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    Best CRM tools

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    • Minion QueenM
      Minion Queen Banned
      last edited by

      If you would like a demo I can show it off next week via Screen Connect one day.

      AdamFA 1 Reply Last reply Reply Quote 1
      • AdamFA
        AdamF @Minion Queen
        last edited by

        @Minion-Queen

        That would be great! Just let me know what day/time works best.

        1 Reply Last reply Reply Quote 0
        • scottalanmillerS
          scottalanmiller @AdamF
          last edited by

          @fuznutz04 said in Best CRM tools:

          @Minion-Queen said in Best CRM tools:

          I have been using Zurmo for about a year.... it's very basic.

          For storing client data SharePoint with each client having their own OneNote

          @Minion-Queen I'd love to hear more about this. We use Dynamics CRM (365 hosted) right now. IMO, it's expensive and slow, and unnecessarily complex.

          That's what we found as well.

          1 Reply Last reply Reply Quote 0
          • Deleted74295D
            Deleted74295 Banned
            last edited by

            A project to be finished by July is to build our own as a SaaS product for other businesses.

            So many of these apps are clunky and don't do what you need them to do.

            1 Reply Last reply Reply Quote 0
            • momurdaM
              momurda
              last edited by

              We have Dynamics CRM. We use a plugin from ClickDimensions to track leads and page visits to our sites.
              Makes nice tables in CRM that shows IP, country, all sorts of stuff.
              0_1487012165901_upload-6767f23a-447e-468f-ad41-1340a0999a14

              Yes i agree with others that Dynamics is slow, unresponsive, and way too expensive.

              1 Reply Last reply Reply Quote 0
              • scottalanmillerS
                scottalanmiller
                last edited by

                I'm dealing with some CRM stuff again, looking for insight 🙂

                1 Reply Last reply Reply Quote 0
                • NashBrydgesN
                  NashBrydges
                  last edited by

                  I installed Odoo a few days ago with plans to go poke around in there but haven't had time to. Not so much just CRM but more of an ERP solution that includes CRM but if all you want is CRM, you can just install that module.

                  https://www.odoo.com/

                  It is open source as well.

                  https://github.com/odoo/odoo

                  matteo nunziatiM 1 Reply Last reply Reply Quote 1
                  • matteo nunziatiM
                    matteo nunziati
                    last edited by

                    We're moving to a local erp. Crm alone was not good and we have chosen to avoid to write connectors with other management apps.

                    1 Reply Last reply Reply Quote 0
                    • matteo nunziatiM
                      matteo nunziati @NashBrydges
                      last edited by

                      @NashBrydges said in Best CRM tools:

                      I installed Odoo a few days ago with plans to go poke around in there but haven't had time to. Not so much just CRM but more of an ERP solution that includes CRM but if all you want is CRM, you can just install that module.

                      https://www.odoo.com/

                      It is open source as well.

                      https://github.com/odoo/odoo

                      +1 for odoo. Unfortunately it has almost no support in Italy.

                      1 Reply Last reply Reply Quote 0
                      • Jenny_CoJ
                        Jenny_Co
                        last edited by

                        A cool app that helps to perform your business communication in the most effective way and is compatible with lots of CRMs is Call Tracker for CRM.
                        It tracks contacts/leads/accounts directly to CRM and even records the calls.
                        You can find out more info here => http://magneticonemobile.com/CallTracker/

                        1 Reply Last reply Reply Quote -1
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