What CRM platform are you using and why did you choose it?
I hear a lot of people struggling with which CRM (contact relationship management) systems to use and there are tons of new ones available. So I would like to know which ones you are using and what feature or benefit made you select that product?
It's a struggle virtually every growing business finds itself in. There's an increasing number of tools that are covering a lot of business needs in one platform. It's causing companies to reevaluate their needs and wonder if there's more on their end they haven't addressed. As a result, companies are increasingly using one or two tools that can cover many functions. That's why I've been using http://helprace.com. It can be used for marketing, lead generation, SEO and customer service. It's a support software to streamline ticket management at heart but it's also a very powerful user engagement tool.
I have to say of all the CRMs I've utilized for clients GreenRope is excellent.
This is such a hard question to answer because there are so many different CRM systems tailored to a variety of different business types.
1) Insightly - CRM with some project Management
2) 17hats - One stop shop for billing, CRM, invoices, some project management
3) Teamwork.com - mostly project management, some CRM functions
2) Act On
I've struggled with this myself recently. I tried out several including Zoho, Paypanther, Ragic, Insightly, Sugar and Salesforce. I've found that most of the CRMs out there are very oriented towards businesses that sell products, not services. And they don't really let you customize anything. As a writer/editor/communication professional, ultimately none of those have met my needs. So a couple of weeks ago, I purchased what I was looking for alternatives to: Filemaker Pro 13. It's really the only option out there for building a relational CRM system that you can totally customize to meet your exact needs. I've been able to build the tables that I need to meet my needs, including an electronic invoice and a table of North American Industrial Classification System numbers and industries (which I use in my Companies table to indicate a business's sector). Filemaker does take a bit of learning — it has taken me a week or so to figure out some nitty-gritty things about creating relational links — but it's definitely worth the investment and time if you want a CRM tailored for your needs.
Our company uses for several years Perfectview CRM. Simple to use, feature and social media integrated, excellent support and easy to share with others. Definitely a recommendation www.perfectviewcrm.com is the website.
I use the HubSpot CRM because it's built into my entire marketing platform. Our website, landing pages, blog, email marketing, social media and CRM are all completely integrated in one application.
It gives you a complete view of your customer from the pages they viewed on your website, the social messages they interact with and the touch points sales makes with the client.
Check out: http://www.hubspot.com/products/crm
In my career I have used Salesforce, Act, Commence and Maximizer for extended periods of time. When working with teams Salesforce has been my favorite as it allows for easy customization and deployment. But Salesforce is expensive starting at $25 monthly, per user.
Lately, my needs have been more personal and modest and I've come to favor Insightly which is noteworthy for being free for up to 3 users. If you outgrow the free account; Insigntly is $7 monthly, per user. I consider this affordable.
Insigntly is a little bit more like home for a Salesforce user. I love custom fields. Custom fields are extra data fields you can add to all contact, organization, opportunity and project records to capture additional information when creating and saving those records. You can add additional fields per record in either text format, date format, or chosen from a list of options you specify. This is unusual flexibility in a "free" product. But I'd opt for Insightly's paid account. With it you get tight integration with Google Apps through their popular Insightly gadget, seamless sync with Google Calendar and Google Contacts, and easy access to Google Drive. You also get QuickBooks Online integration. Users can view any customer payment status and history within Insightly. Dual data entry is eliminated. Also, you have a single view operational and financial view of your customers and their account status, invoices and payments. This is awesome stuff.
My favorite Insightly feature is its social media integration. [This would be a must have for an online marketing agency] I simply put in a contact’s email address and it finds virtually every social media profile related to the email address. I see Twitter content and my contact’s public LinkedIn profile. Also, I can explore my contact’s public profile on Facebook, Google+, FourSquare, etc. Awesome! Try it for yourself.
Finally, I would like to share with you a universal truth. The best CRM product in the world is the one you already know. Change is difficult.
- The Pragmatic Web Designer
Salesforce after a lot of POCs on Siebel and SAP CRM . SFDC is a big gain as it is cloud based and the SFDC engine has functionality of inbuilt reports.