What is a good CRM for a small business that sells in the field?

The short answer

For a small team that sells in person, the CRM that works is the one that stays current without an evening of typing. Look for one that writes the record from what you say after a visit, builds the morning's call list for you, and charges one clear price a seat.

What to look for

• Notes written from what you say after a call or a visit
• A morning call list from what is overdue and who has gone quiet
• Set up in your trade's words, not a blank database
• One price a seat, no credits to buy, and a trial without a card

The tools people weigh

• HubSpot, a general CRM with marketing tools. Rillo vs HubSpot
• Pipedrive, a pipeline CRM for small and mid-size teams. Rillo vs Pipedrive
• Zoho CRM, a CRM with a free plan for small teams. Rillo vs Zoho CRM
• Salesforce, a platform for large teams. Rillo vs Salesforce
• monday CRM, a work platform you configure. Rillo vs monday CRM
• SPOTIO, territory software for field teams. Rillo vs SPOTIO

Listed, not ranked. Each comparison is from the company's own pages, with the date it was checked, and says where that tool is better.

Where Rillo fits

Rillo CRM is set up in the words of nine trades, from realtors and mortgage to fleets and service. Talk after a call and Rillo writes the record and sets the follow-up, and every seat is the whole product at $49 a month, with 30 days free and no card.

Where it does not

Rillo is not built for a large enterprise that needs custom objects, an app marketplace and an admin team.

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