CRM · Lead generation

What CRM do you use and/or recommend for a healthcare services/special needs startup?

Justin Adelson Director of Marketing at Language and Learning Centers of America

February 25th, 2016

I am joining a startup and one of my immediate tasks is to lead the search for a lead tracking and CRM platform. Salesforce is an obvious choice, but we also want to consider some other options and we have found the following:

1. Zoho
2. Insightly
3. Pipedrive
4. Nutshell
5. HighRise

Is anyone using and/or recommends the above CRMs? Are there any others we should be considering? Ideally, we would like to use a platform that can easily be integrated with Unbounce or Wordpress. 


Stephen Mitchell

February 25th, 2016

I moved to 2 months ago and I have never been so impressed with a CRM. Strongly recommend that you have a look. Good luck. SM

Cynthia Hammersley Managing Partner at GiveRight LLC

February 25th, 2016

I would take a look at Greenrope. The interface is a bit clunky but it does CRM, website integration AND lead nurturing for $149/month for up to 5,000 contacts. It is a great starter system and is integrated with Salesforce if you decide to go that way in the future. Salesforce is great but the price is very high and you will likely need to hire an expert to set it up. Figure on an upfront out of pocket of at least $10K just to get a 2-3 user system off the ground. As a startup I think your money is better spent elsewhere. [image: Picture] Cynthia Hammersley 602-524-9461

Ricardo Penders Entrepreneur

February 25th, 2016

Hi Justin, I see that you're looking for something simple that gives you the possibility to manage members very easy and I think that vCita can help you do that...

vCita integrates with almost every platform and you can also help others to use vCita if you want that, they have the solution provider feature for that.

It can also be installed as plugin on WordPress, if that's not possible you can use many other ways to get it running on your member's website or on your website, they also host a profile page for you with all the features integrated.

Best of all, it will integrate on Facebook, Tumblr, Blogger and many more social media sites and it helps you with tracking links in emails because they even have an autoresponder service integrated...

I'm using vCita for more than a year already on my home page and on my web 2.0 sites, in my emails and on my social media pages with success.

If you have questions you can contact me via vCita on my home page...

Ricardo Penders CEO

Richard Juknavorian Digital Health & Analytics Product Executive

February 25th, 2016

Hey Justin, How are you? It's been a while. One of the Start Ups I'm actively mentioning is using Zoho. I can put you in touch with the Founder if you'd like and she can give you her 2 cents. Just let me know. My best to Jackie and the kiddos. Regards, Richard

Michael Heiligenstein Marketing Manager

February 26th, 2016

For most startups, SalesForce will be more expensive than necessary, so I would strongly consider what you're looking for before you buy it. Zoho offers a very robust set of features and a lot of customization for significantly less money per user than Salesforce.

It really depends on what you want to do with it. If you just want to track leads and manage your sales process, Insightly is an even less expensive product that is excellent at what it does. CRM is one of those things that's going to vary a lot depending on what the user needs to do with it, which is why there are so many CRM options on the market. More info here:

If it helps, most CRM you can try yourself before committing to a paid subscription. Personally, I would strongly encourage you to try before you buy with CRM. I would also have anyone else that will be using the software give it a shot.

Hope this is helpful.

Justin Adelson Director of Marketing at Language and Learning Centers of America

February 26th, 2016

Thank you for your contribution, Michael. Zoho and Insightly were the two CRMs that widdled down to and I think we are going to head in the Zoho direction.

Diane Bernard Chief Digital Marketing & Growth Officer For Hire, CEO, Virtual CMO for Technology, Healthcare, Pharmaceutical, Consumer

February 28th, 2016

I think there are two schools here. 

1. If you want a high converting lead gen program or a a traditional one. 

#1 Traditional one is where you buy a list and send newsletters, and emails of offers. 

#2. The high converting lead gen is where you do SEM, blogs, webinars and lives stream that produce leads that are deeper into the sales cycle.  

In the #2 version. You will want something that has a richer tagging system and a customized funnel to match each strategy created for your sales funnel. There are many different things that nurture or drive the sales funnel so, in this more complex system I would suggest active campaign, or get response, layered with infusionsoft. 

Then layer in webinar tools, get response has a webinar tool already imbedded and infusionsoft will allow the most complex funnels to be created so you are able to nurture each tagged set, no matter where the lead comes from or where they are in the buying cycle.  In #2, it means less cold leads, so you can plug this into sales force and directly to the sales team. 

Hope that helps. 


Diane Bernard

Brian McConnell

February 25th, 2016

Hi Justin, If you need to integrate with other systems, Insightly provides an easy to use REST API. In general Insightly is well suited to smaller organizations, as its easy to use and does not require expert help to set up (disclaimer: I manage Insightly's web API and localization, so I may be biased :) Brian McConnell

Justin Adelson Director of Marketing at Language and Learning Centers of America

February 25th, 2016

Brian, I hope you get commission on sales!

We are a small company at the moment, but we are looking to scale quickly and will have multiple offices throughout the USA. So we will need a CRM that can scale with us. 

Eric Sullivan CEO at FoundationLab

February 25th, 2016

Not sure what features you need specifically but we have enjoyed using the Hubspot CRM and it's free. Worth checking out at least.