Sales & CRM

CRMs that track contacts and deals sit at the centre of this category, which is about winning and keeping customers. Around them are tools that find business emails or check a list before you send, and services that spot people asking for what you sell. Outreach tools write to prospects from your own inbox, and a few are built for one kind of business, for example a martial arts club.

A good starting point is where your customer conversations happen today, whether by email, phone, WhatsApp or LinkedIn, and a tool that brings those channels together. Ask how contact data was collected and whether your outreach follows the rules where your customers live, such as the GDPR in Europe. It also helps to know how you can export your contacts and deal history if you move to another tool later.