StarterCRM is a customer relationship management solution that helps small businesses manage contacts, track sales pipelines, and organize customer interactions efficiently. Initial training may be required to make the most of the software comprehensive features, the software focus on core CRM tasks make it a reliable choice for businesses.
StarterCRM Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is StarterCRM?
StarterCRM is a cloud-based solution built specifically for small businesses and startups. It caters to industries looking for a straightforward way to manage leads, sales activities, and customer engagement without complex tools or steep learning curves.
The software offers a centralized platform that simplifies client tracking, boosts team coordination, and reduces time spent on manual processes. By eliminating unnecessary complexity, Starter CRM helps businesses stay organized and focused on growth.
StarterCRM Pricing
StarterCRM cost depends on your organization type and needs. The software offers two plans:
- StarterCRM: $14.95
- InsurPRO: $14.95
Disclaimer: The pricing is subject to change.
StarterCRM Integrations
The software seamlessly integrates with various third-party apps and platforms. This includes:
- Mailchimp Software
- Outlook
Who Is StarterCRM For?
StarterCRM software is designed specifically for small businesses and startup entrepreneurs.
Is StarterCRM Right For You?
StarterCRM is a good option for businesses because of its affordability and ease of use. It reduces time spent on manual tasks, improves customer tracking, and helps streamline sales efforts. The platform supports better team collaboration and provides clarity in managing client relationships, making it ideal for growing businesses with limited resources. It also scales well as teams expand.
Still not sure if StarterCRM is right for you? Our support staff is available at (661) 384-7070 to help you make the right choice.
StarterCRM Features
StarterCRM lets you import and store contact details quickly, centralizing all customer information online. You can access it securely from any device—whether at work, home, or on the road—ensuring important client data is always available when needed.
The software offers seamless syncing with Outlook, enabling users to integrate contact lists effortlessly. This ensures that updates made in one platform reflect automatically in the CRM, helping avoid manual entry errors and maintaining up-to-date information across tools.
Users can add multiple insurance carriers with ease. In just a few steps, you can input all relevant insurance companies you work with, centralizing carrier information and streamlining policy management for insurance professionals.
The platform lets you set up birthday and anniversary reminders directly from contact records. These important dates then appear in your calendar, ensuring you never miss client milestones and maintain personalized engagement with minimal effort.
StarterCRM allows you to track tasks and appointments from within each contact record. This helps ensure that all follow-ups, meetings, and deadlines are organized and easy to view, keeping your schedule clear and your client communications on track.