Top Salesforce Alternative for Crypto Companies in 2025

Searching for a Salesforce alternative for crypto? Explore our top CRM solutions that integrate blockchain features, maintain affordability, scale with your business, and are easy to use.

Why InvestGlass?
InvestGlass offers a all-in-one solution built around +20 fintech partners needed to build a successful Crypto company. InvestGlass is Swiss sovereign and can be hosted in Switzerland or on your premise.

Introduction to CRM Solutions

Customer Relationship Management (CRM) solutions have become absolutely indispensable for modern businesses aiming to “optimize customer interactions and drive serious revenue.” A comprehensive CRM solution acts as your centralized command center where sales teams can efficiently organize customer data, track every critical stage of the sales pipeline, and automate those time-consuming routine tasks. This doesn’t just streamline your workflow automation—it empowers your teams to focus on what really matters: building stronger customer relationships and closing more deals that drive your bottom line.

The key features of leading CRM solutions include marketing automation, which enables your business to “nurture leads and deliver personalized campaigns at scale,” and sales forecasting, which provides invaluable insights into future revenue and helps you refine winning sales strategies. By automating routine tasks and providing real-time analytics, a robust CRM solution enhances your productivity and ensures that your sales teams can respond quickly to market trends and evolving customer needs. As digital transformation accelerates at breakneck speed, investing in the right CRM solution is absolutely crucial for businesses seeking to stay ahead in today’s competitive landscape and delight customers while scaling faster than ever.

Benefits of Using Salesforce Alternatives

While Salesforce remains a dominant player in the CRM market, today’s smart businesses are turning to powerful Salesforce alternatives for the flexibility, cost-effectiveness, and seamless integration that truly drives results. Solutions like HubSpot CRM, Zoho CRM, and InvestGlass deliver robust marketing automation features, advanced analytics, and visual sales pipeline management that can be perfectly tailored to your unique business needs—giving you the competitive edge you deserve.

These game-changing Salesforce alternatives empower your organization to streamline sales processes, enhance customer relationships, and drive explosive sales growth without the complexity or sky-high costs that often plague Salesforce implementations. With features such as intuitive visual sales pipeline tracking, seamless integration with your existing business tools, and powerful advanced analytics, these CRM solutions help you gain deeper insights into your sales performance and customer behavior that translate directly into revenue. By choosing the right Salesforce alternative, your company can optimize its sales pipeline, improve team collaboration, and achieve ambitious sales goals more efficiently than ever before—turning your CRM from a necessary tool into your secret weapon for success.

Best CRM Solutions for Crypto Companies

Navigating the myriad of CRM solutions available can be daunting, especially for crypto companies with unique needs. Here’s a quick guide to the best CRM solutions tailored for the cryptocurrency industry in 2025:

• Best for Comprehensive Integration: InvestGlass
• Best for Affordability: Zoho CRM
• Best for Scalability: HubSpot CRM
• Best for Ease of Use: Freshsales
• Best for All-in-One Solution: Bitrix24

These platforms also offer advanced deal management and opportunity management features, enabling crypto companies to efficiently track, manage, and close sales opportunities.

These CRM solutions each offer distinct advantages, such as:

• seamless integration
• affordability
• scalability
• ease of use
• a comprehensive platform
• visual pipeline management

These CRM solutions are designed to handle complex sales processes, making them ideal for the unique challenges faced by crypto companies. Seamless integration with other tools is also a key benefit, supporting broader business workflows and customization.

Here’s a closer look at each option to help you make an informed decision.

Unified CRM and Project Management

Integrating CRM capabilities with project management tools delivers game-changing advantages for your business by creating a unified powerhouse platform that manages both customer interactions and project workflows seamlessly. Solutions like Monday Sales CRM exemplify this revolutionary approach, offering you visual sales pipelines, customizable dashboards, and workflow automation that empower your sales teams to track deals and manage projects with unprecedented efficiency.

With a unified CRM and project management solution, your sales teams gain the power to automate routine tasks, monitor project progress, and maintain crystal-clear oversight of customer interactions—all in one centralized hub. This integration doesn’t just enhance productivity—it transforms how your team operates, ensuring every team member has instant access to up-to-date information that drives superior decision-making and collaboration. By streamlining both sales and project management processes, you’re positioned to accelerate sales growth, maximize customer satisfaction, and respond with agility to changing market demands.

InvestGlass: Best for Comprehensive Integration

Price: Starting around CHF 50 per user per month for InvestGlass basic, up to CHF 500 per user per month for more comprehensive plans.

Specifications:

• Portfolio Management tools and CRM software
• Cloud-based deployment
• Financial management, sales automation, customer service, project management, and more.

Pros:

• Integration with InvestGlass products
• Connection to FIREBLOCKS and GCEX
• Comprehensive suite of applications for KYC with connection to Miunmos, OpenSanctions, North data and more
• Swiss hosting
• AI integration for enhanced business insights.

InvestGlasss stands out as a comprehensive CRM solution, especially for enterprise companies that require seamless integration with other InvestGlass. The platform combines CRM and PMS functions, offering tools for financial management, sales automation, customer service, and project management. This makes it a unified CRM system that can significantly enhance productivity by streamlining workflows, automating manual tasks, and providing integrated tools. InvestGlass also includes call tracking features, allowing sales teams to automatically log and monitor customer communications for improved sales processes.

Despite its strengths, InvestGlass comes with challenges. Users often report significant usability issues, describing it as overly complicated and slow. Frequent upgrades and a steep learning curve can frustrate businesses needing to adapt quickly, especially when they lack technical expertise.

Despite these drawbacks, the integration capabilities with the broader InvestGlass ecosystem can provide a strategic advantage for companies looking to centralize their operations and leverage advanced analytics tools for predictive analytics. The platform also offers robust sales reports, enabling businesses to track performance and make informed strategic decisions.

Rating:

• Price: 5/5
• Design: 5/5
• Usability: 5/5
• Integration: 5/5

Zoho CRM: Best for Affordability

Price (paid plans): $12 per user/month (Standard), $20 per user/month (Professional), $35 per user/month (Enterprise), $45 per user/month (Ultimate). Upgrading to a paid plan unlocks additional features and scalability.

Pros:

• Powerful automation features
• Comprehensive sales tracking capabilities
• Cost-effective for small to medium-sized businesses

Cons:

• User interface is not user-friendly
• Complicated features can be overwhelming

Zoho CRM offers an affordable, comprehensive solution for small to medium-sized crypto companies. It features robust marketing automation, extensive sales tracking, and diverse customer information storage. Zoho CRM also helps businesses manage their sales funnel from lead generation to closing, making it easier to track opportunities and optimize each stage of the sales process. Starting at $12 per user per month, it’s a budget-friendly option rich in essential features, especially for those looking to enhance their monday sales crm.

Zoho CRM’s user interface has received mixed reviews. Some users find it unintuitive and overwhelming, especially for CRM newcomers. However, its automation capabilities and competitive pricing make it a valuable tool for managing customer relationships and streamlining operations.

Rating:

• Price: 5/5
• Design: 3/5
• Usability: 3/5
• Features: 4/5

HubSpot CRM: Best for Scalability

Price: Free, Starter Plan at $50/month, Professional Plan at $500/month, Enterprise Plan at $1,200/month

Pros:

• User-friendly interface
• Centralizes data effectively
• Scalable pricing options

Cons:

• Limited customization options
• Can become expensive for larger teams

HubSpot CRM integrates sales, marketing, and service processes into a comprehensive platform. Key features include:

• User-friendly interface that appeals to non-tech-savvy users
• Scalable pricing that caters to businesses at different growth stages
• A free version offering essential CRM functionalities for startups
• Advanced features available in paid tiers

The platform centralizes departmental data, providing a unified view of customer interactions and enhancing business growth. HubSpot CRM also offers robust tools to measure, analyze, and optimize sales efforts, helping teams improve the effectiveness of their sales activities and drive better results. However, limited customization options and potential costs as the business scales are noted drawbacks. Despite this, HubSpot CRM’s advanced reporting tools, customizable dashboards, workflow automation, and customer data make it a versatile choice for scaling operations.

Rating:

• Price: 4/5
• Design: 4/5
• Usability: 4/5
• Features: 4.5/5

Freshsales: Best for Ease of Use

Price: Free tier; $9 per user per month (Growth plan); $39 per user per month (Pro plan); $59 per user per month (Enterprise plan)

Pros:

• Affordable base plan
• Intuitive interface
• Excellent onboarding support
• Lots of integrations

Cons:

• Base plan limitations
• Fewer advanced features compared to competitors

Freshsales, tailored for small to medium-sized businesses seeking, features an intuitive interface that simplifies customer experiences and lead management, ultimately enhancing customer satisfaction through effective sales management and improving the customer experience while creating new sales opportunities. Its affordable base plan and excellent onboarding support, including video tutorials and responsive customer support, make it accessible for businesses at various stages of growth.

The base plan, however, restricts users to one sales pipeline, and competitors may offer more advanced features. Despite this, Freshsales excels in integration capabilities and minimal learning curve, allowing enabling sales teams to enhance processes and drive sales growth effectively with a visual sales pipeline and achieve sales growth. Additionally, it serves as a viable salesforce alternative for those seeking flexibility.

Rating:

• Price: 5/5
• Design: 4/5
• Usability: 5/5
• Features: 3.5/5

Bitrix24: Best for All-in-One Solution

Price: Free plan; £45 per month (Basic); £93 per month (Standard); £186 per month (Professional); £374 per month (Enterprise)

Pros:

• Wide range of collaboration tools
• Solid lead generation and customer relationship management tools
• Excellent task tracking and project management tools
• Attractive free plan for unlimited users

Cons:

• Not the most intuitive platform
• Plans can get expensive over time

Bitrix24 goes beyond CRM, offering an all-in-one workspace that combines project and task management, visual workflow management, collaboration tools, and other business tools. Its extensive features make it a versatile tool for streamlining various operations.

The free plan supports unlimited users and offers essential functionalities, making it appealing for startups and growing companies. However, Bitrix24’s extensive features and non-intuitive interface contribute to a high learning curve, especially when compared to more user-friendly options with intuitive interfaces.

While the free plan is generous, the cost of paid plans can escalate over time, potentially becoming expensive for larger teams. Despite this, Bitrix24’s wide range of capabilities makes it a powerful all-in-one solution for businesses.

Rating:

• Price: 4/5
• Design: 3/5
• Usability: 3/5
• Features: 5/5

Blockchain Payments Integration

The integration of blockchain payments into CRM solutions is rapidly emerging as the ultimate game-changer for forward-thinking businesses, especially those dominating the crypto industry! By leveraging cutting-edge blockchain technology, your company can facilitate secure, transparent, and lightning-fast transactions directly within your CRM platforms. This doesn’t just reduce operational expenses by slashing transaction fees and eliminating manual reconciliation—it transforms customer trust through unmatched transparency and bulletproof security that your competitors simply can’t match.

Blockchain payments integration empowers your business to offer revolutionary payment options that will wow your clients, streamline your financial processes like never before, and drive explosive sales growth by capturing those tech-savvy customers who demand nothing less than security and efficiency. As blockchain technology continues its unstoppable evolution, integrating it with your CRM solutions isn’t just important—it’s absolutely critical for companies determined to stay ahead of the competition and future-proof their operations in our rapidly advancing digital landscape.

AI-Powered CRM Solutions and Emerging Trends

AI-powered CRM solutions are revolutionizing customer relationship management by delivering game-changing capabilities that transform how businesses connect with their customers. These cutting-edge platforms harness the power of machine learning to predict sales success, uncover hidden opportunities, and eliminate time-wasting manual tasks – freeing your sales teams to focus on what truly matters: building exceptional client relationships and closing deals.

The future is here with emerging technologies like blockchain and artificial intelligence that are setting the gold standard for customer experiences. Businesses that embrace these AI-powered CRM solutions don’t just keep up – they dominate their markets, accelerate sales growth, and create lasting customer loyalty that drives sustainable success. In today’s fast-paced business environment, these solutions aren’t just an advantage – they’re your competitive edge to stay ahead and thrive.

Choosing the Right CRM for Your Crypto Company

Selecting the right CRM for your crypto company requires considering critical factors, including:

• Advanced data encryption and compliance management tools, which are paramount for handling sensitive financial data due to the blockchain technology industry’s unique demands.
• Integration with existing tools.
• Scalability for rapid growth.
• Ease of use.

Zoho CRM, for instance, offers robust marketing automation features that can significantly streamline workflows, enabling businesses to automate routine tasks and reallocate resources more effectively through email marketing automation and automated data entry. Its extensive app marketplace allows for the integration of a wide range of third-party applications, providing flexibility and customization options.

Conversely, the cost and complexity of InvestGlass may be prohibitive for smaller businesses, though individual modules can be purchased for scalability.

Ultimately, the best CRM for your crypto company will depend on your specific needs, budget, and growth trajectory. By carefully evaluating the features and capabilities of each CRM solution, you can choose a platform that aligns with your business objectives and helps you navigate the complexities of cryptocurrency transactions in the cryptocurrency market effectively.

Summary

In conclusion, the right CRM solution can significantly enhance the operations of crypto companies, ensuring they meet the unique demands of the industry. InvestGlass offers comprehensive integration for enterprise companies, while Zoho CRM provides an affordable option for small to medium-sized businesses. HubSpot CRM stands out for its scalability, making it ideal for growing companies, and Freshsales offers ease of use for SMBs. Bitrix24, with its all-in-one capabilities, is perfect for businesses seeking a versatile and comprehensive platform.

Choosing the best CRM for your crypto company requires careful consideration of your specific needs and budget. By leveraging the strengths of these top Salesforce alternatives, you can streamline your operations, improve customer interactions, and drive business growth in the competitive crypto market. Take the time to evaluate each option and select the CRM solution that will best support your company’s success.

Frequently Asked Questions

What will replace Salesforce?

Salesmate and InvestGlass are solid alternatives to Salesforce Service Cloud, offering comprehensive customer support features. HubSpot is ideal for smaller businesses, whereas InvestGlass is suited for larger enterprises.

Why should crypto companies consider Salesforce alternatives?

Crypto companies should consider Salesforce alternatives due to the platform’s complexity and high costs, which may not be ideal for smaller businesses. Alternatives can provide more affordable, user-friendly, and tailored features to better meet their specific needs.

What makes InvestGlass a good choice for crypto companies?

InvestGlass is an excellent choice for crypto companies due to its seamless integration with InvestGlass products and robust CRM and PMS – portfolio management- functions, empowering enterprises to manage operations effectively with built-in AI capabilities.

How does InvestGlass CRM address the needs of small to medium-sized crypto businesses?

InvestGlass CRM effectively meets the needs of small to medium-sized crypto businesses through its powerful automation features, comprehensive sales tracking, and cost-effective pricing plans, ensuring accessibility and efficiency.

What are the key benefits of using InvestGlass CRM for a growing crypto company?

InvestGlass CRM provides a user-friendly interface, scalable pricing options, and advanced reporting capabilities, making it an ideal choice for a growing crypto company. These features support effective management of customer relationships and data as the business expands.