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What CRM do you use and/or recommend for a healthcare services/special needs startup?

I am joining a startup and one of my immediate tasks is to lead the search for a lead tracking and CRM platform. Salesforce is an obvious choice, but we also want to consider some other options and we have found the following:

1. Zoho
2. Insightly
3. Pipedrive
4. Nutshell
5. HighRise

Is anyone using and/or recommends the above CRMs? Are there any others we should be considering? Ideally, we would like to use a platform that can easily be integrated with Unbounce or Wordpress.

Thanks!

30 Replies

Brian McConnell
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Brian McConnell Entrepreneur
Head of Localization at Medium.com
Hi Justin, If you need to integrate with other systems, Insightly provides an easy to use REST API. In general Insightly is well suited to smaller organizations, as its easy to use and does not require expert help to set up (disclaimer: I manage Insightly's web API and localization, so I may be biased :) Brian McConnell
david heslop
0
1
david heslop Entrepreneur
Founder PurpleAcorns/P3 Ventures
Justin. I am advising a firm at the moment who have some very relevant software....far more than just CRM and multi system centric , with key insight analytics ...worth a look, David Sent from my iPhone
Justin Adelson
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Justin Adelson Entrepreneur
Director of Marketing at Language and Learning Centers of America
Brian, I hope you get commission on sales!

We are a small company at the moment, but we are looking to scale quickly and will have multiple offices throughout the USA. So we will need a CRM that can scale with us.

Eric Sullivan
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Eric Sullivan Entrepreneur
CEO at FoundationLab
Not sure what features you need specifically but we have enjoyed using the Hubspot CRM and it's free. Worth checking out at least.
Matt Kaufman
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0
Matt Kaufman Advisor
Cloud Technology Expert
We work very closely with the LifeSciences team at Salesforce. Their pricing is higher than the options you mentioned, but you'll never have to switch to another platform when you grow.
Bettina Bennett
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0
Bettina Bennett Entrepreneur
CEO @whichbox® // We help you make people fall in love with your brand ... Forever! // Storytelling + Crowdsourced UGC
We use and love Pipedrive, but we also still have a highrise account. They are upgrading/updating their platform, and we may move back to highrise at some point.
Stephen Mitchell
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Stephen Mitchell Entrepreneur
Owner, MLogiq
I moved to Close.io 2 months ago and I have never been so impressed with a CRM. Strongly recommend that you have a look. Good luck. SM
Cynthia Hammersley
1
0
Managing Partner at GiveRight LLC
I would take a look at Greenrope. The interface is a bit clunky but it does CRM, website integration AND lead nurturing for $149/month for up to 5,000 contacts. It is a great starter system and is integrated with Salesforce if you decide to go that way in the future. Salesforce is great but the price is very high and you will likely need to hire an expert to set it up. Figure on an upfront out of pocket of at least $10K just to get a 2-3 user system off the ground. As a startup I think your money is better spent elsewhere. [image: Picture] Cynthia Hammersley [removed to protect privacy] [removed to protect privacy]
Ahmed Sorour
1
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Ahmed Sorour Entrepreneur
Agile/DevOps Coach @ Target, Cofounder @ RevampCRM
It varies based on what you need. We at RevampCRM took "CRM" to anew dimension where we think the customer-centric big-data analytic-driven trends is taking the industry.

RevampCRM blends dynamic segmentation, sales and marketing automation into one pot so you can do things like: notify sales or create tasks if your customers do not open your emails or unsubscribed or the email bounced.

Unless this sounds too radical for you, I would encourage you to look at it. It's built for B2B, B2C and online retailers.


Jake Horn
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Jake Horn Entrepreneur
Principal, Founder at Volitas
It really depends on how much you want to customize and expand the usage of the software. For example, lets say you start with lead, accounts, contact and opportunity tracking. That's fairly simple and most tolls can do that. Since I am not sure whether or not you are a B2B or B2C services business I am going to assume you are B2B just for illustrations sake.

Let's say you sell service projects that involve multiple resources and revenue that takes multiple months to be billed. Lots of those businesses ask me to create reports for them to show revenue by month for opportunities. The only two tools that I work with that allow me to do that easily are SalesForce and Dynamics CRM. The reason is I can create custom objects in the system that hang off of the opportunity to track that revenue by month.

Another example might be that you want to begin tracking service cases against client records in your CRM system. Since you are in healthcare you may be regulated by the FDA or some other entity. They require a level of data auditing, security and traceability that most small tools can't support.

If you need something just for a small business and have time to make a change if it stops meeting your needs then consider a smaller solution. Dynamics CRM and Salesforce lead the industry mostly because of their flexibility and ability to grow as you grow.
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