- Salesflare offers automated timelines shows you all you need to follow up on donors and leads (there’s also email and website tracking). Salesflare is an automated sales CRM that tells you and your team everything you need about leads with minimal effort from your side. It provides automatic reminders and notifications when things quiet down or when potential donors try to contact you. Plus, you won’t have to manually input data anymore, as Salesflare integrates with your email, calendar, phone, social, web, company databases, etc. It’s a sales CRM that fully automates info and timelines.
- Streak is pretty cool. I've been using it for a while now. It integrates with your Gmail and absolutely free. There are preset pipelines. It works like a spreadsheet and each cell here is called box. Every contact is categorised into different stages. You can create tasks for yourself. Hope this helps.
- I'd recommend trying Freshsales CRM. It is extremely easy to use, is packed with features and is backed by a great support team. The best part, it is one of the few full-fledged CRMs that comes with a lifetime free plan for upto 10 agents.