CRM Platform Directory

Every platform we have evaluated, in alphabetical order. Each name opens that platform's evaluation against the sixteen minimum required features.

Act!
CRM; structured lost reasons, opportunity reporting unresolved
Airtable
Not a CRM - fails on core objects, pipeline stages, status, resolution, value, scope of work, expected close date, actual close date, opportunity owner, linked buyer, record preservation, email sync, schedulable activity types, opportunity reporting
Apptivo
Not a CRM - fails on status, resolution, actual close date, opportunity reporting
Attio
Not a CRM - fails on status, resolution, expected close date, actual close date, schedulable activity types
Bigin by Zoho CRM
Not a CRM - fails on status, actual close date, opportunity reporting
Bitrix24
Not a CRM - fails on actual close date
Breakcold
Not a CRM - fails on core objects, status, expected close date, schedulable activity types, opportunity reporting; actual close date, structured lost reasons unresolved
Capsule CRM
Not a CRM - fails on core objects, status
ClickUp
Not a CRM - fails on core objects, status, resolution, value, linked buyer, opportunity reporting
Close
Not a CRM - fails on core objects
Creatio
CRM; status unresolved
Efficy CRM
Not a CRM - fails on pipeline stages; status, resolution, actual close date, opportunity reporting unresolved
EspoCRM
Not a CRM - fails on status, actual close date, opportunity reporting
folk
Not a CRM - fails on status, resolution, expected close date, opportunity reporting
Freshsales
CRM; status, resolution unresolved
GoHighLevel
Not a CRM - fails on actual close date, schedulable activity types, opportunity reporting
Keap
CRM; core objects, scope of work, actual close date, opportunity owner, record preservation, structured lost reasons, opportunity reporting unresolved
Kommo
Not a CRM - fails on status, expected close date, opportunity reporting; structured lost reasons unresolved
Maximizer
Not a CRM - fails on core objects; actual close date unresolved
Method CRM
Not a CRM - fails on status; pipeline stages unresolved
monday CRM
Not a CRM - fails on status, resolution, actual close date
Nimble
Not a CRM - fails on core objects
Notion
Not a CRM - fails on core objects, pipeline stages, status, resolution, value, scope of work, expected close date, actual close date, opportunity owner, linked buyer, email sync, schedulable activity types, opportunity reporting
Odoo CRM
Not a CRM - fails on core objects, status, linked buyer, opportunity reporting; calendar sync unresolved
OnePageCRM
Not a CRM - fails on core objects, opportunity reporting
Oracle NetSuite CRM
Not a CRM - fails on status
Prospect CRM
Not a CRM - fails on status, actual close date, email sync, opportunity reporting
Sage CRM
CRM; opportunity reporting unresolved
Salesflare
Not a CRM - fails on core objects; resolution unresolved
SAP Sales Cloud
CRM; actual close date, structured lost reasons, calendar sync unresolved
Smartsheet
Not a CRM - fails on core objects, pipeline stages, status, resolution, value, scope of work, expected close date, actual close date, opportunity owner, linked buyer, schedulable activity types, opportunity reporting; record preservation unresolved
Solve CRM
Not a CRM - fails on core objects, pipeline stages, opportunity reporting; actual close date, structured lost reasons unresolved
Spotler CRM
Not a CRM - fails on core objects, status, opportunity owner, linked buyer, opportunity reporting; actual close date unresolved
Streak
Not a CRM - fails on value, expected close date, actual close date, schedulable activity types, opportunity reporting; status, resolution unresolved
SugarCRM
CRM; status, actual close date unresolved
SuiteCRM
Not a CRM - fails on status, actual close date, opportunity reporting
Teamgate
CRM; actual close date unresolved
Trello
Not a CRM - fails on core objects, status, resolution, value, actual close date, linked buyer, record preservation, structured lost reasons, email sync, schedulable activity types, opportunity reporting
Twenty
Not a CRM - fails on status, resolution, scope of work, actual close date, structured lost reasons, schedulable activity types, opportunity reporting
Vtiger CRM
CRM; status, resolution, actual close date, opportunity reporting unresolved
Workbooks CRM
Not a CRM - fails on status; resolution, actual close date unresolved
Zendesk Sell
Not a CRM - fails on core objects, status
Zoho CRM
Not a CRM - fails on status

MVP Blueprint

Chosen a platform? The blueprint is the pipeline structure, operating rules and ownership needed to configure it.

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If a platform isn't in this directory, ask us to evaluate it. Listing is free, we evaluate independently, and we publish what we find including the limitations.

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