Question

Best CRM for a Small Bank, SF is just too much for most of them?

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#HubSpot #Salesforce #Capiche
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maguay's avatar
a year ago

While I'm not certain which CRM would be best for a bank, the closes similar discussion on Capiche covered the best CRM for a venture firm, which saw recommendations for Attio, HubSpot, Affinity, and Pipedrive. HubSpot got a lot of recommendations in another discussion about what CRM teams are using. Those could be worth checking!

Has your team tried any other CRMs beyond Salesforce so far?

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Joe_Benjamin's avatar
a year ago

You might want to consider HubSpot or Zoho. Zoho is pretty affordable depending on your needs. Here's an article comparing Zoho to Salesforce which you might find useful: https://revpilots.com/zoho-vs-salesforce/

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