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Could you please advise as to best CRM to suit my needs?
It’s a great question Jeanette! HubSpot is probably a better choice if you’re comparing it with Freshsales’ free tier, especially if you’re not looking for advanced sales management features. HubSpot won’t include mass email sending in the free CRM, but does allow you to create lists, and compose, send, and track emails to contacts in...
Looking for the best software for my needs
Tiana, Can you be a little more specific? Are you looking for a CRM that includes those features? If so, you might to check out our CRM reviews page (https://fitsmallbusiness.com/reviews/crm-software/) since it contains a lot of information about many of the most popular small business CRMs. Also, you can find more about the various CRM...
Import mail addresses?
Hi Tom, Many of the CRMs listed in the WP CRM plugins article, like Insightly and Freshsales, allow you to sync your mailboxes, meaning that they will pull in your responses and associate them with the contact in your database. This gives you a complete communications record for each lead or customer. And both of...
Salesforce for small businesses
Madelen, I’d start by asking, what do you need the software to do? Salesforce does a lot, and it’s a great solution for many businesses, but you may be paying for features that aren’t what your business needs. The good news is there are a lot of powerful and affordable CRMs that are designed for...
Is it a good idea to drop in to customers as a cold call technique?
If the overall goal of a cold call is to get an appointment, the overall goal of the “drop-in” should be to get a referral. Every time you make a cold call, you’re making a first impression, and you only get one shot at that. Anything you can do to make that first impression a...
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Zendesk vs. Freshdesk: Price, Features, & What’s Best in 2018
Freshdesk and Zendesk are customer help desk platforms for small businesses that feature 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 good for larger teams needing advanced reporting or customization. Along... VIEW POST
