This topic contains 3 replies, has 2 voices, and was last updated by Ben Rosenthal 2 weeks, 2 days ago.
- May 18, 2018 at 5:15 pm #191513
Needing Simple CRM for maybe couple people down the road. Just going to put small amount of leads from something like Hoover’s to start to start process of marketing campaign. Really like the aspect of scoring emails for if they were opened, showed interest, etc., and the system tracks their activities for me.
….Which recommendations are there besides Zoho? My needs are way to simple than something I’d be spending ALL my time configuring. I’ve also heard that Zoho has a large learning curve?
PS. Hate being the NOOBIE asking what seasoned peopleMay 18, 2018 at 5:47 pm #195693
The program closest to what you’re describing is Contactually, which goes really strong into email automation and lead scoring.
All the major CRMs also have email tracking, including Insightly, Zoho, Pipedrive and Prosperworks, but lead scoring is not automatic. You’ll have to manually rate leads based on their responses, or add an extension/integration (there are several available).
So it probably comes down to a question of budget. If you can tolerate a manual system, you might be able to get by with the free version of Insightly. Otherwise it will likely cost around $30/month (per user) for a CRM + lead scoring system.
JeremySeptember 26, 2018 at 6:42 pm #253009
I’ve been using zoho and it’s good. I haven’t used 100 other CRMs so I can’t compare but zoho is easy for me. We used the cheap plan and now we have the expensive plan. As a sales person I don’t really see the difference but the admin of the system said the expensive one is worth it b/c we save a lot of time with the automation we use for inbound lead filtering and emailing.October 3, 2018 at 2:13 pm #257903
I used HubSpot for a year or so and it was okay but not configurable enough. This past spring, I switched to Salesforce, which offers a new low-cost Essentials edition that’s pretty good for me for now. It provides both sales and service support and I feel I’ll be able to grow into a more sophisticated edition in a year or two.