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CRM choices

the google

like most of you, i have a full page of new year's resolutions and getting a better grip on crm is at the top of the list. there seem to be way too many choices out there and i just wanted to get some feedback from those of you that use a program/system.

i'm looking to be able to -

have an automatic follow up email sent 2-3 weeks after initial contact. i'd hope this would be as easy as checking a box to do this after first receiving their contact.

have a section for notes. i'd like to take notes and have them available to reference in future communications.

send some sort of email to those contacts that haven't emailed in some set amount of time (6-9 months, for example).

lastly, and i'm not sure if a crm system would incorporate this or not, but i'd like the ability to send a follow up email with a short survey. i'd like to send these to people we have recently completed an order for, and for those whom decided not to purchase from us.

i'm sure there are other features i'll decide are indispensable after getting into a program, but these are my priority for now.

any suggestions?

1/19/17       #2: CRM choices ...
Jim Conklin  Member

Website: http://www.jhconklin.net

Are you looking for desktop or cloud?

Roughly, how many contacts in your list?

1/20/17       #4: CRM choices ...
the google



probably a few hundred. we get requests everyday and most of my crm thoughts revolve around following up and gaining feedback from these requests. the follow up would be on going, but the feedback would probably be a once per contact email.


1/20/17       #5: CRM choices ...
Jim Conklin  Member

Website: http://www.jhconklin.net

That narrows it down.

We use Intellect by Chaos Software. Very affordable with lots under the hood except the 'automatic email if no activity' thing you listed.

Integrated email. Email/activity series you can structure and add contacts to the queue. Notes. Tasks. Projects. Contacts in nested/overlapping categories/types.

We have 2 user licenses and cloud hosting for everything but email so we can look stuff up from iPhones. Supporting about 2,000 contacts/prospects and handling about 3,000 inbound emails a year.

I wrote an article about the CRM migration:

CRM for An Upholstery Business?

1/22/17       #6: CRM choices ...

You could use podio for that. It's a cloud based project management program that you build yourself via apps. It's quick to get up and running but would take a bit of time to fine tune. It could certainly do everything you are requiring as above and then some.

If you look into it you will probably wan't an add on called globiflow that does all the emailing stuff. Combined it will probably cost you about $35 a month.

1/24/17       #7: CRM choices ...
the google


i'm messing around with chaos intellect, but have run into so pretty buggy issues. the spell check and auto-capitalization don't work. bill, with customer support, listed a lot of different reasons as to why and suggested i upgrade to windows 10 to solve this. i've got issues with windows 10 on another computer so i'm not planning to do this. i can live without spell check. however, when i reply to messages, the spacing jumps to three or fours times what it is in the original email. this looks terrible and will likely be a deal killer, if bill cannot talk me through a patch.

i'm on the newest version. are you experiencing any of these? it looks like a great program, and i like the tutorials, but the bugs are not impressive.

1/24/17       #8: CRM choices ...
Jim Conklin  Member

Website: http://www.jhconklin.net

The spell check for us only does the jagged red line, but no replace option. Meh.

One of our two computers had the line-jump issue some while back. Suddenly appeared. I seem to recall a computer restart fixed it, but not 100% certain.

We've been running it on Windows 7,8 and now 10 laptops for almost 5 years without major issues. Hope you get a fix!

1/24/17       #9: CRM choices ...
the google


thanks for your help. i hadn't considered a restart and just did it without any luck. funny, the email (in my reply) spacing looks fine/normal when the reply email is first opening up, then it adds in the extra spacing (within a second or two). i'm under the impression version 10 is pretty new?

when you are sending out follow emails - how do you do it? i just reply immediately and schedule the email to send in the future. i used the f8 (snippets) function to create a follow-up email that i can quickly send. i'm sure there are other ways. are you adding emails to the tasks to remind you to follow in the future? i would think i would need to do either of these pretty much immediately to be able to remember to have the program remind me about these follow ups.

1/25/17       #10: CRM choices ...
Jim Conklin  Member

Website: http://www.jhconklin.net

For structured follow-up, we use an activity series for email, sending templated messages for the series. I think the training video #410 shows that. We click the contacts on and off the series as needed.

It takes a little while to get the tool usage integrated into your daily workflows. We find a consistent trigger point and make it part of the workflow to minimize having to remember to do it.

One of our common ones is post-delivery. When we download and archive the delivery photos, part of the wrap-up is to click the contacts onto the 'Delivered' email series. Done!

1/27/17       #11: CRM choices ...
Matt Krig


Easy set up, fairly intuitive, fantastic support
does way more than you need and it's cheap monthly subscription.
There are a ton of similar app based CRM's out there - highrise, salesforce, chose this one because it integrates with Google and I can scale growth with it. Others play better with Outlook. All of them can monitor my employees metrics as well as maintain a dashboard of leading indicators, rather than be reacting to historical data.
Try a free trial, or hire someone to set you up with it. The set up is not hard, but you'll need to map out a sales process and create some milestones and whatnot. It can be a powerful business tool if done properly and consistently.

10/29/21       #12: CRM choices ...
Hostyr  Member

Website: https://blog.wishpond.com/post/115675438210/call-t...

I can recommend you Phonexa CRM system that can track customer calls and emails. Our company is small and started using it not so long ago, but it turned out to be a useful tool. It has statistics and business data anlytics on top of other features.

If you follow the link I left above you can learn more about it. You can also contact them at any time for advice, we have done this more than once and they were quite helpful.

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