We are looking for a CRM system to use at StartupNation to keep track of business. I just signed up for a free trial of the software, but one thing that I didn`t find on the free version was easy access to contacts, accounts and leads. Many of the other CRM applications that I have been reviewing have this functionality, which is important to small business and really any business, regardless of size, that are looking for an affordable CRM system to manage their business effectively. Does your software have this type of customization once purchased?
I use sugar crm, and I have to agree with Kregg, it is a bit complex, although for my small business we try to find inexpenisve, free solutions out there. The thing is, once you get a good handle on the system, it will do wonders to teh organization of your business. Clients appreciate that you have a CRM soluiton in place so it is easy for htem to log in see the progress of their projects.
True, finding a rich featured CRM is not hard there are 100s out there;
you can choose one based on functions you need... but not easy to find them all easy to use and fast to explore and learn without spending much time and $ on training..