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CRM Systems

Discussion in 'Business Development and Sales' started by Simon Hampel, 30th Sep, 2016.

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  1. Simon Hampel

    Simon Hampel Founder Staff Member

    Joined:
    24th Aug, 2016
    Posts:
    159
    Location:
    Sydney
    Copying a post I made over on PropertyChat - CRM Software

    Insightly gets good reviews - #1 Free CRM for Small Business: Online Customer Relationship Software ... but there were a couple of things it couldn't do that I needed (specifically around handling multiple brands / email domains), so I gave up after only a few hours of my free trial. I'd suggest giving it a try anyway - it's pretty cheap I think and may do what you need. The UI was pretty slick from what I saw - if my business was more simple than it is, I would give it more of a trial.

    I ended up going with Close.io - Close.io – Stop logging calls and emails and start making them instead. ... it's much more focused on inhouse sales teams (using VoIP and email) rather than a generic small business CRM and is missing a lot of the other functionality you might be looking for - but I mostly just use it for email, so it suits my needs (and works really really well for email integration - the best I found out of any of the systems I trialled).

    My CRM needs are very specific, so what I found worked for me isn't what works for many service based SMBs.

    Some links to help (or make things worse!)

    Best CRM Software in 2016 | G2 Crowd

    Other CRMs I've seen fairly good reviews of are:


    ... wondering what CRM systems people here use?
     
    Kon Beyner likes this.
  2. arrowwise

    arrowwise Active Member

    Joined:
    5th Sep, 2016
    Posts:
    27
    Location:
    VIC
    Using a fully customised version of Sugar CRM. Once you need highly specialised & integrated workflow, quotes, sales the majors CRMoptions are very limited off the shelf or only do a few things very well. The more you customise the more ideas that then open up, so endless but existing process.
     
    Kon Beyner likes this.
  3. RPI

    RPI Well-Known Member

    Joined:
    31st Aug, 2016
    Posts:
    74
    Location:
    Brisbane
    Although not CRM software we use typeform tied to google sheets and ASANA to manage our CRM.
     
  4. Kon Beyner

    Kon Beyner New Member

    Joined:
    22nd Mar, 2017
    Posts:
    3
    Location:
    Sydney
    Most CRMs mentioned here are good as long as they are getting filled out by all team members in the same manner, otherwise rubbish in - rubbish out :)
     
  5. Simon Hampel

    Simon Hampel Founder Staff Member

    Joined:
    24th Aug, 2016
    Posts:
    159
    Location:
    Sydney
    I'd say all CRMs would suffer from the same problem - if you don't maintain consistent data, you won't get consistent results!
     
    Kon Beyner likes this.
  6. Paul@PFI

    Paul@PFI Member

    Joined:
    20th May, 2017
    Posts:
    23
    Location:
    Sydney
    A great CRM system should also integrate with your key functions. CRM isnt an add on its part of the core business.