I finally want to put some structure around my contacts and prefer something simple and lightweight which supports arbitrary tagging and shared contact lists (or at least contact list access) with colleagues. other nice to have features include > easy export (to prevent lock-in) > integration w gmail to get stats like "last contact" etc
- Been meaning to write a blawg post on this at some point, but I ended up using Airtable for this approach (I think Ryan Hoover also goes this route as well). I tried a lot of CRMs, but they seem to be single-mindedly focused on being a sales CRM, which is fine, but not really what I wanted for this type of approach. The tagging is really lightweight and easy to enter. Overall, Airtable isn't really a CRM, of course, but I found it to be the best approach because of how super lightweight it felt (which in turn, encouraged me to keep adding details rather than give it up after a few weeks). Big fan.Airtable is great to create the CRM that fits exactly what you need. They have templates really well done and you can connect it with Zapier (so Gmail -> Zapier -> Airtable)Rather than argue whether Airtable qualifies as a "lightweight CRM". From my perspective, a base CRM (light, heavy or Goldilocks) needs to support the following requirements: 1) Master Data (Companies, Contacts, Deals / Projects / Opportunities), 2) Activity Data (Email, Notes, Calls, Meetings...), and 3) Tasks (the promises made by you or to you tagged with Contact/Company/Deal). I have not seen every CRM ever created, but I've seen a lot and they all have these foundational objects. There is certainly no reason why you couldn't create this in Airtable, but why bother when @hubspot CRM provides it and much more for free along with a mobile app? I'm the CEO of @aloeai https://aloe.ai , and we integrate with Salesforce.com, Microsoft Dynamics CRM and Hubspot CRM and I've spent tons of time in the CRM weeds, implemented CRM, and helped countless companies choose a CRM. If I wanted a "lightweight", "personal" or "small team" CRM I would use Hubspot's free CRM with Aloe.ai, of course :)
- Thanks for all those who have requested beta access to Affinity.co! Here is a little more about what we are doing: Affinity is a relationship intelligence platform built to expand and evolve the traditional CRM. Affinity instantly surfaces all of your team's and investors' relationship data to show you who is best suited to make the crucial introductions you need to raise your next round of funding and close your next big deal. Using AI and natural language processing, Affinity helps teams curate and grow their networks by unlocking introductions to decision makers and auto-populating their pipeline to increase sales velocity. Hit me up if you want more info :) firstname.lastname@example.org
- Siobhan O'Rorke made this productZenkit is a super easy to use database and collaboration tool that you can use to build your own CRM. You can set it up to capture any information you want about your contacts (it's totally flexible so you don't have to conform to pre-defined fields). It supports arbitrary tagging, you can share it with your colleagues, and you can connect it up to Gmail via Zapier (and direct gmail integration is planned). You can also export to CSV, or use Zapier to send backups to eg. Google Sheets. (Plus because it isn't really a CRM - you could use to to manage everything else in your life - not just your contacts ;)
- Adding recommendations from other folks on twitter/fb so there's a single listFew more data points on Contactually as someone that's tried them all but settled on Contactually: - pulls in email threads from MULTIPLE gmail accounts for easy searchability. I have six gSuite accounts being piped in. - so long as you have the mobile app it also counts calls and texts as touch points - supports tags but also buckets. Each bucket can have a rule "if I don't talk to someone in the Angel Investor Bucket in 250 days nudge me". Contacts can be in multiple buckets. - zero manual work necessary post-setup - speaking of me being lazy, it supports keyword search in the browser unlike most CRMs. So "c walk [enter]" gets me your deets so I don't need an open tab all day. - also has pipelines, task management, and email templates with tracking. So Pipedrive + Asana + Toutapp all in one.Contactually has one of the best features inside of Gmail that I've ever seen in the CRM space. You can create tags and put contacts in buckets on the fly, right inside your gmail composition box. http://support.contactually.com/... Being able to do this inside Gmail is a blessing. Good luck.
- Great import/export and Gmail integrationGmail integration is great. Can send directly through the app, even in bulk (broadcasts), and messages appear to come directly from the sender vs. an email marketing or CRM app.Highrise is great for so many things... from personal use to track Christmas cards, children's schedules and house, car, and pet history, to business use for tracking tasks and follow ups, both individual and bulk, to customer support. I use it every day for everything (and I work there :).
- Adding recommendations from other folks on twitter/fb so there's a single listFrom my perspective, a base CRM (light, heavy or Goldilocks) needs to support the following requirements: 1) Master Data (Companies, Contacts, Deals / Projects / Opportunities), 2) Activity Data (Email, Notes, Calls, Meetings...), and 3) Tasks (the promises made by you or to you tagged with Contact/Company/Deal). I have not seen every CRM ever created, but I've seen a lot and they all have these foundational objects. There is certainly no reason why you couldn't use other apps, but why bother when @hubspot CRM provides it and much more for free along with a mobile app? I'm the CEO of @aloeai https://aloe.ai , and we integrate with Salesforce.com, Microsoft Dynamics CRM and Hubspot CRM and I've spent tons of time in the CRM weeds, implemented CRM, and helped countless companies choose a CRM. If I wanted a "lightweight", "personal" or "small team" CRM I would use Hubspot's free CRM with Aloe.ai, of course :)
- Simple and should do the trick!Simple and should do the trick!I recommend using Agile CRM for all your above-mentioned needs. Before I dive into its contact management feature, it would be great if you could know why once should choose Agile CRM and why it is the best out there! Agile CRM has been rated the best by: - G2Crowd - Capterra - TrustRadius It currently serves 14,000+ businesses. Agile CRM is the only comprehensive, end-to-end CRM that delivers sales, marketing and support automation to help small and medium businesses manage all parts of the customer journey, from a single platform, in order to drive sustainable, scalable growth. Now, coming to its 360 contact view: (https://www.agilecrm.com/360-deg...) View everything you need to know about each contact on a single page and deliver a personalized experience with every customer or prospect interaction. Also, you can: Build Contact Profiles Build a detailed profile for each contact that includes contact information, communication history, social media profiles, interests, points of engagement, lead scores, and related tasks and notes. Access all of that information from a single contact page. Share Information Across Teams Because you’re working in the cloud, every team member—regardless of their department—can have access to view and update information on a contact’s page. Regardless of who is assisting your customer today, he or she will have all that customer’s historical data at their fingertips. Improve Data Integrity When every interaction that your staff has with a contact is tracked and updated in real time, the information therein will always be up-to-date. And when there is one source of information that everyone in your company is using, everyone pitches into the data upkeep, producing cleaner, more accurate data to work with. Maximize Efficiency With everyone able to update the information on a contact’s page, you’re able to capture more data and insight more quickly. This drastically reduces inefficient overlap that occurs when two teams, working in isolation, gather the same information on the same contact. Your team will be able to focus more on high-value tasks and less on data entry.
- I wouldn't call it lightweight, but Salesforce from my understanding, has made it cheaper to get some basic features. License costs range from $25-75 /user/month https://www.salesforce.com/produ... product demo - https://www.youtube.com/watch?v=61pOywlUEzs It would achieve all of what you're asking to do and more@hunterwalk SalesforceIQ is a pretty lightweight product and it has capability to add custom properties to records - in your case e.g. to contacts. By utilizing a new multi-select property, you can achieve functionality like tagging and later on you can utilize it in your reports, lists, etc... https://help.salesforceiq.com/le... https://help.salesforceiq.com/le... Mobile apps and chrome extension are also available: https://chrome.google.com/websto... https://play.google.com/store/ap... Exporting capabilities: https://help.salesforceiq.com/ar... https://help.salesforceiq.com/ar... Integrations: https://help.salesforceiq.com/ar...
- You add a single custom field and immediately have tags. I've tried all of the CRMs and various combinations but what I love about Pipedrive is that: 1. You can integrate with Zapier (just like Airtable and the others) 2. Their email integration with Gmail enables you to create a filtered "pipeline inbox" 3. You can have tags :) I definitely think it's a requirement. 4. Their mobile app is one of the best. Seriously, how can you have a CRM that's not on mobile? I will add that Airtable has much more powerful Zapier integrations than Pipedrive. For whatever reason, a lot of the Pipedrive endpoints haven't been added so there are definitely edge cases that won't work easily. However for the most part, it's the best one on the market.
- Capsule is a simple yet powerful CRM. You can most definitely tag your contacts to help categorize them but there's so much more. Custom fields, simple exports to csv or Excel files and good integration with G Suite. - The list goes on. Obviously I'm biased as I work for Capsule 😉
- Jonathan Costet made this productPretty sure this one ticks all of the boxes for you Hunter! In case you haven't heard of Folk yet, it's a CRM for non-sales people (so those of us that need to manage a vast and diverse pool of contacts on a day-to-day). What's nice about it is the pretty much instant import and deduplication (plug and play) as well as some more powerful features that are made simple with its clever UI (tags, campaigns, collaboration...). I highly recommend.
- Régis Freyd made this productMonica is a simple personal CRM that supports tagging, is open source so you can install it on a server that you own. It has no notion of business though, as it's meant to manage data about everything other than business. Feel free to try!