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CRM for Web Design Agency


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#1 theboss

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Posted 05 March 2015 - 08:12

What does everybody else use for their CRM?

 

There are so many of them on the market today, all very similar in what they do, so what do people recommend?

 

I have flirted with Zoho (currently my preferred option due to its integration with Google Apps) and CapsuleCRM (seems a little to minimalistic for my liking) but feel I maybe missing something?

 

Essentially, well for me anyway, a CRM is, in it's simplest form, a database of contacts (clients, leads, suppliers etc) for which you can store information about. I don't necessarily need in-depth analysis on sales/leads, how much each contact is worth to me etc. That is not important to me, and I use Xero to manage the financial side of things anyway.

 

I guess I need something that can store general information, notes on projects, contact details, web addresses, that sort of thing.

 

It has to be Cloud based, preferably with a mobile app, although the latter isn't essential.

 

Obviously, pricing is a deciding factor, which is why I am shying away from Salesforce...


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#2 jackdanieltracy

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Posted 05 March 2015 - 08:57

Take a look at https://www.insightly.com

 

Not used personally but seen a few companies use it, and also integrates with Google Apps I believe. 


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Freelance Web Designer - www.jacktracy.co.uk - twitter.com/JackDTracy


#3 Jason Dexter

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Posted 06 March 2015 - 12:22

We use Insightly, too. Whilst don't actively sell, it's a great way of tracking leads coming in, seeing the main source, who's getting them, their value and then close rates. Helps us manage clients a bit better but also improve our processes.

 

Great tool


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#4 shubham1

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Posted 10 April 2019 - 09:30

Hey.  You can used in MsgClub CRM software. It is very easy to use and manage your all company data. To know more info. visit http://www.msgclub.net/


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