Forums: Discussions for entrepreneurs and small business.

Please share with me your personal experiences with CRM software, and whether the one you used functioned well for your business, or if it wasn't useful. 

I am starting a web design and marketing company and I believe I need CRM software to help me with sales, marketing, and project management. 

Usability and logical workflow are paramount to me, so I want to know which ones are the ones with which people have personally had great experiences. I know that some CRM software don't have the best usability or workflow paths, so I would appreciate it if people could share with me which ones did NOT work well, too. 

Here are my requirements:

The initial cost needs to be low, preferably free. I'm bootstrapping my business initially and I have almost no expenses. I want to keep it that way and re-invest my profits back into the company.

I want a system that will grow with me, rather than needing to exporting my customers to a new system if my business is an overwhelming success. 

If necessary, I can make do with only two users, but I would prefer it if I could increase that to a dozen or more. I have partnered with a software company for projects, so that if their customers need design work, I can provide it, and vice versa, so their developers may need access to my system. It would be more convenient and secure if I could grant each one their own username. 

I intend on pursuing 200-500 leads at the start. I need a system that will support that. 

Ideally, I would like a system that would automate my marketing/sales/project management. Something like this: 

1. email introduction to prospects/leads

2. intro/appointment calls

3. tracking appointments

4. follow up emails/phone calls/appointments a few days later

5. follow ups every other month for inactive customers or "no sale" leads

6. inclusion in promotional gift campaigns, newsletter campaigns, mailings, or marketing campaigns for other products I offer

 

Conversion to cold leads/inactive leads for long time "no sale" leads

 

Conversion to active customer, then:

1. project tracking

2. problem/complaint tracking 

 

I hope this explanation was clear and understandable. I truly appreciate your help! 

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I like mycosuite.com 

free for single user and paid for multiple login

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I wrote a couple of blogs you might find helpful . . .

 

http://simplexing.blogspot.com/2011/09/nimblecom-social-crm.html

 

http://simplexing.blogspot.com/2011/09/few-thoughts-on-online-crm-solutions.html

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Dose CRM software help sale greatly ? I also don't know this .Who has usded it already?

 

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www.fashionelitebag.com

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Elite Art&Craft Factory ----sell bags http://www.fashionelitebag.com MSN:sallya121@hotmail.com SKYPE:huangmeiqing111

 

I will recommend you to look for a solution that is available as a hosted solution and can also be installed on your own server, either inside or outside the firewall. As you have the concern for data security and privacy. Infact you can go for Hybrid CRM Software I have found CRM Domain a great place to start. They have great product to get you started without spending a fortune. The customization is drag and drop and there is an army of people ready to help you with it.

 

Generally, 10 best CRM for Small Business are,

 

1. InfusionSoft
2. SalesNexus
3. CapsuleCRM
4. InTouch CRM.
5. WORKetc.
6. PlaybookIQ.
7. Prophet CRM.
8.CenterBase.
9.Oprius Foundation.
10. EssentialCRM.

 

View more at: http://www.techyv.com/questions/crm-software-recommendations-need-help

 

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Thanks for your marvelous posting! @ alpensopath also. Your information is very useful. Thanks for sharing. Looking forward to more!

*****

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According to my knowledge infusion soft and In touch CRM and etc. is not bed software but you want to more information about those you can search at Google.

Thanks.

 

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I will recommend you to look for a solution that is available as a hosted solution and can also be installed on your own server, either inside or outside the firewall. As you have the concern for data security and privacy. Infact you can go for Hybrid CRM Software I have found CRM Domain a great place to start. They have great product to get you started without spending a fortune. The customization is drag and drop and there is an army of people ready to help you with it.

free software download

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Hello..

There are so many CRM software available these days which will help you in business growth and also integrate all the data in one single package. I am working with the maximizer and found it best for my business.

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Have a look at: crm customer | crm online .

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I used vTiger some time ago. If you are working in a Microsoft environment - do use Microsoft Dynamics, it´s the best choice in my opinion.I used real hound for a while. it is crazy detailed and can be overwhelming at the beginning.

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