I got a company with 25 employees (http://sliday.com). So far, I've been able to manage all our clients in my Gmail contacts, this's been working well for the last 8 years. But the business is growing, more people are getting involved in the sales and project management processes. Hence, the need of a proper CMS. The plan is to do a major business contact clean-up and arrange all clients and the leads into a comprehensive cloud-based management system. It doesn't have to be free as soon as it helps to get the stuff done. Consider the following use case scenario: I'm willing to delegate one of the ongoing projects and instead of forwarding tonnes of emails with the account manager, I'd like to send a link to the contact snapshot page, which has the history, my notes from before, emails, a date of the last follow-up conversation, etc. An integration with G-Suite & LinkedIn would be really nice to have, I guess. Cheers.
- Salesflare will do anything Pipedrive & co do, but automatically. No manual data input, address book fills out itself and all interactions with customers (emails, phone calls, meetings, website visits, link clicks are automatically logged in customer timelines.) It will use all that data to automate to-dos so it can tell you to follow up when you should. The idea is that you just have to write the emails and have the coffee. Integrates with over 700 other tools.
- Three main WHY: 1- Easy to use, so there is no need to waste a lot of time for training 2-Ability to send emails directly from Hubspot 3-free. If you ask about small, the price may be the key factor. And what about drawbacks, 1- there is a need to add all appropriate prospects and companies and deals when you create a task. 2- As for me, there is a lack of customer support. Sometimes there are no free customer supports. And in a nutshell I recommend this CRM
- Enterprising Josh made this productBitrix24 is super cool. First, they don't charge on a per user basis - it's free for 12 users, $39/mo for up to 24 users and unlimited users are only $99/mo. Second, it combines client management with tasks and projects unlike any other CRM on the market. See https://www.bitrix24.com/feature...