Small businesses need CRMs that fit their needs, automate daily tasks, and simplify customer management.
Some tools focus on marketing, others on sales, and a few offer AI capabilities. HubSpot offers a strong free plan that grows into a complete marketing and sales platform. Complimentary tools like Lindy offers affordable AI automations and integrations with the top CRMs.
In this guide, we'll cover:
- What each CRM does best for small businesses
- How pricing and plans stack up across different needs
- Where tools like Lindy offer advantages in automation and ease of use
- Trade-offs you should know before committing
- Which CRM makes the most sense based on your sales model, team size, and tech stack
We'll start with a quick overview and then dive into detailed breakdowns of each platform.
The 8 best CRM software for small businesses
Choosing the right CRM can make a difference, especially when keeping customers happy, closing more deals, and saving your team's time. Here's a quick look at some of the best CRM software for small businesses and what each one does best:
- Lindy – best for automating CRM tasks with AI agents
- HubSpot CRM – the best free CRM with sales and marketing tools
- Zoho CRM – best for deep customization on a budget
- Freshsales (by Freshworks) – best for AI-driven lead scoring
- Pipedrive – best for visual sales pipelines
- Salesforce Essentials – best for growing into enterprise-level CRM
- Nimble – best for social media and relationship management
- Capsule CRM – best for simplicity and speed
Let’s now look at these tools in detail.
1. Lindy – best for automating CRM tasks with AI agents
While Lindy isn’t a traditional CRM, it earns a place on this list because many small teams don’t just need contact storage. They need to get things done affordably, like leads followed up, CRMs updated, and meetings scheduled.
Lindy brings AI into the CRMs and delivers those workflows with AI-powered agents that plug into your existing stack or act as a lightweight CRM replacement.
What does it do?
Lindy is an AI automation platform that helps teams automate tasks like outreach, enrichment, CRM updates, and scheduling using customizable AI agents built without code.
These agents handle everything from qualifying leads and following up via email to syncing records and even jumping on voice calls when needed.
Some of Lindy's standout capabilities include:
- Lead generation and enrichment: Automatically find new leads and fill in missing details like company size, role, and contact information.
- Email and phone automation: Send personalized outreach emails, manage follow-ups, and handle inbound and outbound calls with AI voice agents.
- Meeting prep and scheduling: Automatically gather background info before meetings, schedule calls, and send reminders.
- Customizable workflows: Build sales, support, and marketing processes visually — no developer needed.
- CRM integrations: Lindy connects natively with popular CRMs like Zoho, Salesforce, Agile, Central Station, HubSpot, and more.
Who is it for?
Lindy is an excellent fit for small businesses that:
- Want to integrate and use AI at work.
- Want to orchestrate CRM, calling, email, lead generation, and meeting automation through seamless integrations using an all-in-one AI assistant.
- Want to set up intelligent workflows that adapt to different conditions without paying for heavy enterprise software or hiring technical teams.
Lindy works well for fast-moving agencies, growing SaaS startups, and consulting teams that need to manage sales without a large back office.
How it compares
Compared to traditional CRMs, Lindy stands out by making automation the priority.
Where most CRMs rely on users manually updating fields and remembering to follow up, Lindy's AI agents perform those steps, helping you close more deals faster without needing a dedicated admin or SDR.
This is the reason why Lindy isn't just another CRM — it's closer to what a modern AI agent-building platform should look like: flexible, practical, and usable by everyday business owners.
A few areas where Lindy excels:
- Prebuilt templates: Quickly deploy agents for sales follow-up, CRM enrichment, or customer support dispatch without building from scratch.
- Logic and conditional flows: Instead of basic if/then automation, Lindy supports complex workflows where different outcomes can trigger various actions.
- Affordable scaling: Teams can start free and expand at their own pace.
Pros
- AI-powered workflows, not just pipeline management
- Prebuilt and customizable agent templates
- Visual, no-code builder for CRM + sales flows
- Fast lead generation and enrichment with AI
- Affordable starting point for small teams
Cons
- Learning curve when configuring advanced workflows
Pricing
- Free plan: Includes 400 credits/month, up to 400 tasks
- Pro plan: $49.99/month, includes 5,000 credits
- Business plan: $299.99/month, consists of 30,000 credits, premium actions, premium phone call features
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2. HubSpot CRM – the best free CRM with sales and marketing tools
HubSpot CRM offers one of the best free plans for small businesses. It's built to help growing teams organize contacts, manage deals, track communications, and align sales and marketing efforts — without the heavy lift of complicated setups.
What does it do?
HubSpot CRM provides a full suite of contact management tools bundled with email tracking, meeting scheduling, live chat, and basic marketing integrations.
Everything is designed to help businesses nurture leads, manage pipelines, and create better customer experiences — starting from a platform that costs nothing initially.
Its free plan includes:
- Unlimited users for basic CRM functionality.
- Deal pipelines, contact/company management.
- Email tracking and templates.
- Meeting scheduler and live chat widgets.
- Reporting dashboards and activity logs.
If you're moving off spreadsheets or just trying CRM software for the first time, HubSpot gives you a well-rounded starting point without feeling overwhelmed.
Who is it for?
HubSpot CRM is ideal for small teams that:
- Want a strong, scalable, free CRM they won't immediately outgrow.
- Need to manage both sales and marketing efforts in one platform.
- Plan to eventually use automation tools like email sequences, lead scoring, and marketing campaigns.
It's perfect for startups, marketing agencies, and service businesses that see value in connecting sales follow-ups and marketing nurturing from the beginning.
How it compares
Unlike many free CRMs that only offer contact storage, HubSpot adds layers of functionality, like email engagement tracking, live chat, and call logging, right inside the core experience.
As your business grows, you can expand into HubSpot's paid hubs like Sales Hub, Marketing Hub, and Service Hub to unlock even deeper automation and CRM workflows.
There’s a clear advantage with HubSpot: You can start for free, get your team onboarded quickly, and layer on more functionality only when you truly need it — no pressure, no forced upgrades.
It's important to know that if you're looking for more dynamic AI workflows or AI agent platform capabilities right out of the box, HubSpot's free CRM isn't designed to do that.
It's better thought of as a strong CRM foundation — one you can eventually build advanced automation onto if you choose.
Pros
- Best-in-class free CRM offering
- Clean, intuitive interface for beginners
- Strong ecosystem for future scaling (Sales Hub, Marketing Hub, Service Hub)
- Good training and support resources
Cons
- Automation and deeper reporting are locked behind paid tiers
- Pricing for add-ons can become expensive over time
- More traditional pipeline CRM — doesn't natively handle complex AI workflows
Pricing
- Free forever plan: Includes basic CRM features for up to two users
- Starter Customer Platform: Begins at $20/month, billed monthly
- The pricing is complex for bundles, and additional costs apply if you’re expanding into Marketing Hub, Sales Hub, or Operations Hub plans
3. Zoho CRM – best for deep customization on a budget
Zoho CRM makes a strong case for small businesses needing a flexible CRM to match their unique sales processes without paying enterprise prices. It's affordable, highly customizable, and built with tools supporting structured and unstructured sales environments.
What does it do?
Zoho CRM is a modular customer relationship management platform that covers everything from basic lead and pipeline management to complex sales automation and marketing campaigns.
It's known for offering serious flexibility even at entry-level pricing, making it a practical option for small teams with evolving needs.
Core features include:
- Multi-channel communication (email, phone, chat, social media)
- Custom workflows and automation rules
- AI-powered sales assistant ("Zia") for lead predictions and anomaly detection
- Blueprint feature to design and enforce structured sales processes
- Advanced reporting and analytics
Zoho also supports API integrations, which allow you to easily integrate with other apps if you outgrow the native ecosystem later.
Who is it for?
Zoho CRM is ideal for:
- SMBs with unique sales processes that don't fit standard pipeline templates
- Businesses that need customization without breaking the bank
- Teams wanting built-in multi-channel communication tools
Whether you're a real estate brokerage, B2B SaaS company, or consulting agency, Zoho CRM can bend to match your workflows instead of forcing you into predefined molds.
How it compares
Most entry-level CRMs offer simple contact management and basic email tracking.
Zoho, on the other hand, focuses on giving small businesses absolute control over fields, automation triggers, lead assignments, and customer journeys.
Its AI assistant, Zia, can predict deals that are likely to close, recommend workflow improvements, and highlight sales anomalies — putting it ahead of many lower-cost alternatives.
However, compared to a true AI agent-building platform like Lindy, Zoho's AI still operates more like a smart advisor than an active task performer.
The takeaway: If you want an affordable system that allows you to control nearly everything without needing to code, Zoho CRM should be high on your list.
Pros
- Highly customizable at every level — pipelines, fields, workflows
- Affordable plans with strong feature sets
- Native multi-channel communication (email, call, social)
- AI-powered insights with Zia assistant
- Active marketplace for third-party app integrations
Cons
- The user interface can feel overwhelming to beginners
- Workflow builder isn't as intuitive as more visual tools
- Advanced reporting features are locked behind higher-tier plans
Pricing
- Free plan: Up to 3 users (basic CRM)
- Standard plan: Starts at $14/user/month
- Professional, Enterprise, and Ultimate tiers offer progressively deeper functionality
4. Freshsales (by Freshworks) – best for AI-driven lead scoring
Freshsales, part of the Freshworks suite, helps you figure out which leads are worth your time. It's designed to help small businesses prioritize their outreach, close deals faster, and spend less time chasing cold leads.
What does it do?
Freshsales is a sales-focused CRM with a strong emphasis on built-in AI tools. It helps sales teams manage pipelines and convert leads without wasting time.
It's primarily known for its AI assistant, Freddy, which helps automatically score leads, forecast deals, and suggest the best following actions.
Key features include:
- AI-based lead scoring to identify the most promising prospects
- Built-in email, phone, and live chat communication
- Visual pipeline management and drag-and-drop deals
- Automated workflows for follow-ups and task assignments
- Intelligent analytics and reporting for sales tracking
It's designed to keep sales reps focused on selling rather than getting buried in CRM data entry or endless manual prioritization.
Who is it for?
Freshsales is an excellent match for:
- Small businesses with active sales teams that need to prioritize leads fast
- Companies that want built-in communication tools without needing third-party apps
- Teams that wish for AI support without a complex setup or extra costs
If your team struggles with lead qualification, missed follow-ups, or cluttered sales pipelines, Freshsales offers a smart way to tighten things quickly.
How it compares
What sets Freshsales apart is its ability to integrate AI into everyday sales work, not as a bolt-on or a pricey add-on but baked right into the CRM experience.
Freddy AI scores leads automatically based on their behavior, engagement, and profile fit, so reps always know who to call first.
However, while Freshsales' AI is smart for lead prioritization, it's still narrower in focus compared to platforms built for full AI agent automation (like an advanced AI voice agent platform would offer).
If you're mainly looking for lead handling and pipeline management with smart recommendations, Freshsales nails that core job better than most.
Pros
- AI-powered lead scoring included in core plans
- Built-in phone, email, and chat tools (no extra integration needed)
- Easy-to-use visual pipelines
- Good mobile app for sales on the go
- Quick setup, beginner-friendly UI
Cons
- Some advanced reporting features are locked behind higher plans
- Marketing automation features are weaker compared to larger platforms
- Freddy AI focuses mainly on sales, less flexible than full custom AI agents
Pricing
- No Free plan
- Growth plan: Starts at $9/user/month
- Higher plans (Pro, Enterprise) add deeper automation and analytics capabilities
5. Pipedrive – best for visual sales pipelines
Pipedrive is designed to help sales teams focus on actions that close deals, not just data entry and record-keeping.
What does it do?
Pipedrive is a sales-first CRM that creates a highly visual, intuitive experience for managing deals and pipelines.
Everything is organized around activities: calls, meetings, follow-ups, and deal stages. Instead of overwhelming users with dozens of tabs and features, Pipedrive focuses on what needs to happen next to advance sales.
Key features include:
- Drag-and-drop sales pipelines
- Activity tracking with reminders and follow-up tasks
- Email integration and two-way email sync
- Smart contact and deal management
- Basic workflow automation tools
It's built to be lightweight but effective, helping sales teams close more without getting bogged down in administrative work.
Who is it for?
Pipedrive works best for:
- Small sales teams who want a simple, action-focused CRM
- Businesses that rely on pipeline visibility and need to prioritize daily tasks quickly
- Founders and solopreneurs who need a lightweight sales tool without heavy onboarding or setup
It's perfect for teams that need clarity, knowing exactly where every deal stands at a glance.
How Pipedrive relates and excels
Where many CRMs overwhelm users with a flood of features, Pipedrive focuses on sales process visibility. Every contact, deal, and task is linked to the central pipeline view, making it easy to track what's happening and what needs attention next.
While Pipedrive does offer some automation like task reminders and basic email sequences, it does not aim to be an AI agent platform or a full workflow automation platform.
Tools like Lindy or Salesforce would be better if you're looking for complex lead nurturing, multi-agent orchestration, or dynamic lead enrichment. But for pure pipeline management, Pipedrive remains one of the cleanest, most effective options available.
Pros
- Simple, intuitive pipeline views
- Focused on sales actions — not administrative bloat
- Easy onboarding for new users
- Affordable starting price
- Mobile app support for reps on the go
Cons
- Limited marketing or service automation
- AI features are basic, focused on scheduling reminders
- Light reporting depth compared to more prominent platforms
Pricing
- Essential plan: Starts at $24/user/month, billed monthly
- Higher-tier plans add automation, insights, and team management features
6. Salesforce Essentials – best for growing into enterprise-level CRM
Salesforce Essentials is built for teams that want an easy entry point into CRMs without sacrificing the potential for more powerful enterprise tools later.
What does it do?
Salesforce Essentials is the small business version of Salesforce's massive CRM platform.
It includes core sales and service functionalities — lead and contact management, opportunity tracking, email integration, and case management — all wrapped in a more straightforward interface designed for smaller teams.
Key features include:
- Lead, contact, and account management
- Sales pipelines and opportunity tracking
- Task and activity management
- Integration with Gmail and Outlook
- Basic workflow automation through Salesforce Flow
While Essentials simplifies the experience, it still uses the broader Salesforce platform, which means it can expand with your company when the time comes.
Who is it for?
Salesforce Essentials is a good fit for:
- Small businesses that plan to grow quickly and want enterprise-class features in the future
- Teams needing strong sales and customer support tools together from day one
- Businesses already familiar with Salesforce or expecting to hire salespeople who are familiar with it
It's ideal for companies that don't want to switch CRM systems every few years as they scale.
How it compares
Salesforce Essentials excels at providing serious CRM power without overwhelming small teams at the start. Unlike many starter CRMs, it doesn't lock you into a beginner tool — you can tap into Salesforce AppExchange, upgrade plans, or integrate advanced features whenever you're ready.
That said, while Essentials includes some automation, it's not designed for the kind of dynamic AI-driven experiences a true AI platform would deliver.
Salesforce Flow lets you automate repetitive tasks, but creating smart, decision-making AI agents requires additional apps, setup time, and investment. In short, Salesforce Essentials is a strong pick if you want future-proofing but can handle some setup complexity upfront.
Pros
- Built on the trusted Salesforce ecosystem
- Scalable — easy to upgrade as your business grows
- Strong lead management and customer service tools
- Access to Salesforce AppExchange integrations
- Good training resources and customer support
Cons
- Steeper learning curve compared to lightweight CRMs
- Requires more upfront setup and customization
- Monthly costs add up quickly as you scale features and users
Pricing
- Essentials plan: $25/user/month, billed monthly or yearly
- Upgrades are available in the Professional, Enterprise, and Unlimited tiers for added functionality
7. Nimble – best for social media and relationship management
Nimble is a CRM that heavily focuses on social selling, helping small businesses stay connected across platforms like LinkedIn, Twitter, and email without complicating things.
What does it do?
Nimble is a social CRM that pulls contact information, social media activity, communication history, and task reminders into one clean dashboard. Instead of treating CRM as just a database, Nimble treats it like a living network, helping you build, nurture, and grow relationships over time.
Core features include:
- Social profile matching and enrichment (LinkedIn, Twitter, Facebook, and more)
- Unified inbox combining email, messages, and social interactions
- Smart reminders for follow-ups and birthdays
- Simple pipeline management for deals and tasks
- Contact segmentation and group messaging
It's built for teams who talk to people across multiple channels — not just over email or phone.
Who is it for?
Nimble is a strong choice for:
- Consultants, freelancers, and agencies that depend on relationships rather than mass outbound marketing
- Small businesses that are looking for an easy way to track contacts across social platforms
- Teams that want basic CRM and pipeline tools without heavy setup or integrations
If your growth strategy involves networking, referrals, and repeat business, Nimble's relationship-driven approach makes sense.
How it compares
While most traditional CRMs focus on email and call logging, Nimble extends its reach into social interactions, making managing relationships outside your inbox much more manageable.
It automatically updates contact records with new social media info and nudges you to follow up at the correct times based on your communication patterns.
If you're looking for heavy-duty AI features like building autonomous agents or creating advanced workflows, Nimble isn't competing in the best AI CRM tool space yet. It's best thought of as a relationship amplifier, not an automation machine.
Pros
- Excellent social media integration and contact enrichment
- Unified inbox saves time across communication channels
- Lightweight and easy to get started
- Smart reminders help maintain consistent outreach
- Affordable for small businesses and solopreneurs
Cons
- Limited advanced reporting and forecasting
- Pipeline management is lacking compared to tools like Pipedrive
- No deep AI-driven automation or workflow customization
Pricing
- There’s only one plan: $29.90/user/month, includes full access to all CRM and social features
8. Capsule CRM – best for simplicity and speed
Capsule CRM is a clean, lightweight CRM that focuses on doing the essentials well without overwhelming teams with features they'll never use.
What does it do?
Capsule CRM offers a simple, intuitive platform for managing contacts, sales pipelines, tasks, and basic marketing activities.
Rather than trying to be everything to everyone, Capsule focuses on providing a fast, streamlined experience for small teams that want to stay organized and move deals forward.
Key features include:
- Contact management with custom fields and tags
- Visual sales pipeline with drag-and-drop deal stages
- Task tracking and calendar integrations
- Basic email marketing with templates and lists
- Integrations with tools like G Suite, Mailchimp, and Xero
It's lightweight but not flimsy, giving startups, consultants, and small teams the right tools without unnecessary complexity.
Who is it for?
Capsule CRM fits well for:
- Small businesses, solopreneurs, and startups that value speed and simplicity over deep customization
- Teams are transitioning from spreadsheets, but are not ready for heavyweight platforms like Salesforce
- Companies that need basic sales tracking and contact organization, without the learning curve
It's perfect for businesses focusing more on straightforward deal management than complex, multi-touch sales campaigns.
How it compares
Capsule CRM is fast to set up, learn, and use, meaning teams can spend their time selling and servicing customers instead of managing their CRM setup. It does not aim to compete with platforms with AI agents or complete workflow automation capabilities like some newer solutions.
Capsule is a classic CRM –– a digital address book and deal tracker. It’s not a dynamic AI automation hub. If you need true lead enrichment, dynamic AI workflows, or autonomous outreach, platforms like Lindy would be better matches.
But if your biggest pain point is getting organized quickly, Capsule delivers precisely what small businesses need.
Pros
- Extremely easy to set up and use
- Clean, modern interface
- Affordable entry price
- Good core CRM functionality for everyday sales needs
- Reliable integrations with major business tools
Cons
- Limited automation compared to larger platforms
- Email marketing tools are basic
- No AI-driven workflows or smart agent features
Pricing
- There’s no free plan
- Starter plan: $21/user/month, 30,000 contacts, email templates, basic reporting, and AI-powered email assistant
- Three more paid plans: Growth, Advanced, and Ultimate
We know these platforms now. But a lot of thought went into curating this list of 8 CRM tools. Let’s see how we did that.
How we chose the best CRM software
Choosing the right CRM for small businesses is about finding a system that fits with how small teams work — fast-moving, often stretched thin, and focused on building genuine relationships with customers.
Here's the thinking behind the picks on this list:
Prioritized real-world usability over theoretical features
Plenty of CRMs promise the world on paper. But when you look closer, many hide essential features behind expensive plans or overwhelm small teams with enterprise-level complexity.
For this list, we focused on tools that small businesses could realistically use, without needing a dedicated admin or a six-month onboarding plan.
Whether it's drag-and-drop pipelines like Pipedrive, relationship-based selling through Nimble, or Lindy's AI workflow automation power, every CRM here solves real business problems without forcing teams to jump through hoops.
Looked for built-in automation and intelligence
Small teams don't have time for manual work. That's why CRMs with smart lead scoring (like Freshsales), meeting prep automation (like Lindy), and pipeline activity tracking (like Pipedrive) earned extra points.
Tools that support intelligent workflows and not just static databases stand out in a landscape where every hour saved matters.
Focused on affordability without hidden scaling traps
A CRM might look cheap upfront, but it's not small-business-friendly if core features are locked behind upgrades or if user costs balloon after the first few seats.
The tools listed here, like Zoho, Capsule, and even Salesforce Essentials (at the entry tier), offer actual functionality without punishing small teams as they grow.
We also considered a few other important elements
Apart from the ones mentioned above, we also considered a few subtle but necessary factors while choosing these tools. Let’s look at them and understand why they matter:
- Ease of setup: Small teams don't have months to configure a CRM.
- Customization flexibility: Especially for businesses with unique workflows or industry-specific sales models.
- Native communication tools: Being able to email, call, and message inside the CRM is a major advantage.
- Automation and AI readiness: Tools that offer AI-powered assistance today, or integrate easily with other AI platforms, are better future bets.
- Scalability: A CRM should support a team as it grows, not just at the startup stage.
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Frequently asked questions
What is the easiest CRM to use for small teams?
For pure simplicity, Capsule CRM stands out. Setup takes about an hour, the interface is clean, and there's no heavy training curve.
Pipedrive also deserves a mention if you want visual pipelines that allow you to move deals quickly without needing tech support.
Can I get a good CRM for free?
Yes, there are solid free options if you’re just getting started. HubSpot CRM offers one of the most comprehensive free plans, covering contacts, pipelines, tasks, and basic email templates.
Zoho CRM also has a Free Edition for up to 3 users, including core features like contact management, sales tracking, and task automation — ideal for small teams exploring CRM tools before scaling.
Capsule CRM, however, no longer offers a free plan. It now provides a 14-day free trial, with its Starter plan beginning at $21/user/month, which includes essential CRM and sales features.
Which CRM is best for real estate, sales, or consulting businesses?
It depends on your workflow style:
- Pipedrive is strong for real estate agents who need fast pipeline management.
- Freshsales is excellent for SaaS and consulting teams that prioritize AI-based lead scoring.
- Lindy fits especially well for consultants or agencies that need CRM plus automated meeting scheduling, lead generation, and follow-ups built in, saving massive time compared to traditional CRMs.
What's the difference between a CRM and a lead tracker?
A lead tracker is a digital list that stores contact info and maybe basic notes. A CRM goes much deeper: It tracks interactions, scores leads, automates follow-ups, schedules meetings, and helps manage your sales or support processes.
A good CRM acts like a second brain, reminding you to nurture leads, close deals, and keep customer relationships alive.
Can a CRM replace spreadsheets?
CRMs like Pipedrive, Capsule, and even HubSpot's free version easily replace spreadsheets, giving you real-time tracking, reminders, reporting, and collaboration tools.
Spreadsheets are fine when you have five leads. But they fall apart once you're juggling 20, 50, or 200 customers — tracking conversations, tasks, deadlines, emails.
How long does it take to set up a CRM?
- Capsule CRM: Less than an hour.
- Pipedrive: 1–2 hours, depending on how much pipeline customization you do.
- HubSpot CRM: About 2–3 hours, including basic automations.
- Salesforce Essentials: Can take several days if you're customizing heavily.
CRMs like Lindy offer even faster onboarding if you use their prebuilt templates. These templates allow you to set up agents for sales follow-ups, meeting scheduling, and lead enrichment without manual labor.
How do I know when I've outgrown my current CRM?
Signs you've outgrown your CRM:
- You're manually copying data between tools.
- Follow-ups are slipping through cracks.
- Reporting feels like a full-time job.
- You're duct-taping solutions with add-ons.
- Your sales or support team complains that the CRM is slowing them down instead of speeding them up.
At that point, it's wise to upgrade your platform or consider moving to a more intelligent, more flexible system supporting AI-powered workflows.
Try Lindy, the AI-powered CRM option for small businesses
If you’re looking for an easy-to-use CRM solution that goes beyond CRM tasks and provides automations around emails, meetings, and sales, go with Lindy.
Out of all the CRMs that focus on value for small businesses, here’s why Lindy can be a great alternative:
- Simple no-code interface: You won’t need coding, programming, or technical skills to create your automations with Lindy — it offers a drag-and-drop visual workflow builder.
- AI agents customized to your needs: You can make versatile AI agents that understand plain English and accelerate your productivity in many ways. For instance, create a Lindy that bolsters your sales funnel by finding leads from websites and business intelligence sources like People Data Labs. Then, make a Lindy that sends out emails to each lead and schedules meetings with members of your sales team.
- Affordability: Build your first few CRM workflows with Lindy’s free version and get up to 400 tasks. With the Pro plan, you can automate up to 5,000 tasks, which offers much more value than Lindy’s competitors.
- CRM integrations: Lindy connects with popular CRMs like Zoho, Salesforce, Agile, Central Station, HubSpot, and more for you to automate workflows across CRMs of your choice.
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