Best CRM software

searcher profile

July 11, 2018

by a searcher from University of Melbourne in Melbourne VIC, Australia

Hi can anyone recommend a CRM tool that is most suited to search? I know about "Less Annoying CRM" but want to have a look at all options before moving over from current excel workbook. Thanks

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commentor profile
Reply by a searcher
from The University of Texas at Austin in Fort Worth, TX, USA
No specific recommendation for you (Currently using Salesforce IQ, but it is going away March 13, ###-###-#### However, there is a lot of value in having a CRM that connects to your email and creates a 'feed' of all communications with each company (you can manually enter phone calls and in-person meetings). Otherwise, you'll spend a lot of time sorting emails into folders, tags, etc. If you're looking for a light/cheap option but want a step above Google Sheets, there are several CRM's that are just Chrome extensions for Gmail.
commentor profile
Reply by a searcher
from University of California, Los Angeles in Honolulu, HI, USA
I really liked Insightly. Good Gmail integration for capturing email trails and attaching them to contacts, opportunities, etc. Strong task scheduling/management. Integrates with Chimpmail, though I didn't blast email campaigns. I really liked the ability to link people, companies, opportunities to each other to track the web of relationships and referrals. Very affordable, as well.
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