1. Advertising
    y u no do it?

    Advertising (learn more)

    Advertise virtually anything here, with CPM banner ads, CPM email ads and CPC contextual links. You can target relevant areas of the site and show ads based on geographical location of the user if you wish.

    Starts at just $1 per CPM or $0.10 per CPC.

Best CRM for small business?

Discussion in 'General Business' started by evevo, Dec 11, 2012.

  1. #1
    Hello everyone,


    We are currently looking for an 'all in one' CRM system to use within our business.


    We are looking at using Work etc, has anyone had any experience with this system or could you advise on any others?


    We need the CRM to have the below features:


    - basic invoicing
    - sales leads management (email marketing helpful)
    - customer information storeage
    - project manager


    Our business is online marketing offering SEO and web design. Currently it needs only 1 user, but within 3 months this will increase to 3.

    We currently use outlook and dropbox but have been looking at google apps to have everything in one place, so any advice on good CRM systems that integrate with Google Apps would be great.


    Many thanks in advance!


    Rob
     
    evevo, Dec 11, 2012 IP
  2. marieballu

    marieballu Peon

    Messages:
    4
    Likes Received:
    0
    Best Answers:
    0
    Trophy Points:
    0
    #2
    Some small businesses use a tool as basic as an Excel spreadsheet for all CRM tracking purposes, but as your business grows they’ll likely need a more robust set of tools. This is especially true for firms that have multiple sales staff. Some of the top CRM tools available include:


    • SalesForce.com
    • SugarCRM.com
    • Nimble.com
    • CRMAdvocate.com
    • Rapportive.com
     
    marieballu, Dec 14, 2012 IP
  3. johnrone

    johnrone Member

    Messages:
    184
    Likes Received:
    3
    Best Answers:
    0
    Trophy Points:
    33
    #3
    In addition to the above-mentioned CRM software solutions, you might as well try using the following on you business.
    I've included the cost of each CRM per month.

    Big Contacts - Cost: from $26 to $99 / mo
    Pipeline Deals - Cost: $15 / mo
    ZohoCRM - Cost: from free to $25 / mo
    Dashboard - Cost: $14.95 / mo
    Tactile CRM - from free to $18 / mo
     
    johnrone, Dec 14, 2012 IP
  4. cathaylist.com

    cathaylist.com Well-Known Member

    Messages:
    437
    Likes Received:
    6
    Best Answers:
    0
    Trophy Points:
    125
    #4
    I am interested in CRM script as well.
    Is there any PHP CRM script instead of cloud CRM?
     
    cathaylist.com, Dec 15, 2012 IP
  5. alir500

    alir500 Greenhorn

    Messages:
    30
    Likes Received:
    0
    Best Answers:
    0
    Trophy Points:
    16
    #5
    SalesForce.com
     
    alir500, Dec 15, 2012 IP
  6. iandille101

    iandille101 Greenhorn

    Messages:
    101
    Likes Received:
    1
    Best Answers:
    0
    Trophy Points:
    18
    #6
    Basically, CRM software is specifically designed to help ease business operation, especially in small businesses. The software allows you to add activities like account review letter mailings and phone calls. Proper provider of CRM software is what is really needed for its effectivity.
     
    iandille101, Dec 16, 2012 IP
  7. Anastasiya1989

    Anastasiya1989 Greenhorn

    Messages:
    53
    Likes Received:
    1
    Best Answers:
    0
    Trophy Points:
    18
    #7
    Some small businesses use a tool as basic as an Excel spreadsheet for all CRM tracking purposes, but as your business grows, they are likely to need a more robust set of tools. Some of the top CRM tools available include: SalesForce.com, SugarCRM.com, Nimble.com, CRMAdvocate.com,Rapportive.com
    Here is the top 10 of the best CRM http://standoutsales.com/business-tools/top-10-crm-software-solutions-for-small-business/ We use Salesforce, the most popular one. A few of the highlights include detailed contact information, social media tracking and extensive reporting features so you can identify your hot leads fast.
     
    Anastasiya1989, Dec 17, 2012 IP
  8. dess71

    dess71 Well-Known Member

    Messages:
    960
    Likes Received:
    14
    Best Answers:
    0
    Trophy Points:
    143
    #8
    How about infusionsoft? many internet marketers like Ryan Lee, Anik Singal, Ryan Diess, Matt Bacak etc... use it. In fact their page says that they have passed 12 thousand customers world wide.
     
    dess71, Apr 24, 2013 IP
  9. SlimCharles47

    SlimCharles47 Greenhorn

    Messages:
    86
    Likes Received:
    6
    Best Answers:
    0
    Trophy Points:
    23
    #9
    Dynamics, Salesforce , and SugarCRM are three big ones. Personally, I'm a big fan of SugarCRM. The difference between options like Salesforce and Dynamics and Sugar is that the former have their own clouds, while Sugar has its users select their own cloud services provider.
     
    SlimCharles47, Jun 23, 2014 IP
  10. dess71

    dess71 Well-Known Member

    Messages:
    960
    Likes Received:
    14
    Best Answers:
    0
    Trophy Points:
    143
    #10
    I think Infusionsoft has more features than the others
     
    dess71, Jun 23, 2014 IP
  11. insightson

    insightson Peon

    Messages:
    2
    Likes Received:
    0
    Best Answers:
    0
    Trophy Points:
    1
    #11
    I've heard a # of good things about Infusionsoft as well because of it's ability to automate and grow your business among other things. Though here's a link to a "free service to help businesses find the right software." http://www.capterra.com/customer-relationship-management-software/ Hope this helps. Thanks.
     
    insightson, Jun 23, 2014 IP
  12. holyman01

    holyman01 Greenhorn

    Messages:
    12
    Likes Received:
    0
    Best Answers:
    0
    Trophy Points:
    11
    #12
    An ideal option for small businesses is to have web-based CRM software to manage your company's customer support and services as well as keep track of existing and prospective clients. With limited funds and manpower, you will find a lot of web-based CRM solutions that are quite affordable for your business.
     
    holyman01, Jun 30, 2014 IP
  13. jrbiz

    jrbiz Acclaimed Member

    Messages:
    6,035
    Likes Received:
    2,612
    Best Answers:
    2
    Trophy Points:
    570
    #13
    As someone who has used computer-based CRM systems since 1994 (I had a small but growing sales team of about 8 people and we were beta-testers for the client-server version of GoldMine that year), let me advise how primitive SalesForce, SugarCRM, and Highrise (another online CRM system) are compared to the client/server based functionality of GoldMine or ACT!, both of which are now offering Cloud solutions (have not tried them yet.) I and a couple of my sales teams recently have suffered with SF and the other online systems that I mentioned which are clearly made by people who do not understand salespeople and how they work. If you are just going to store customer info and maybe do some emailings, you can use just about any of the packages mentioned in this thread. However, if you expect to have a professional sales force (inside or outside) use the system, look carefully at functionality and how it will fit into the sales process used by your team. And take a close look at the mature players in the market.
     
    jrbiz, Jun 30, 2014 IP
  14. xcesslogic

    xcesslogic Active Member

    Messages:
    169
    Likes Received:
    5
    Best Answers:
    0
    Trophy Points:
    68
    #14
    Go for a customized CRM. Basic CRM can be developed for you within 1000$ and you will have options to enhance it and will have full control. No monthly commitments and no one forcing their policies on you.
     
    xcesslogic, Oct 31, 2014 IP
  15. Kluivert07

    Kluivert07 Greenhorn

    Messages:
    48
    Likes Received:
    0
    Best Answers:
    0
    Trophy Points:
    6
    #15
    i recommend you to use SugarCRM its one of the best softwares for a small business
     
    Kluivert07, Nov 2, 2014 IP
  16. nameless7

    nameless7 Greenhorn

    Messages:
    104
    Likes Received:
    4
    Best Answers:
    0
    Trophy Points:
    18
    #16
    My suggestion: Nimble, Zoho, SugarCRM and Punchh
     
    nameless7, Nov 12, 2014 IP
  17. dineshseo5

    dineshseo5 Member

    Messages:
    27
    Likes Received:
    1
    Best Answers:
    0
    Trophy Points:
    33
    #17
    I am using Apptivo and spending $10 per month only.
     
    dineshseo5, May 5, 2016 IP