I manage several customers in an agency. Until now I have tried Trello, DaPulse and Favro to keep track of workflow and hours. But all of them lack the opportunity to track media buying turnover. Is there any good CRM-system that includes workflow and the opportunity to track turnover and revenue? And do they have a good reporting system?
- One such tool that includes what you've mentioned is Salesflare. It’s a CRM tool that integrates with your phone, email and calendar to automate data input. Your address book is automatically filled in, enriched with company data, social data and relationship intelligence. It also has an easy-to-digest, visual reporting section, where you can track how your company is performing in one view.
- I think Freshsales might be a great fit here. Freshsales is a CRM built from ground up for high-velocity sales. Freshsales has recently introduced Intelligent workflows. I'd suggest giving it a spin: https://www.freshworks.com/fresh...?