What CRM Software Do You Use?

[jriddick]

To those business owners in here, what CRM software do you recommend? And if possible, which free ones (if any) would you suggest?

Thanks.

 

[tangy]

Sweet, this thread again! I suppose that expecting an internet marketer to have a single clue how to use a search engine is just nuts, eh?

https://www.google.com/search?hl=en&q=site:wickedfire.com+intitle:CRM

 

[jriddick]

Sweet, this thread again! I suppose that expecting an internet marketer to have a single clue how to use a search engine is just nuts, eh?

https://www.google.com/search?hl=en&q=site%3Awickedfire.com+intitle%3ACRM

Yeah, I tried searching for CRM in posts to narrow it down and didn't get any hits.

And I'm more of an aspiring marketer than an actual one. Appreciate the feedback anyways.

 

[Adevictus]

i use a computer

 

[BlueSteele]

I have most of my clients in Trello now, and they are pleased, as are we. It's not perfect, but a bit of creative tweaking you can do awesome things. For those of you who might do service calls, or maybe it's for a client, Mhelpdesk is pretty slick too.

 

[slowboiled]

My favorite cheapy is Insightly.

 

[SLO Ur Roll]

Depends on what your business is.

SellMoreNow

This old dude has been reviewing them for as long as I can remember, ton of good info

 

[Josss]

Depends on what your business is.

SellMoreNow

This old dude has been reviewing them for as long as I can remember, ton of good info

That website sucks.

He's not even reviewing them.

He just basically says for more info visit their website.

If he really is going to write reviews that fucking lame he could at least use an Aff link ffs.

OP.

Define "CRM" what are you personally looking to do?

I used Infusionsoft for almost 3 years..you might want to look at that, but the cart side of things needs work.

But as far as email tagging, actions and customer management it rocks.

 

[csnreyes]

And I'm more of an aspiring marketer than an actual one. Appreciate the feedback anyways.

Must have high hopes for yourself man.
What are you using the CRM for? Don't be cheap and invest in yourself/your business.

 

[JulianTrueFlynn]

You could try SugarCRM which has free community edition, I never got the hang of it though.

I'm a big fan of Highrise though.

 

[marketer23]

I use TinyIssue. Simple to use. I just needed it one to assign tasks to people so I could keep track of what was going on.

 

[hamulon]

You could try SugarCRM which has free community edition, I never got the hang of it though.

Same here. SugarCRM is popular for some reason, but I found it very resistant to hang-of-it getting, both out of the box and when trying to customize it. I really don't get why it's popular. Surely there's a reason, but I sure wouldn't use it again or recommend it.

 

[mituozo]

I use TinyIssue. Simple to use. I just needed it one to assign tasks to people so I could keep track of what was going on.

That's not really CRM, but project management.

I have most of my clients in Trello now, and they are pleased, as are we. It's not perfect, but a bit of creative tweaking you can do awesome things. For those of you who might do service calls, or maybe it's for a client, Mhelpdesk is pretty slick too.

Again, project management.

A CRM system involves sales automation and opportunity management. If you just have a tool that you use for managing current customers, that's not distinctly a CRM tool.

Well-designed CRM includes the following characteristics:

Relationship management is a customer-oriented feature with service response based on customer input, one-to-one solutions to customers’ requirements, direct online communications with customer and customer service centers that help customers solve their questions.

Sales force automation. This function can implement sales promotion analysis, automate tracking of a client’s account history for repeated sales or future sales, and also сoordinate sales, marketing, call centers, and retail outlets in order to realize the salesforce automation.

Use of technology. This feature is about following the technology trend and skills of value delivering using technology to make “up-to-the-second” customer data available. It applies data warehouse technology in order to aggregate transaction information, to merge the information with CRM solutions, and to provide KPI (key performance indicators).

Opportunity management. This feature helps the company to manage unpredictable growth and demand and implement a good forecasting model to integrate sales history with sales projections.[4]

A CRM tool isn't something to cheap out on, assuming you are using it to manage a sales process, prospects, etc. You end up with a huge headache when you outgrow it and have to move to a "proper" one.

We moved from a basic CRM to Salesforce and basically had to re-input everything we wanted to keep, because the formats and mappings were so wildly different.

Need a lot more info from op to even begin to suggest a CRM that's appropriate though. You could list off hundreds which range from basic to Salesforce Enterprise which is far from it. It may not even be a CRM system you're actually looking for.

 

[EricVorheese]

I tried a bunch, settled on Streak. Looks deceptively simple, but it's pretty powerful once you start using it.

 

[Jameel]

 

[marketer23]

I've wanted to give Zurmo a try but never made time to do it.

Zurmo | Open Source CRM Gamified

maybe someone can chime in on this.