Best lead CRM/Software?

by Headstart 16 replies
I can't really handle my leads in an excel sheet anymore, i've put together a pretty in depth followup system that I will eventully have to hand off to my sales guy and Im wondering what the best lead CRM/software is?

I basically need to make notes beside the lead, need to put a followup schedule in place so that I know what day I should be calling vs. sending another marketing package to them etc.

Ive heard of sales force and a few others but I'd like it to be the best fit for my situation where I'm using multiple contact sources and points over the course of a 17 day schedule.

Thanks in advance.
#offline marketing #crm or software #lead
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  • Profile picture of the author PJMC
    Originally Posted by Headstart View Post

    I can't really handle my leads in an excel sheet anymore, i've put together a pretty in depth followup system that I will eventully have to hand off to my sales guy and Im wondering what the best lead CRM/software is?
    Hi

    You might try looking at MortgageStream - Client Management System

    Regards
    PJMC
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    • Profile picture of the author Headstart
      Anyone with more advice or suggestions?
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      • Profile picture of the author Richfella
        Gotta be Base CRM - hands down.

        They also have an app you can install on your phone and it syncs all your leads in real time.

        You can segment, add deals, and so much more. When someone calls, it displays their name and the deal you are doing so you can easily remember.

        And you get a pop up to input details of each call with your client afterwards....I can go on and on. Their website is GetBase.com
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  • Profile picture of the author webtalk
    Originally Posted by Headstart View Post

    I can't really handle my leads in an excel sheet anymore, i've put together a pretty in depth followup system that I will eventully have to hand off to my sales guy and Im wondering what the best lead CRM/software is?

    I basically need to make notes beside the lead, need to put a followup schedule in place so that I know what day I should be calling vs. sending another marketing package to them etc.

    Ive heard of sales force and a few others but I'd like it to be the best fit for my situation where I'm using multiple contact sources and points over the course of a 17 day schedule.

    Thanks in advance.
    Hi
    I am an business analyst with years of experience , had been out of touch in warrior forum as I migrated to oz. If you can draw on a piece of paper your mind map I could probably do a software in Excel. My benefit, this could give me an opportunity to be back in the field. I wont charge anything to you but would expect me to give positive reviews for my wso launch.
    thanks in advance
    jag
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  • Profile picture of the author boberdoo2013
    Check out contactus.com. It pretty much does it all.
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  • Profile picture of the author JessUBotNinja
    zoho is pretty comprehensive, but it also has a lot of things that is does. There is a free version if you want to give it a try before investing.
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  • Profile picture of the author jreece3
    I've used Act (now owned by Sage) for the last 10 years

    This was in a brokerage firm in the City of London

    It really did help me achieve many successes
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  • Profile picture of the author tgjason
    I like ZoHo. Very easy to use, highly customizable and very affordable.
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  • Profile picture of the author kkecrm
    You might want to try KKE CRM -Free Cloud based CRM.
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  • Profile picture of the author TrumpiaTim
    Have you looked at Salesforce?
    More expensive, but definitely worth the money.
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  • Profile picture of the author Jeff Newman
    Check out Capsule CRM.

    They have a feature called tracks. Here's a blurb from their site:

    If you have standard processes such as the way you approach each sale configure these as "Tracks" in Capsule to enable the same set of tasks to be followed for each sales opportunity or case. Each task in a track can be linked to the previous task. For example, a "call back" task can be set due 5 days after an "initial call" task.
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  • Profile picture of the author martindam33
    Salesforce, Insightly and Zoho CRM.
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  • Profile picture of the author iAmNameLess
    I've tried most of the CRMs mentioned here. None of them compare to the ease of use to Nutshell, and Pipedrive.

    My favorite is Nutshell, but Pipedrive is a very very close second.
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  • Profile picture of the author BillyParadise
    I was tempted by pipedrive and might still go that way, but I've also stumbled upon freshsales.io - I have a new implementation coming up, and will be giving them a try.

    Previously, I've always used SugarCRM or the fork, SuiteCRM. We could never get the campaigns module working reliably on SuiteCRM, so are now looking for a replacement.
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    • Profile picture of the author Yvon Boulianne
      i did the comparaison of pipedrive vs freshsales.io and pipedrive win all the way as freshsales.io have too much bug, incomplete things and a bad user interface
      Go with pipedrive, it`s the best i found..
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  • Try Business Card Reader or Call Tracker by MagneticOne Mobile. Works good for any CRM.
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