What CRM platforms do you recommend and why?
It depends who'll use it. We'd pick Twenty for a small team, HubSpot when marketing and sales share the same contacts, and Klaviyo for an online shop. If a large sales team already runs Salesforce, we'd keep it and work with it. Whichever you choose, your forms need to pass each lead's source into the CRM. If they do, you can see where each lead came from.
Our picks
- Twenty, for a small team. It's what we run ourselves. You get contacts, deals and tasks in one place, and adding a person costs nothing, because it's self-hosted. The catch is that somebody has to look after a server, which can be us. Read more on the Twenty page.
- HubSpot, when marketing and sales share a CRM. Forms, email, deals and reports sit on one contact record. There's a free plan for up to two users (check HubSpot's pricing page), and paid Sales Hub plans are priced per seat. See the HubSpot page.
- Klaviyo, for an online shop. It's built around what shoppers browse and buy. See the Klaviyo page.
- Salesforce, if a large sales team already lives in it. If it's working for you, it stays, and we work alongside it. We've worked with a setup where HubSpot passes each lead's click ID and campaign tags across to Salesforce, so the pipeline can be compared with ad spend. See the Salesforce page.
For newsletters and follow-ups
We run our own email on Notifuse, which has no per-contact fees. It suits businesses that aren't shops. You can read about it on the Notifuse page.
How we'd choose for you
- How many people will use it, and whether they sell for a living.
- Whether you sell online, and so need orders and baskets driving your emails.
- What you already run. If you've got a CRM that works, we'll build on it.
Prices change, so check each vendor's pricing page before you commit.
The forms matter more than the logo
Whatever you pick, the CRM is only as good as what goes in. The forms need to keep the UTM tags and click ID, and pass them across, so each lead keeps the ad it came from. n8n connects forms to tools that have no ready-made link. Our CRM Management & Email service covers the choice and the set-up.
Also worth asking
Other answers about the same tools.
What is CRM and lead flow management?
A CRM is where your contacts and deals live. Lead flow is how an enquiry gets there: the form, the tracking behind it and the follow-up. We connect them so each lead arrives with its source attached.
How do you ensure continuous optimisation of my marketing?
We look at your ads, website and CRM together, then make the biggest fix first. That might be a test, a creative refresh, a landing page change or a tracking repair.
What is a marketing funnel and why does it matter?
A marketing funnel is the route someone takes from first seeing you to becoming a customer: an ad, a landing page, an enquiry, a follow-up, a sale. It matters because you can only fix where people drop out if you can see each step.
What are the key stages of a successful marketing funnel?
A funnel runs from someone first hearing about you, to them getting in touch, to them becoming a customer. We map each step, find where people can drop out, and build the ads, landing pages, tracking and follow-up as one route, so spend goes where it pays back.
How do you migrate from other email platforms to Klaviyo?
The usual steps are: export your lists with their consent status, connect your shop, authenticate your sending domain, rebuild your most important flows first, then switch over. The flows are the part that takes time.
Still have questions?Talk to us
Bring your numbers.
We'll tell you if the spend makes sense.
- A 15-minute callYour goals, your challenges, and whether we're the right fit.
- A 1-hour discovery callWe dig into your numbers. Worth a hundred emails.
- A concrete planAds, a custom build or both, as a one-off project or ongoing.