I am in the process of investigating different CRM's and what they offer. Wanted to know what people here were using and what they recommended.
I like the fact that Zoho you can email send emails within Zoho. Along with invoices, recurring billing etc... Seemed pretty neat to have it all in one place rather than having email one place, invoicing another and CRM separate. However I was reading that they are almost like a good at everything master of nothing type of company with so many applications. Ideally I would like
- Ability to send email (and track them)
- Send invoices and ability to do recurring charges
All within the CRM.
Alternatively I have looked at others like Insightly, Nimble and Agile which have some features. Not opposed at all to having them separate but would be cool to have everything in one place.
Would love to hear what you are all using and any suggestions you may have. Thanks in advance!