What I need is a solid CRM with the following features:
- Lead importing
- Lead Sorting
- Custom Field Addition
But more importantly, I need a system that I can have auto create tasks/opportunities, whatever you wanna call it, for the leads i create and assign to guys.
I don't necessarily want them to just access lead lists, but have tasks automatically scheduled for followups with leads they can the move around for future followups etc.
I also need them to be able to add more contact information and especially be able to set appointments for me to meet with these clients.
I hope I'm being clear, and I'm not sure if I'm giving ya'll all the details you need, please let me know if I'm missing any important criteria!
I've tried capsule, and I've tried Zoho. Neither are what I need. I'm not looking to break the bank on my four guys just yet, they are new and I don't know if it's worth spending hundreds just yet on a CRM for them.
Thanks in advance guys, I really appreciate all the assistance. Long live Warrior Forum!