadsheets and Toolkits ├── Close-Sales-Enablement-Toolkit │├── Case-Study-[custom-fields].pdf │├── Case-Study-[print-friendly].pdf │├── Cold-Email-Templates.pdf │├── Comparison-Chart-[custom-fields].pdf │├── Comparison-Chart-[print-friendly].pdf │├── Comparison-Pricing-Calculator.html │├── _Quickstart-Guide.pdf │├── Sales-Battle-Card-[custom-fields].pdf │├── Sales-Battle-Card-[print-friendly].pdf │├── Sales-Onboarding-Schedule.key │├── Sales-Onboarding-Schedule.pptx │├── Sales-Script-[custom-fields].pdf │├── Sales-Script-[print-friendly].pdf │├── Sequence-Strategy-[custom-fields].pdf │└── Sequence-Strategy-[print-friendly].pdf ├── SAAS-Tech-Stack-Database.html └── Tablesheet-Spreadsheet-CRM.html The product is tight overall.
- aruanavekar 5y ago
  Thanks.

2 points by aruanavekar 5y ago

What CRMs are out there that is suitable for 5 people sales team - prospecting, pipeline, demo Right now checking zoho, streak, copper, Salesforce.

Jugurtha 5y ago

I'm not affiliated, but https://close.com https://close.com. Not as overwhelming as Salesforce for a tiny team (https://close.com/compare/salesforce-alternative https://close.com/compare/salesforce-alternative). Syncs with your email so even if you send an email using Thunderbird, it will appear in Close.io and vice versa. It has nice features like "Leads never emailed" or "No contact > 30 days", etc, although the UI for messages is slightly straining, but nothing horrible. They also send you a bundle of PDF books that appear to be useful "Sales-Resource-Library". Here's a `tree`: . ├── Audiobooks │└── Zero to 1000 Customers Audiobook │ ├── 0-1k Intro.mp3 │ ├── 0-1k Milestone 1.mp3 │ ├── 0-1k Milestone 2.mp3 │ ├── 0-1k Milestone 3.mp3 │ ├── 0-1k Milestone 4.mp3 │ └── 0-1k Outro.mp3 ├── Books │├── Cold-Email-Hacks.pdf │├── Enterprise-Sales-for-Startups.pdf │├── Product-Demos-That-Sell.pdf │├── SAAS-Sales-for-Startup-Founders.pdf │├── The-Follow-Up-Formula.pdf │├── The-Founders-Guide-to Sales-Negotiations.pdf │├── The-Sales-Hiring-Playbook.pdf │├── The-Startup-Sales-Playbook.pdf │├── The-Ultimate-Startup-Guide-to-Outbound-Sales.pdf │├── Your-Growth-Hacks-Arent-Working.pdf │└── Zero-to-1000-Customers.pdf ├── PDFs │├── 4-Week-Sales-Onboarding-Schedule.pdf │├── 4-Week-Sales-Onboarding-Schedule.pptx │├── 8-Email-Templates.pdf │├── B2B-Qualifying-Questions-Checklist.pdf │├── Call-Review-Checklist-for-Senior-Sales-Reps.pdf │├── Good Crisis Checklist Emails.pdf │├── Good Crisis Emails.pdf │├── Good Crisis Subject Lines.pdf │├── Objection-Management.pdf │├── Product-Demo-Checklist.pdf │├── Remote-Video-Sales-Calls-Checklist.pdf │├── Remote-Video-Sales-Calls-Guide.pdf │├── Sales-Hiring-Checklist-GRAYSCALE.pdf │├── Sales-Hiring-Checklist.pdf │├── Sales-Hiring-Referral-Email-Template-GRAYSCALE.pdf │├── Sales-Hiring-Referral-Email-Template.pdf │├── Sales-Interview-Question-Matrix-FILLABLE.pdf │├── Sales-Interview-Question-Matrix-GRAYSCALE.pdf │├── Sales-Plan-Cheat-Sheet.pdf │├── Sales-Script-Template.pdf │└── Sales-Strategy-Template.pdf └── Spreadsheets and Toolkits ├── Close-Sales-Enablement-Toolkit │├── Case-Study-[custom-fields].pdf │├── Case-Study-[print-friendly].pdf │├── Cold-Email-Templates.pdf │├── Comparison-Chart-[custom-fields].pdf │├── Comparison-Chart-[print-friendly].pdf │├── Comparison-Pricing-Calculator.html │├── _Quickstart-Guide.pdf │├── Sales-Battle-Card-[custom-fields].pdf │├── Sales-Battle-Card-[print-friendly].pdf │├── Sales-Onboarding-Schedule.key │├── Sales-Onboarding-Schedule.pptx │├── Sales-Script-[custom-fields].pdf │├── Sales-Script-[print-friendly].pdf │├── Sequence-Strategy-[custom-fields].pdf │└── Sequence-Strategy-[print-friendly].pdf ├── SAAS-Tech-Stack-Database.html └── Tablesheet-Spreadsheet-CRM.html The product is tight overall.

aruanavekar 5y ago
Thanks.