Your Best CRM Options

These are the CRMs and marketing automation platforms I've personally used and tested since 2008.

HubSpot logo with Wes Schaeffer, The Sales Whisperer®

  • Free For Life (No credit card)

  • Setup: No setup fee

  • Contract: No contract

  • Starting price: Free for life

  • Feature: Powerful, fast, works in all browsers, add users, even send emails.

Nimble

Nimble
  • Trial: 14-day free trial (No credit card)

  • Setup: No setup fee

  • Contract: No contract

  • Starting price: $24.90/mo

  • Feature: Cool browser-based sidebar to add contacts from ANY website! Recently added workflow automations.

ActiveCampaign

ActiveCampaign

  • Trial: Free trial (No credit card)

  • Setup: No setup fee

  • No Native E-commerce

  • Contract: No contract

  • Starting price: $39/mo for 1 user ($29/mo for annual)

Ontraport

Ontraport
  • Trial: 14-day free trial (No credit card)

  • Setup: No setup fee

  • Contract: No contract, month-to-month, discount for annual payment

  • Starting price: $24/mo for 500 contacts, one user, unlimited emails

  • Conference: Affordable annual conference of users in Santa Barbara, CA

  • Features: Large, diverse certified partner community, Order Forms, SMS integration, Print mail integration, Membership site plugin, and more...

Pipedrive CRM

Pipedrive CRM
  • Trial: 30-day free trial (No credit card)

  • Setup: No setup fee

  • Contract: Annual or Monthly

  • Not an Email Marketing Platform

  • Unlimited Contacts

  • Starting price: $19.90 to $119/mo (Save 25% with annual agreement)

CRM Sushi Podcast

Check out The CRM Sushi Podcast for interviews and insights on all of these platforms and more.

Simplii

Simplii
  • Trial: 30-day free trial (No credit card)

  • Setup: No setup fee

  • Contract: Annual or Monthly

  • Not an Email Marketing Platform

  • Unlimited Contacts

  • Starting price: $19.90 to $119/mo (Save 25% with annual agreement)

PhoneBurner

PhoneBurner
  • Trial: Free interactive demo

  • Setup: No setup fees

  • Contract: No contract

  • Starting price: $127 - $169/mo

  • Training: Live monthly educational webinars

  • Features: Unlimited Power Dialing CRM (+ integrations available) + Voicemail Drop + Email Sending + Email, Link & Attachment Tracking + Custom Dispositions + Text Messaging (optional add-on) + Local ID (optional add-on) + Call Tracking & Analytics + Call Recording + Call Transfer + Phone and Email Support, and more...

Thyrv

Thyrv

Keap (InfusionSoft)

Keap
  • Trial: Free 14-day trial and interactive demo

  • Setup: $0 to $499 setup

  • Contract: No contract, month-to-month, discount for annual payment

  • Starting price: $159/mo for two users and 1,500 contacts

  • Conference: Great annual user conference in Scottsdale, AZ

  • Features: Large, diverse certified partner community, Shopping Cart and Order Forms, Sales pipeline, SMS, Print mail integration, Business phone line, and more...

The CRM Butler

GoHighLevel

HighLevel
  • Trial: 14-day free trial

  • Setup: No setup fee

  • Contract: No contract

  • Multi-Faceted Tool: Replaces a lot of tools you are already using or wanted to use but didn't want to pay for

  • Starting Price: $97 to $297/mo for white label

While I have done my best to consolidate 26+ years of database and CRM experience into this quiz, nothing beats the give-and-take of speaking live to make the best decision.

If you'd like to schedule a time to review your results with me, just follow this link to let me know who you are, and be sure to put in the comments section that you took this quiz and would like to discuss the results.

You may also text me at (714) 369-8004, and we can line up a time to speak.

To your success,

Wes

P.S. Want to make surveys and quizzes like this? Check this out.