Top 5 CRMs in 2023

CRM systems are the future of business. They are becoming more popular than ever before, and if your business is also looking to hop onto the CRM bandwagon, then you need to make sure that you choose the right CRM for your business.

There are a ton of different factors to consider when it comes to finding the perfect CRM, but often it’s far too time-consuming to do thorough research on each CRM system out there before making a final decision on which one you will be going with.

Ultimately, you need the CRM to work with your business, not against it. It’s a big decision to make, which is why we’ve taken a closer look at some of the world’s leading CRM providers. Below we’ll go into detail on each of the top CRMs in 2023, and what makes them stand out from the rest.

1. HubSpot

Our favourite CRM is Hubspot. This platform has everything you need and more. From automation to third-party integrations, you can expect a full house of features that your business can use to drive your business forward.

But, what makes HubSpot stand out from the rest of the CRMs on the market is the fact that you can use their CRM for free. While there will be some limitations to using the free version of HubSpot, it’s still a fully functional CRM that can be used by both small and medium-sized businesses.

HubSpot also allows you to upgrade any of the CRM’s three branches (Sales Hub, Marketing Hub, and Service Hub) to a paid package that unlocks more features for your business to use. This allows HubSpot to grow with your business, and it ultimately helps you to save more money while still having a fully functional CRM system without hidden costs and limited time trials.

2. SalesForce

Salesforce has quickly become one of the most famous CRMs in the world. Many large businesses such as Spotify, Amazon, and even brands like Adidas use Salesforce.  This CRM is more focused on driving sales through its CRM, just like Pipedrive, however, it does have some different features on offer.

But, it should be noted that Salesforce is one of the most expensive CRMs to adopt and run. You will need a dedicated team to customise the software and keep it running, which adds even more expenses to the software’s running costs.

3. is a newcomer and was only released in 2010. Despite its short lifespan though, has quickly risen through the ranks and has become one of the world’s leading CRMs thanks to its great usability and cost-effective packages.

Monday is an excellent tool for managing projects between departments and automating simple processes. You can use Monday to set automatic reminders, and due date notifications and assign new tasks to teammates automatically while tracking time. Monday’s tools work well for small and medium-sized businesses that need to collaborate on projects.

4. Pipedrive

Pipedrive is a popular CRM that maybe big businesses have been integrating into their systems. Pipedrive’s main focus is on sales, if your main goal is to generate new leads and convert those leads, then Pipedrive might be the answer for you.

Pipedrive’s speciality is customisation. The CRM can be fully customised to your needs and it also offers several different options for sales pipelines, app integration, and email connectivity. With an easy-to-use interface and some excellent features, it’s definitely a CRM worth considering.

5. Really Simple Systems CRM

Really Simple Systems CRM is another great option for businesses. This system is great thanks to its easy-to-use interface. Your team members can easily learn how the system works, and everything is relatively straightforward.

RSS CRM comes with a 14-day free trial, but it’s still an affordable CRM once the trial expires. This CRM has sales tools that allow you to track leads, marketing management that allows you to capture leads, and a customer support tool that allows you to keep your customers happy at all times.

Final Thoughts

Choosing the perfect CRM for your business is an incredibly difficult task. Even if you’re presented with some of the top-rated CRMs in the world, it can still be a tough choice to make. But, you shouldn’t underestimate the importance of choosing the right CRM. If you’re feeling stuck, make sure to get in touch with a GoCRM expert for some advice.


CRM Implementation: 7 Steps to Success

CRM (customer relationship management) implementation involves installing CRM software to manage existing and potential customer relationships. A successful CRM implementation can facilitate customer interaction analysis, lead tracking, and process streamlining for businesses.

There are 7 crucial steps that you need to take to ensure that your CRM is installed correctly:

  1. Choose the Right CRM Platform
  2. Set Realistic and Actionable Goals
  3. Put Together a CRM Team
  4. Plan Regular Meetings and Check-Ins
  5. Migrate and Integrate Your Data
  6. Train Your Team and Test the System
  7. Rollout the CRM System Across Your Business

CRM systems are extremely complex, and you need to make sure that you have an agency or an expert assisting you in the process. As long as you keep the seven important steps in mind and avoid the fatal CRM implementation mistakes, your CRM implementation will be a success.

Important Steps to Follow When Implementing a CRM

The CRM implementation process is one of the most crucial elements to adopting a CRM. If you want to ensure that your CMR is being used properly and you’re getting the most out of this powerful system, then correctly implementing it is critical. The majority of CRM implementations fail, which often puts business executives off trying to adopt these systems again in the future.

1. Choose the Right CRM Platform

For many businesses, the first mistake in CRM implementation comes before the process even starts. Choosing the right CRM system based on your business needs and goals is incredibly important.

Every CRM system is unique, which means that some are easier (and more affordable) to implement than others. This is one of the factors that you should consider before you commit to a specific CRM. Oftentimes it’s best to consult with someone who has knowledge and experience in CRMs before you land on a final decision on which CRM to choose — this can prevent a whole host of headaches in the future.

It’s also a good idea to do thorough research on your shortlist of CRM systems to ensure that they meet your standards. The deeper you dig into the details of each system, the more you will learn about how they work and which features appeal most to you.

2. Set Realistic and Actionable Goals

Once you’ve landed on the perfect CRM for your business, the next step is to set realistic goals that you can take action on. We all know about SMART goals — this is the time when you should be using them! CRM implementation projects need time, but you need to make sure that you are setting achievable timeframes for each stage of the project.

The goals that you are setting for the implementation process need to be actionable. This means that you need to be able to achieve the goals that you set out for your team. Make sure that you have the expertise and knowledge on-hand to action the tasks that you have set out.

3. Put Together a CRM Team

Installing a CRM and getting it up and running is no easy task. You’re going to need to have a specialised team put together to get the job done. It should consist of the following team members:

  • Project manager (implementation leader)
  • Systems developer (installation processes)
  • Data analyst (data migration specialist)
  • QA engineer (CRM testing)
  • Champions (department representatives)

It’s crucial that you find the right people to put in place. You need to have team members who are skilled and have the knowledge required to get the tasks completed in the best and more efficient way. With the goals that you have set in the previous step, your team’s job is simply to meet their deadlines and execute each phase of the project properly.

The department champions are representatives from each department in your business. These champions will act as the leverage point between upper management and the rest of the team that will be using the CRM. It’s essential that your department champions are involved in the process because they will give you insights into what each department needs, and it will help you to address any questions or concerns that they might have.

4. Plan Regular Meetings and Check-Ins

Throughout the CRM implementation project you need to make sure that things are always on track. Your team needs to meet deadlines, and everything needs to run smoothly. A small delay in one phase of the project could result in a compound effect that would delay your implementation process even more further down the line.

If you’re constantly checking in with your implementation team, or at least with the project manager, you can be assured that your CRM implementation is still on track. If there are any hiccups then you’ll know about it, rather than checking in on the project later on only to find that it’s not where you expect it to be.

No matter how well you plan, there’s always a chance that something goes wrong and a project can be delayed. It’s normal for obstacles to arise and things to go wrong. However, if you have consistent meetings to regroup and adjust your goals, then you can keep your implementation project on track.

5. Migrate and Integrate Your Data

The data migration process is like an entire project on its own. This is also one of the most important elements of the implementation process because data is vital to the success of your business. Whether it’s customer data, contact details, or financial data, you need to make sure that all of your data is carried over to the new CRM system extremely carefully.

If the data migration process is not done correctly, you will be stuck with corrupted or lost data, which will affect your business in the future. Overall, this is a process that you should never underestimate, and even if you’re feeling just slightly unconfident, make sure to get in touch with someone who has the experience and knowledge that ensures a successful data migration process.

6. Train Your Team and Test the System

Many CRM systems are complex and difficult. Some of them have an incredibly steep learning curve, so it’s vital that you get your team trained and up to speed with the system before you implement it. 

The key to training your team in using the system is to make it easier for them to understand. Make sure the CRM system you choose has learning resources available for your team to use. You also need your upper management to have a full understanding of how the system works, which will instil confidence in the rest of your team. It will also give your team a chance to ask any questions about the system and how it needs to be used, which will give them more confidence and peace of mind going forward.

7. Rollout the CRM System Across Your Business

Finally, it’s time to roll out the CRM system across your entire business. This process involves getting your entire team signed up to the CRM system and up to speed with their own profile and workspace on the CRM.

You also need to ensure that your whole team is comfortable with using the system. It’s the perfect time to check up on each of your team members to see if they have any additional questions or concerns that need to be addressed.

You should also use this step to do a thorough investigation of the CRM system to see whether everything has been installed correctly. If there are any issues, you can get them fixed early on before they cause disruptions to your daily business operations.


It might sound simple to successfully implement a CRM, but if it’s not done correctly the system becomes unusable, leading to money, time and effort being wasted. If you need a CRM implemented, it’s always best to work with an expert team that has experience in getting CRM systems up and running.


CRM Implementation Failure: What are the 8 Main Causes?

Did you know that nearly 70% of CRM implementation projects fail? CRM systems are incredibly powerful, and they can propel your business miles ahead of the competition — as long as they are implemented and used correctly!

Once business executives make the decision that they are going to implement and use a CRM in their business, they’re often keen to get it up and running as soon as possible. After all, the quicker it gets implemented, the quicker you can start benefiting from it right?

That’s not always the case. There are eight significant mistakes that businesses often make when it comes to implementing their CRM systems, and if you fall victim to just one of these mistakes, it could derail the entire process and send you five steps backwards. 

The 8 Most Common Mistakes Made When Implementing a CRM

If your CRM is not implemented properly, your business would have wasted precious time, money, and resources failing at the process. Below are the most common mistakes that businesses make when implementing a CRM, make sure you don’t fall victim to the same errors.

Poor Planning and Execution

The first mistake that businesses make is poor planning and execution. Properly implementing a CRM system is a complex and time consuming process, and many businesses don’t keep this in mind when they start the process.

Setting out clear goals and plans is crucial when it comes to a successful CRM implementation project. You need to establish clear deadlines and break up the process into smaller tasks. This will allow you to clearly keep track of how your implementation project is coming along, and whether or not it’s still on track.

You also need to set out clear goals as to what your CRM will accomplish. This will ensure that your CRM is fully integrated with your business and that you have all the necessary features available to you. Your team needs to have a clear vision of what the CRM will be used for, and how it will be used.

Without straightforward, actionable, and measurable goals in place, your team will be left confused and stuck halfway through the project. It’s also a good idea to get a project manager on board to ensure that everything runs as smoothly and effectively as possible.

Oftentimes, breaking up your CRM implementation project into different phases is the best way to go about the process and ensure a successful project. Breaking up your project into phases such as data migration, app integration, and others can help your team work on actionable tasks that ensures nothing is overlooked

Lack of User Adoption

At the end of the day, your team will be using the CRM the most, and they are the main factor that will determine whether your CRM has been a success or not. If there is a low adoption rate among your team, your CRM project will be a failure. What’s the point of spending all of your time, effort, and money on implementing a CRM if it’s never going to be used?

You need to make sure that your team is completely comfortable with the CRM and understands why it’s being implemented. The truth is that most people are not excited about new systems being implemented into a business, especially if they already have their own way of doing things.

However, if the management and leadership team are on board with the idea, and they have an understanding of how the CRM will benefit their team, then it’s likely to lead to an increase in user adoption rates. As long as people’s questions and concerns can be addressed, they are often more open to giving a new system a try.

Insufficient Training

One of the most important elements of increasing user adoption across your team is training. Training your team members is easier said than done, but you need them to be as equipped and prepared as they possibly can be to make the most out of the CRM system that you’re using.

It’s never easy to train people, especially when it comes to systems as complex as CRMs. Some CRMs are easier to use than others, which makes a key difference in adoption rates, and ultimately the success of your CRM implementation. However, sufficient training is still critical, and the leadership team is partly responsible for ensuring that the training of their staff members is executed effectively. Leadership figures need to be at the forefront of the CRM — understanding every process, feature, and aspect of the system. The more your management team knows about the CRM system, the more equipped they will be to deal with any questions or concerns that your team members have.

Many CRMs are equipped with training resources and online academies that your team can use to familiarise themselves with the CRM. This will also help them to get the most out of the features that the CRM system has to offer, which will result in more efficiency and productivity when using the CRM.

Lack of Support

One of the main benefits that you can get from using a CRM is unrivalled customer support. Unfortunately, though, that’s often something that CRM vendors fail at. If the CRM of your choice does not have a good support system that you can use when you need it, then it’s more likely that your CRM implementation process can fail.

Having sufficient support from the CRM vendor is essential, and you should expect nothing less than a 24/7 support team that can help you at any time. Anything can go wrong with your CRM system at any point, so if something were to happen, you need to be sure that the support team can jump in to help you out.

You also want to make sure that you have great support in your local area. It could be within a few kilometres of your business, or even in another province, as long as you have experts within South Africa that can help you to troubleshoot any issues during the implementation process.

Choosing the Wrong CRM Vendor

One of the most important steps that you need to take is choosing the right CRM vendor. There are some specific requirements that you should keep in mind when choosing a CRM for a South African business. Due to the unique business landscape in South Africa, some elements of a CRM simply won’t work with some businesses.

There are hundreds of CRMs to choose from, and you can’t just go with the one that is the highest rated or has the best reviews. You need to dig deeper into each CRM on your shortlist and analyse whether they meet the needs of your business. If you have set out goals that you want to achieve using the CRM, how will its features help you to achieve these goals?

When choosing a CRM you also need to look into the implementation process and how complex the CRM is. Some CRM systems are more difficult and require more investment to implement, which is why many CRM implementations fail before they have even started. As mentioned earlier, choosing the right CRM vendor also plays an important role in the support that you will get during the implementation process.

Improper Data Migration

Data is the lifeblood of any business, and it’s crucial to migrate your data into your new CRM system correctly. If you want a CRM to be at the centre of your business (as it should be), you’re going to need all of your most important data to be transferred across safely and securely.

If the data migration process is done incorrectly, you run the risk of having missing pieces of data or information in your CRM’s database. There’s also the risk of corrupting data and losing it entirely. This process is extremely delicate and time consuming, and there’s far too much risk involved to rush through it.

There are a few important steps you need to follow when migrating your data to a new CRM system. Skipping over just one of these steps could result in your data migration process failing, which would mean failure to properly implement the CRM system and integrate it with your business.

The CRM is Not at the Center of Your Business

CRM systems are best when they are at the centre of a business. The system is used to unify the entire business by making collaboration on projects easier for your team, powering your inbound marketing strategies, or creating a streamlined working space through third-party integrations.

Your CRM system is not just another software or piece of technology that is being added to your business. It should become the entire foundation of your business if you want to make the most of the system’s benefits.

CRM implementations fail when businesses overlook this aspect because it means that they’re not harnessing everything that this powerful system has to offer. Proper CRM implementation means that the system is linked to everything in your business, giving oversight of your finances and sales, an in-depth look into your marketing metrics, and details on the overall progress of your business projects. 

Attempting the CRM Implementation Process Alone

One of the biggest mistakes that business executives often make is that they go about the CRM implementation process alone. The reality is that these systems are extremely complex and difficult to implement, which makes it impossible to complete the process alone.

Even if you have a highly skilled IT team on hand, you’re going to need a CRM expert to help you get through the process correctly. Partnering with a CRM system expert is always a good idea if you’re looking at implementing one. 

At the end of the day you want to get the most out of your investment, so this is not an area that you can take shortcuts. Whether you’re using a free CRM, or the most expensive one on the market, you need to make sure that you’re not taking on the task of implementing the system on your own.

Final Thoughts

The majority of CRM implementations fail, which leaves business executives frustrated as they wasted precious time, effort and money. There are several critical mistakes that businesses make when implementing CRM systems, and these should always be avoided. If you want a smooth and successful CRM implementation, make sure to get in touch with CRM experts for the best results.