karmaCRM is a simple and customizable customer relationship management (CRM) solution. It enables users to perform various tasks such as collaborative project management, lead and deal tracking, contact directory creation, and overall task monitoring. Its pricing starts at $34 per month and is best for businesses that are active in scouting for new leads.
karmaCRM Pros and Cons
Simple and easy to use
Program doesn’t auto-fill information of existing customer profiles
Basic plan already includes all the essential features
Occasional system glitches
Mobile app needs improvements
Who karmaCRM is Best For
- Businesses with active lead-scouting activities: The program provides users with lead capturing features, business card scanning, and deal monitoring to manage their multiple lead-scouting efforts so that nothing falls into cracks.
- Businesses with limited budgets for a CRM software: Gives users access to fundamental CRM features even with the most basic and affordable plan.
karmaCRM pricing has three subscription options: Basic Plan ($34 per user per month), Pro Plan ($49 per user per month), and Premium Plan ($59 per user per month). The main difference between the plans is access to premium features such as email automation, lead capturing, business card scanning, and dedicated customer support.
Looking for a free, easy-to-use CRM? Try Freshsales.
*Annual plans are paid in full at the beginning of the billing cycle.
karmaCRM’s three subscription plans are designed to cater to various kinds of users—giving them the option to choose which one best fits the requirements of their business. They can also opt to subscribe to a 14-day free trial to evaluate the performance of the software before paying a subscription.
The Basic Plan is ideal for small businesses that only need the essentials. This plan includes unlimited contacts, companies, and deals. It also offers integrations with Google and Mailchimp, as well as two-way email syncing with available email templates.
The Pro Plan includes all the Basic Plan features, plus automated email campaigns, 20 business card scans per month, and embedded lead capture forms.
The Premium Plan includes all the features of the Basic and Pro plans as well as personalized onboarding, 50 business card scans per month, and a dedicated customer success representative.
karmaCRM Alternatives 2020
Best CRM for Small Business
B2B businesses that need a customizable, robust, and competitively priced CRM with built-in phone
Small businesses that want a CRM with enterprise-class sales and support features
Businesses that want a free, no-frills CRM with basic features and unlimited users
Teams that want a user-friendly and visual pipeline to manage sales
Organizations seeking free lead & management software with integrated reporting
Businesses looking for a robust CRM with a top-notch mobile app
karmaCRM provides users with an extensive set of CRM tools to help them manage their customer relationships better and continuously grow their business. Below are its key features.
The project management feature allows users to track the progress of their various tasks and projects, enabling them to be on top of their responsibilities and never miss critical action points in servicing their customers.
The contact management feature lets users organize a directory of all their business contacts including their profile and contact information as well as social media profiles.
Lead and Pipeline Management
The lead and pipeline management feature enables users to keep track of the various stages of their interaction and level of transaction with their potential clients and customers.
Email Tracking and Automation
The email automation feature enables users to stay on top of all their email tasks—from setting send-later emails to tracking read receipts, helping them to efficiently follow-up with their leads and customers.
The sales reporting feature lets users analyze and predict sales growth within an identified timeframe based on their average business performance.
Third-party integrations let users seamlessly integrate other apps they use such as marketing automation, ecommerce, file management, social media, landing page builder programs, among others.
Which CRM Provider is Best for You?
Most Helpful karmaCRM Reviews
Most karmaCRM reviews found online are positive. Users highlighted its easy-to-use interface and commended its robust features, even for the most basic plan. Concerns raised by users include manual re-entry of customer data and said that the mobile app needs improvements.
Easy-to-use platform loaded with essential CRM tools
One user who gave a positive review of karmaCRM on G2 said that the platform is loaded with features, and is very customizable. He said that users can even change which menu items that they want to appear at the top of the page, and that they can add or remove widgets from the dashboard. According to him, even the most basic plan comes with unlimited contacts, companies, deals, cases, and a fully-featured calendar with recurring tasks.
Requires manual re-entries of customer data
One user who gave a negative review of karmaCRM on G2 said that when creating a customer profile or making a deal for the customer, the contact information is not automatically copied for existing customers, prompting manual re-entry every time. He also added that the mobile application gives very little information and users cannot quickly get the information of the person they need to access.
karmaCRM Frequently Asked Questions (FAQs)
Can users change plans at any time?
Yes. Users can upgrade or downgrade at any time. If they upgrade to a higher plan, they will be billed immediately for a prorated amount. If they downgrade their plan, they will be downgraded immediately, however, there is no refund for the difference between the plans.
What plan is featured in the free trial?
Upon subscribing to the 14-day free trial, users will get all the features of the Pro plan, and no credit card required during the trial. If they need to access the Premium options, they can let their customer success representative know and they will bump up the plan at no cost during the trial.
Can users access karmaCRM even when on-the-go?
Yes, they can. karmaCRM is both accessible via a web browser and its mobile app. Users who are out of their offices may still access the program anywhere and anytime. Furthermore, karmaCRM centralizes all the essential details including customers, contacts, tasks, and history all in one dashboard.
Our Top CRM Provider Picks
If you aren’t sure if karmaCRM is right for you, this article on the 10 Best CRMs for Small Business is a review of our top choices. Our team looked at a variety of solutions and narrowed down our recommendations based on price, features, and ease of use.