CRM
Get the answers you need about the best CRM software.
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Posted by Alexander Barnes
Latest activity: Apr 22, 2024
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Posted by Carlos PeraltaJan 24, 2023
Close CRM can be a great option. It's CRM + Email + Global Calling + SMS all in one app. I've been using it for a while and works great for me.
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Posted by Ya Shin-IlJan 25, 2023
There are various social CRM tools available that can assist businesses in managing customer relationships effectively, some examples of popular and effective options include: HubSpot CRM, a free and user-friendly CRM that offers features such as lead management, contact management, sales automation, and inbound marketing automation tools and Pipedrive, a sales-oriented CRM tool that helps businesses manage and visualize their sales pipeline, it offers features like lead management, contact management, and sales forecasting.
Posted by Alexander Barnes
Latest activity: Apr 22, 2024
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Posted by Carlos PeraltaJan 24, 2023
Close CRM can be a great option. It's CRM + Email + Global Calling + SMS all in one app. I've been using it for a while and works great for me.
Y
Posted by Ya Shin-IlJan 25, 2023
There are various social CRM tools available that can assist businesses in managing customer relationships effectively, some examples of popular and effective options include: HubSpot CRM, a free and user-friendly CRM that offers features such as lead management, contact management, sales automation, and inbound marketing automation tools and Pipedrive, a sales-oriented CRM tool that helps businesses manage and visualize their sales pipeline, it offers features like lead management, contact management, and sales forecasting.
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Posted by Ollie Russell
Latest activity: Feb 13, 2023
Freshworks or Hubspot?
One of our goals this year is to set up a CRM for my company. As of now I am the only sales person, but we will be expanding 2nd quarter of 2023.Primary purpose of the CRM will be contact management, tracking leads, forecasting revenue etc.
Would love to hear what you are using.
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Posted by Mariyah EricksonJan 23, 2023
Freshworks is a comprehensive CRM platform with a range of tools for customer service, sales, and marketing, and it has integrations with other business tools and platforms. Hubspot is a CRM and marketing platform with tools for sales, marketing, and customer service, and it also has integrations with other business tools and platforms. The best choice for your business will depend on your specific needs and budget.
Posted by Emmie EricksonJan 4, 2023
Both are popular customer relationship management tools and which one is "better" depends on the specific needs and goals of an organization. I would suggest to evaluate the features and capabilities of both tools and determine which one aligns better with your business requirements. They might have free trial/plans that you can explore. Good luck!
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Posted by Ollie Russell
Latest activity: Feb 13, 2023
Freshworks or Hubspot?
One of our goals this year is to set up a CRM for my company. As of now I am the only sales person, but we will be expanding 2nd quarter of 2023.Primary purpose of the CRM will be contact management, tracking leads, forecasting revenue etc.
Would love to hear what you are using.
M
Posted by Mariyah EricksonJan 23, 2023
Freshworks is a comprehensive CRM platform with a range of tools for customer service, sales, and marketing, and it has integrations with other business tools and platforms. Hubspot is a CRM and marketing platform with tools for sales, marketing, and customer service, and it also has integrations with other business tools and platforms. The best choice for your business will depend on your specific needs and budget.
Posted by Emmie EricksonJan 4, 2023
Both are popular customer relationship management tools and which one is "better" depends on the specific needs and goals of an organization. I would suggest to evaluate the features and capabilities of both tools and determine which one aligns better with your business requirements. They might have free trial/plans that you can explore. Good luck!
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Posted by Dexter Pope
Latest activity: May 20, 2024
Lubyc's Project Management
I'm thinking about trying Lubyc's Project Management tool and curious about your experiences. Has it improved your project workflows effectively? Any standout features or tips on maximizing its potential?A
Posted by Aamina WilkinsApr 19, 2024
Using Lubyc for project management has enhanced our team's efficiency. The centralized platform for tasks, timelines, and resource allocation has reduced communication gaps. Plus, the integration with other Lubyc features ensures a holistic approach to project execution.
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Posted by Elaine ReyesMay 20, 2024
Love the ability to track tasks, set milestones, and collaborate. What's your main goal and industry?
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Posted by Dexter Pope
Latest activity: May 20, 2024
Lubyc's Project Management
I'm thinking about trying Lubyc's Project Management tool and curious about your experiences. Has it improved your project workflows effectively? Any standout features or tips on maximizing its potential?A
Posted by Aamina WilkinsApr 19, 2024
Using Lubyc for project management has enhanced our team's efficiency. The centralized platform for tasks, timelines, and resource allocation has reduced communication gaps. Plus, the integration with other Lubyc features ensures a holistic approach to project execution.
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Posted by Elaine ReyesMay 20, 2024
Love the ability to track tasks, set milestones, and collaborate. What's your main goal and industry?
Posted by Rosemary Mays
Latest activity: Apr 10, 2024
Folk vs Freshsales
Anyone out there have hands-on experience with either platform? How seamless are the integrations, and which one proved more elegant in bringing together different aspects of your workflow?
Posted by Shanice SampsonApr 10, 2024
In my experience, Freshsales has its integration perks, but Folk takes the lead in terms of customization. The ability to adapt the CRM to our specific workflow, from sales to recruiting and prospecting, has streamlined our processes like never before.
Posted by Chad BeanJan 29, 2024
I found Folk to be a step ahead. The pipeline views in Folk made managing our contact processes surprisingly efficient. It felt like the system was tailor-made for our workflow, allowing for a seamless transition between different stages.
Posted by Rosemary Mays
Latest activity: Apr 10, 2024
Folk vs Freshsales
Anyone out there have hands-on experience with either platform? How seamless are the integrations, and which one proved more elegant in bringing together different aspects of your workflow?Posted by Shanice SampsonApr 10, 2024
In my experience, Freshsales has its integration perks, but Folk takes the lead in terms of customization. The ability to adapt the CRM to our specific workflow, from sales to recruiting and prospecting, has streamlined our processes like never before.
Posted by Chad BeanJan 29, 2024
I found Folk to be a step ahead. The pipeline views in Folk made managing our contact processes surprisingly efficient. It felt like the system was tailor-made for our workflow, allowing for a seamless transition between different stages.
How does SaaS integrate with existing systems?
I work for a growing company that currently relies on a combination of on-premises software and manual processes. We're considering adopting SaaS applications to streamline our operations, but we want to ensure a smooth integration with our existing systems. I'm particularly interested in real-world experiences and practical advice from individuals who have gone through SaaS integration projects. Thank you in advance!
Posted by Miranda WilliamsJul 13, 2023
One key advice I can offer is to thoroughly assess your existing systems and data requirements before selecting a SaaS solution, ensuring compatibility, and developing a clear migration plan to avoid any surprises during the integration process. Involve your IT team early on and leverage the expertise of your SaaS provider.
How does SaaS integrate with existing systems?
I work for a growing company that currently relies on a combination of on-premises software and manual processes. We're considering adopting SaaS applications to streamline our operations, but we want to ensure a smooth integration with our existing systems. I'm particularly interested in real-world experiences and practical advice from individuals who have gone through SaaS integration projects. Thank you in advance!Posted by Miranda WilliamsJul 13, 2023
One key advice I can offer is to thoroughly assess your existing systems and data requirements before selecting a SaaS solution, ensuring compatibility, and developing a clear migration plan to avoid any surprises during the integration process. Involve your IT team early on and leverage the expertise of your SaaS provider.
Posted by Isobella Lara
Latest activity: Jul 18, 2023
CRM Recommendations with Seamless Integration
I'm currently in search of a CRM software that plays well with other business applications. Integration is key for me. Any recommendations for CRMs that integrate smoothly with other business apps, such as email marketing platforms, project management tools, or accounting software would be appreciated!
Posted by Joseph CobbJul 11, 2023
I've used Copper as my CRM. It integrates seamlessly with the other business apps we use in the team (like G Suite, Slack, and Mailchimp) making it a breeze to manage our customer relationships and streamline our workflows. It also helped us have a unified view of our contacts, activities, and communication history, all within one powerful platform.
Posted by Isobella Lara
Latest activity: Jul 18, 2023
CRM Recommendations with Seamless Integration
I'm currently in search of a CRM software that plays well with other business applications. Integration is key for me. Any recommendations for CRMs that integrate smoothly with other business apps, such as email marketing platforms, project management tools, or accounting software would be appreciated!Posted by Joseph CobbJul 11, 2023
I've used Copper as my CRM. It integrates seamlessly with the other business apps we use in the team (like G Suite, Slack, and Mailchimp) making it a breeze to manage our customer relationships and streamline our workflows. It also helped us have a unified view of our contacts, activities, and communication history, all within one powerful platform.
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Posted by Thalia Roth
Latest activity: May 20, 2023
Asana vs Monday vs Hubspot
I'm picking between these three CRMs and would like to hear feedback from those who have experience using them.What do you like?
What do you think can be improved?
J
Posted by Jin ShigetokiMay 16, 2023
When comparing Asana, Monday, and HubSpot, here's a summary of the insights:
Asana:
Likes: Intuitive interface, robust task management, collaboration features.
Areas for improvement: Reporting capabilities, and automation options.
Monday:
Likes: Visual project management, flexibility, customization, integrations.
Areas for improvement: Learning curve, resource management.
HubSpot:
Likes: All-in-one CRM, contact management, marketing automation.
Areas for improvement: Complexity, pricing
Asana:
Likes: Intuitive interface, robust task management, collaboration features.
Areas for improvement: Reporting capabilities, and automation options.
Monday:
Likes: Visual project management, flexibility, customization, integrations.
Areas for improvement: Learning curve, resource management.
HubSpot:
Likes: All-in-one CRM, contact management, marketing automation.
Areas for improvement: Complexity, pricing
K
Posted by Keith BoltonMay 11, 2023
Asana is a powerful project management tool with a user-friendly interface, customizable boards, and task tracking. However, reporting and analytics could be improved.
Monday excels in simplicity and visual appeal, with easy task management, workflow customization, and automation. Complex pricing may be a drawback.
Hubspot is a comprehensive CRM with marketing and sales tools. It offers contact management, deal tracking, and workflow automation. The learning curve can be steep, and pricing is higher compared to standalone project management tools.
Monday excels in simplicity and visual appeal, with easy task management, workflow customization, and automation. Complex pricing may be a drawback.
Hubspot is a comprehensive CRM with marketing and sales tools. It offers contact management, deal tracking, and workflow automation. The learning curve can be steep, and pricing is higher compared to standalone project management tools.
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Posted by Thalia Roth
Latest activity: May 20, 2023
Asana vs Monday vs Hubspot
I'm picking between these three CRMs and would like to hear feedback from those who have experience using them.What do you like?
What do you think can be improved?
J
Posted by Jin ShigetokiMay 16, 2023
When comparing Asana, Monday, and HubSpot, here's a summary of the insights:
Asana:
Likes: Intuitive interface, robust task management, collaboration features.
Areas for improvement: Reporting capabilities, and automation options.
Monday:
Likes: Visual project management, flexibility, customization, integrations.
Areas for improvement: Learning curve, resource management.
HubSpot:
Likes: All-in-one CRM, contact management, marketing automation.
Areas for improvement: Complexity, pricing
Asana:
Likes: Intuitive interface, robust task management, collaboration features.
Areas for improvement: Reporting capabilities, and automation options.
Monday:
Likes: Visual project management, flexibility, customization, integrations.
Areas for improvement: Learning curve, resource management.
HubSpot:
Likes: All-in-one CRM, contact management, marketing automation.
Areas for improvement: Complexity, pricing
K
Posted by Keith BoltonMay 11, 2023
Asana is a powerful project management tool with a user-friendly interface, customizable boards, and task tracking. However, reporting and analytics could be improved.
Monday excels in simplicity and visual appeal, with easy task management, workflow customization, and automation. Complex pricing may be a drawback.
Hubspot is a comprehensive CRM with marketing and sales tools. It offers contact management, deal tracking, and workflow automation. The learning curve can be steep, and pricing is higher compared to standalone project management tools.
Monday excels in simplicity and visual appeal, with easy task management, workflow customization, and automation. Complex pricing may be a drawback.
Hubspot is a comprehensive CRM with marketing and sales tools. It offers contact management, deal tracking, and workflow automation. The learning curve can be steep, and pricing is higher compared to standalone project management tools.
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Posted by Bastien Moreau
Latest activity: Mar 6, 2023
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Posted by Damien AcevedoMar 6, 2023
Yes, 20NINE does offer e-signature solutions as part of their document management services. The cost of the 29:ONE package may vary depending on factors such as the specific features and capabilities included, the number of users, and the duration of the subscription.
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Posted by Beatrice JohnsonFeb 23, 2023
Yup, all 20NINE subscriptions include e-signing of PDFs. E-Signing of own document templates is only included in the 29:ONE package.
B
Latest activity: Mar 6, 2023
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Posted by Damien AcevedoMar 6, 2023
Yes, 20NINE does offer e-signature solutions as part of their document management services. The cost of the 29:ONE package may vary depending on factors such as the specific features and capabilities included, the number of users, and the duration of the subscription.
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Posted by Beatrice JohnsonFeb 23, 2023
Yup, all 20NINE subscriptions include e-signing of PDFs. E-Signing of own document templates is only included in the 29:ONE package.
Posted by Arnold Leonard
Latest activity: Mar 24, 2023
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Posted by Bill McgrathMar 24, 2023
I use Zoho CRM. It has a Chrome extension that allows you to access Zoho CRM features from their browser.
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Posted by Denzel TylerJan 29, 2023
There are a lot of options for CRMs, but these are the only three I would recommend:
Salesforce CRM: A leading cloud-based CRM software that offers a wide range of features such as contact management, sales automation, marketing automation, and analytics. It also offers a Chrome extension that gives you easy access to your Salesforce data.
HubSpot CRM: A free, all-in-one CRM software that allows you to manage your contacts, deals, and tasks all in one place. It integrates with Gmail and other Google apps and offers a variety of features such as lead capture forms, email tracking, and automation workflows.
Freshsales CRM: A CRM solution that is designed for sales teams, it offers features like lead management, sales automation, and email tracking, it also has a Chrome extension.
Salesforce CRM: A leading cloud-based CRM software that offers a wide range of features such as contact management, sales automation, marketing automation, and analytics. It also offers a Chrome extension that gives you easy access to your Salesforce data.
HubSpot CRM: A free, all-in-one CRM software that allows you to manage your contacts, deals, and tasks all in one place. It integrates with Gmail and other Google apps and offers a variety of features such as lead capture forms, email tracking, and automation workflows.
Freshsales CRM: A CRM solution that is designed for sales teams, it offers features like lead management, sales automation, and email tracking, it also has a Chrome extension.
Posted by Arnold Leonard
Latest activity: Mar 24, 2023
B
Posted by Bill McgrathMar 24, 2023
I use Zoho CRM. It has a Chrome extension that allows you to access Zoho CRM features from their browser.
D
Posted by Denzel TylerJan 29, 2023
There are a lot of options for CRMs, but these are the only three I would recommend:
Salesforce CRM: A leading cloud-based CRM software that offers a wide range of features such as contact management, sales automation, marketing automation, and analytics. It also offers a Chrome extension that gives you easy access to your Salesforce data.
HubSpot CRM: A free, all-in-one CRM software that allows you to manage your contacts, deals, and tasks all in one place. It integrates with Gmail and other Google apps and offers a variety of features such as lead capture forms, email tracking, and automation workflows.
Freshsales CRM: A CRM solution that is designed for sales teams, it offers features like lead management, sales automation, and email tracking, it also has a Chrome extension.
Salesforce CRM: A leading cloud-based CRM software that offers a wide range of features such as contact management, sales automation, marketing automation, and analytics. It also offers a Chrome extension that gives you easy access to your Salesforce data.
HubSpot CRM: A free, all-in-one CRM software that allows you to manage your contacts, deals, and tasks all in one place. It integrates with Gmail and other Google apps and offers a variety of features such as lead capture forms, email tracking, and automation workflows.
Freshsales CRM: A CRM solution that is designed for sales teams, it offers features like lead management, sales automation, and email tracking, it also has a Chrome extension.
A
Posted by Alisa Mcbride
Latest activity: Aug 2, 2023
Inboxally vs. Warmy - Seeking a Perfect Email Marketing Match!
I'm in the process of choosing an email marketing Saas for my business, and I've narrowed it down to two contenders - Inboxally and Warmy. Both claims to offer unique features and automation, but I'm having a hard time deciding. If you've used either platform, could you please share your experiences and highlight the differences that stood out to you?A
Posted by Alia DyerAug 2, 2023
I've used both Inboxally and Warmy for email marketing, and here's my take: Inboxally's standout feature is its intuitive interface and ease of use, making it great for beginners. On the other hand, Warmy excels in its advanced automation capabilities, offering more flexibility for complex campaigns, which is what we are looking for.
A
Posted by Alisa Mcbride
Latest activity: Aug 2, 2023
Inboxally vs. Warmy - Seeking a Perfect Email Marketing Match!
I'm in the process of choosing an email marketing Saas for my business, and I've narrowed it down to two contenders - Inboxally and Warmy. Both claims to offer unique features and automation, but I'm having a hard time deciding. If you've used either platform, could you please share your experiences and highlight the differences that stood out to you?A
Posted by Alia DyerAug 2, 2023
I've used both Inboxally and Warmy for email marketing, and here's my take: Inboxally's standout feature is its intuitive interface and ease of use, making it great for beginners. On the other hand, Warmy excels in its advanced automation capabilities, offering more flexibility for complex campaigns, which is what we are looking for.
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