Sales Funnel Software: What do you use to manage your prospects?

Excel and Google Calendar. Has worked well for years.

Autoresponder, Excel, Google Calendar

I use Excel for most of my stuff.

Interesting--How are you guys recording notes from previous conversations with Excel? I would have thought at minimum you'd want a contact manager like ACT! to have all your contact information and conversations in an easy to read format

Good luck finding something that will work for you.

I outgrew excel long ago, and had problems keeping track with things, and it isn't scalable like I want. It worked at early stages and it doesn't anymore.

I've tried countless CRM's.... I'm still unsatisfied. Sugar, salesforce and sage, don't work for me. I don't like them.

I currently use a combination...

VTiger for prospecting lists I haven't contacted. Once they become a lead, I convert them inside the VTiger platform, but I also created an automated way to import those leads into zoho once they were considered an actual lead. The reason I use both, was because I was losing out on sales with VTiger because of how robust it is, and it not doing what I wanted. It was a pain to customize, the code is not clean, and I couldn't integrate my own customizations very easily.

Zoho is okay, I like how it is more..."bare" maybe? It still doesn't operate how I want.

Frankly... I'm at a point where I'm probably going to start developing my own CRM.

Everything seems to have things set up as leads, potentials, accounts, and contacts. I don't like that.

I'd like to convert it to Prospects, Leads, Clients... maybe potential deals as well, but I dunno. I don't like how all these platforms have accounts, then contacts within the account.. you could just be able to have a side module to add all the contacts at that company.

Anyway... moving on through my rant, I know I can change the title of what these categories are called, but it still doesn't function how I want.

My ideal CRM, is something easy, basic, can handle a ton of prospects and leads, built in reminders and calendars for events/tasks/whatever.

I've tried about 15 CRM's and none of them work for me the way I want.

Very simple with Excel. Conditional formatting tells you who to call today, confirmed by your Google Calendar entry. Keep track of conversations in one cell. Have a status column.

If anyone uses a MAC, I like Bento, you can customize your database to store any info. I spent some time tweaking their CRM database, and it works pretty good (i expect its works similar to Excel but with a nicer UI). I even set up a database for job quoting. It has a bit of a learning curve, but once you get things setup it works nicely.

They also have a program called FileMaker which is also available for PC but it's more costly.

My particular preference is Act! I started using it when it first came out, and loved the organization it gave me with very little effort.

Marvin

Just signed up for pipedrive. Noticed there was a "promo code" field on signup. I googled pipedrive promo code and this was the 1st result: Pipedrive Promo Code ? Pipedrive

I think that's genius on their part (not just for stroking my ego). Well played, pipedrive.

I have used salesforce at work for many years, but decided recently to try some others for my new venture.

CapsuleCRM is worth checking out - it integrates nicely with GoogleApps, Freshbooks, Mailchimp etc.

I'm giving it a go, still in the 30day trial, but am pretty sure I will stick with it.

there are heaps out there, but what purpose or indistry are you looking to place it into