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Tool that covers all stages
Sujit, Thanks for your question. I highly recommend that you use your sales plan as a guide as you implement specific processes. A CRM like Salesforce is a tool you can use to make sure you’re accomplishing the goals of your sales plan, as well as managing the activities of your sales team as they...
Quickbooks in Agile CRM
Hi Chantelle, The difference between the sync feature, and the integration in AgileCRM depends on whether you simply want to send information between the two, or whether you want to actually create invoices and such in Quickbooks from within the widget in your CRM. Also, as far as CRMs that integrate with Mailchimp, we have...
Solopreneur
Hi Suzanne, Dubsado is a good choice for people in your role, especially as a solopreneur. It does have the benefit of making it easy for service providers to handle the booking process, as well as managing customer projects/engagements. It’s not the best CRM for small businesses overall since it’s designed more for people in...
Best crm for my case ?
Great question. You’ve certainly thought through your needs, which is a great place to start. First, most of the CRMs recommended on this site are cloud-based, and many of them offer mobile apps. That means you shouldn’t have any issue with running them on both Mac and Windows devices. Since you mention you need the...
Sales Essentials for one person
Hi Angela, There is no minimum number of users for Salesforce Essentials. While you can’t have more than ten users on that plan, you could certainly sign up for just yourself. To be honest, for most solopreneurs, Salesforce Essentials is probably a little bit of overkill. If what you’re really trying to do is manage...
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Zoho vs Salesforce: Price, Features & What’s Best in 2019
Zoho and Salesforce are comprehensive customer relationship management (CRM) software that include lead and contact management, sales opportunities, reporting, and team management features. Zoho is generally more affordable and is a better choice for most small businesses that need an integrated, all-in-one sales and productivity suite, while Salesforce is a powerful but complex software tool.... VIEW POST
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G Suite and Office 365 are integrated suites of collaboration and productivity apps. G Suite offers Google apps like Gmail, Docs, and Drive, while Office 365 offers Microsoft products such as Outlook, Word, and Excel. Both options have starting prices at $5/month per user and have tiered plans for businesses with different needs. When to... VIEW POST
Zendesk vs Freshdesk: Price, Features & What’s Best in 2019
Freshdesk and Zendesk are customer help desk platforms for small businesses featuring chat, self-help knowledge base, social media monitoring, and ticket automation. Freshdesk is the top choice for businesses looking for the best overall set of features at an affordable price, while Zendesk is a good choice for larger teams needing advanced reporting or customization.... VIEW POST
