What CRM do you use and why?

28 replies
I have always been a fan of the functionality (tagging, API, followup options) of InfusionSoft (though i have my criticisms of their updates and whatnot).
I thought office autopilot showed some promise but it wasn't my favorite.
I haven't tried sales force, though i have heard really good things.

How do you manage and segment your contacts, do integrations, etc?

OR what is your favorite autoresponder?
#auto responder #crm #icontact #infusionsoft
  • Profile picture of the author fiftyeast
    Haven't found anything that works quite like Office Autopilot for my info marketing business... though there are few integrations. Only thing I have to integrate with is StealthSeminar which is easy. OAP does everything else I need.
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  • Profile picture of the author juangarciamtl
    create your custom crm with filemaker software
    you can customized to your need
    its a very simple and powerful software
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    More than 105 modules , scrapes, post and make money.
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    • Profile picture of the author BrianMcLeod
      Originally Posted by juangarciamtl View Post

      create your custom crm with filemaker software
      you can customized to your need
      its a very simple and powerful software
      Lord have mercy - I've found the other FMP user on the internet.

      I heard there was another one.

      Shh.. Don't tell anyone else our little secret, Juan.

      Seriously, though. The power of Filemaker Pro is immense.
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      • Profile picture of the author juangarciamtl
        Originally Posted by BrianMcLeod View Post

        Lord have mercy - I've found the other FMP user on the internet.

        I heard there was another one.

        Shh.. Don't tell anyone else our little secret, Juan.

        Seriously, though. The power of Filemaker Pro is immense.

        jaja its ok men there is space for everybody

        the think is that they need time to learn how to use the complete power of file maker
        wich is very easy however you can use it not only for your crm
        but to control all the systems on you company. since its powerfull to create very complicated solutions and in the end resul its like a kids play
        of course all depend on the programmer of the application

        but it give very good results in the end
        actually im creation a marketing solution that will manage most of the
        internet marketing stuff like accounts, clients, websites information,
        make money systems, and campaing, and much more
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        More than 105 modules , scrapes, post and make money.
        http://autopostingtools.com/

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      • Profile picture of the author Scott Murdaugh
        Originally Posted by BrianMcLeod View Post

        Lord have mercy - I've found the other FMP user on the internet.

        I heard there was another one.

        Shh.. Don't tell anyone else our little secret, Juan.

        Seriously, though. The power of Filemaker Pro is immense.
        I hate to bump an old thread, but WOW, how did I not know about this before?

        I've got my hands on the newest version, and I've played around with it quite a bit. It's pretty intuitive but it also seems like you could build as complex of a system as you wanted to.

        I found this thread because I was researching a good CRM for marketers/consultants. Nothing I've found seems to give me exactly what I want, and I feel like I could easily build (or outsource) something that suits me perfectly.

        FM Starting Point (FileMaker Starting Point - A Completely FREE FileMaker Template Designed for use with FileMaker Pro 12) was really helpful in getting me up to speed on some of the basic features. If anyone has anymore templates or training I'd love to hear some suggestions.

        I appreciate the heads up!
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        • Profile picture of the author BrianMcLeod
          Originally Posted by Scott Murdaugh View Post

          I hate to bump an old thread, but WOW, how did I not know about this before?
          Few do. You know a bit about my back-story, Scott.

          I/we built out the entire IT system in the invention days in FMP. I think it was at version 3 then LOL.

          I've got my hands on the newest version, and I've played around with it quite a bit. It's pretty intuitive but it also seems like you could build as complex of a system as you wanted to.
          Exactly this.

          I found this thread because I was researching a good CRM for marketers/consultants. Nothing I've found seems to give me exactly what I want, and I feel like I could easily build (or outsource) something that suits me perfectly.
          You can.

          FM Starting Point (FileMaker Starting Point - A Completely FREE FileMaker Template Designed for use with FileMaker Pro 12) was really helpful in getting me up to speed on some of the basic features. If anyone has anymore templates or training I'd love to hear some suggestions.

          I appreciate the heads up!
          Check out SeedCode:

          SeedCode:: Calendars, Templates, and Apps for FileMaker Pro, iPhone and iPad.

          As a totally weird aside, I went to elementary school with John Sindelar. He was then a remarkably gifted artist/painter. Now he's a data artist.

          You can lean on me for Filemaker stuff if you need, homey. You know where to find me.

          Brian
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  • Profile picture of the author Shenpen
    I use ChannelCRM which is free in single user instalation, does what i need it to do. Runs on free MSSQL back-end.
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  • Profile picture of the author euraffiliates
    I use zoho. Hosted so no hassle to install it. It is good, not too costly, but there are monthly charges.
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  • I normally just use custom CRM much better and more efficient
    all others work and function the same.
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  • Profile picture of the author skillboyz
    I am personally using wordpress because it is easy to customize and its pretty to easy to change the theme of wordpress. Lots of plugins available for wp too.
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    • Profile picture of the author jasontrailor
      I use SysAid integrated with Sales Force. It is an amazing software!!!
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    • Profile picture of the author Shenpen
      Originally Posted by skillboyz View Post

      I am personally using wordpress because it is easy to customize and its pretty to easy to change the theme of wordpress. Lots of plugins available for wp too.
      You want the CMS office: Just down the coridor and left....
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  • Profile picture of the author alexjac
    Originally Posted by kevinclanton View Post

    I have always been a fan of the functionality (tagging, API, followup options) of InfusionSoft (though i have my criticisms of their updates and whatnot).
    I thought office autopilot showed some promise but it wasn't my favorite.
    I haven't tried sales force, though i have heard really good things.

    How do you manage and segment your contacts, do integrations, etc?

    OR what is your favorite autoresponder?
    I was using Salesforce but due to some technical and support problem I'm switching to BingoCRM (Trial version).I Used Aweber As Autoresponder But Now Using Mail Chimp As It Is Integrated With BingoCRM.
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  • Profile picture of the author yakim1
    I have a self hosted autoresponder service called Official Contact Pro. Still working on the script as I'm having a problem with the broadcast not stopping when it gets to the end and starts the broadcast over again.

    So at the present I'm using ByPass Publisher, which is another self hosed CRM. At present I have around 120.000 opt-in subscribers on the ByPass Publisher with over 200 segmented lists.
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  • Profile picture of the author jameslehman694
    I am using crm software for my small business. Using CRM can be really helpful in getting new people up to speed as you grow, spreading the load, and make your company less vulnerable to people leaving.
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  • Profile picture of the author CRM Roy
    While there are a large number of cloud based CRMs out there that suit every budget, one needs to be specially careful while choosing the right one, since promises come free and you rarely get what you are shown. Also, the point to consider here is that once you have purchased and implemented the CRM, is the after-sales supportive and readily available. Consider all of these before buying.

    However, to answer your question, in my experience of dealing with several Marketing Automation tools, Agile CRM is an all-in-one solution that combines sales enablement, marketing automation, web engagement and social outreach and is ideally positioned for growing businesses such as yours, with particular benefit forsmall and medium businesses. Agile CRM is a perfect blend of both the Sales as well as the Marketing Automation processes. It has all the integrations required for SMBs and it is extremely pocket friendly.
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  • Profile picture of the author HCFGrizzly
    Place one more vote for the FileMaker platform.
    The thing with a CRM is that it has to be fully customized for your need or the need of your client and this platform can deliver just that: a 100% easy to build and customisable CRM.
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    • Profile picture of the author sofianewton
      For small business i am using Apptivo CRM as it is easy to use but my cousin brother is using Salesforce for his entrepreneur business. Both the CRM has it own unique features and all the other features that you had asked for.
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  • Profile picture of the author vandanaverma
    create your custom crm with filemaker software
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    Internet Marketing Executive
    Claritus management Consulting

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    • Profile picture of the author SquaredSoftware
      I've worked as a CRM consultant for most of my professional career. I've previously worked with Microsoft gold partners dishing out Dynamics CRM and Sharepoint implementations, but I've also worked with systems such as Lotus Notes, Salesforce, Sugar, and several smaller systems such as Base, etc.

      As a developer, I wrote myself an application which is the one-stop-shop for all of my information. Contacts, contracted work, projects, marketing efforts, etc are on one application. Website monitoring, SEO statistics, website related expenses, etc are in another. I built a dashboard which joins all of my statistics together which literally let me check on everything from my phone.

      CRM systems have a huge amount of potential for automating workflows, finding opportunities, and scientifically understanding your business, customers, and marketing efforts, and allow you to manage your time in a way that nothing else can really do for you.

      If you create your own system, try to do so in a way that is conducive for reporting over data entry. The more verbose you are in the information you track, the better off you are. At the same time however, keep in mind long forms to fill out and can hamper your own adoption of your own system.

      Also keep in mind that there are people and developers out there that can build a system which automates a lot of the daily grind, freeing up a lot of time to make money, and also summarize key points about your business.

      My suggestion is to choose something which is established as good software, which does MORE than just track your contacts and your calendar. Large scale CRM systems have come down in price, and are just becoming accessible for small companies. The CRM industry is growing at break-neck speeds in the corporate world right now, and there is good reason for it. If you played your cards right, you could discover a secret large companies have guarded for decades: software runs business, enables decisions, and can make or break a company.

      Alternatively, if you don't want to jump in at that level, even just Outlook and Office 365 is a great, cheap way to track your information.
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  • Profile picture of the author mizanur36
    Banned
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    • Profile picture of the author Hackingdom
      I have tried a number of free & trial versions of different CRMs for my business, also tried heavy CRM's like Salesforce but I setlled down with Agile CRM about a year ago, after a friend recommended it to me. It has everything I possibly need to automate the sales & marketing and I have enjoyed the integrations, thoroughly. In fact, they look to be constantly upgrading their features and that is great by me. There are other similar one but this fulfilled my need.
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  • Profile picture of the author Jamesvictor
    Really,Salesforce is a best CRM compare to otheres, I am a using salesfoce CRM which have many benefits and qualities.I got trained from Janbask which provide me best Online Salesforce Training.
    This portal provides many programming language and courses online.
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  • Profile picture of the author tommyhulbert128
    I use Salesforce to manage our customers. However, Salesforce is a very complex system to learn. I think we just used 20-30% features of salesforce so sometimes I think to move to another simple-to-use system like ZohoCRM.

    Plus, we use Magento for running our site.so I would suggest another tool for connecting data between 2 systems: magento salesforce integration
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  • Profile picture of the author harryvent
    I try sugar CRM for my small business but it's not fully satisfied to manage all process.My Friend suggest me to use Apptivo CRM comparing to previous CRM I used, this new CRM is better.
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  • Profile picture of the author NewParadigm
    anyone use SuiteCRM, an open source version similar to Sugarcrm?

    how about any CRM that integrate well with quickbooks?

    or CRM that has project management functionality?
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  • Profile picture of the author Thoughtgrid
    The pipe drive it control your sales process use this CRM you can control the each aspect of the deals fly through the pipe line of the company.
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  • I have used Salesforce and my experience was quite satisfactory with it. The reasons I will choose it another time are:

    * Fully customizable
    * Excellent connectivity with the database
    * Cloud solution
    * Required fields can be added anytime
    * Scalable
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