Hello community,
I am looking to manage relationships with <10,000 people and share with an internal team of <20 people, all remote workers. I sell to institutional investors and am looking to expand into other markets.
I am looking for easy transfer of current contacts, easy bucketing of contacts into various categories, automated follow-up processes, and the ability to track & share all interactions with the team.
I am looking for a solution that is not too expensive and aligns with Slack, Substack, LinkedIn, and Twitter.
Thank you for your help.
Every company requires a method to manage its client interactions. This is especially true for service firms, as long-term customer relationships result in long-term and recurring revenue.If you need CRM software that’s specifically designed for your niche and service model, this guide: https://www.cleveroad.com/services/crm-development-services/ to the best CRM for service business organizations can help.
Hi, You can consider Zoho CRM which is cost-effective and as per their website, they support integration with many external applications which you have mentioned...
Based on your needs, I suggest that SuperOffice could be a great solution for managing your contacts and collaborating with your remote team. SuperOffice offers customer relationship management software with features that can help you manage customer interactions and streamline your sales processes. With its contact management, automation, collaboration, and affordable solutions, SuperOffice could be the right fit for your organization.
To learn more about how to achieve success in business and determine what is best for your business, you can visit https://nchinc.com/. I hope this suggestion is helpful, and good luck with expanding into new markets and effectively managing your relationships!
Good Afternoon! I'm a monday.com consultant and I can help you with this project. monday.com has the capability of integrating with a number of platforms and for anything that doesn't have a native integration, we can use make.com to build a custom integration. monday.com has a CRM and a Work Management product. The plus side of using a product that is not just a CRM would be the fact that we can create workflows for your other projects and processes and automate those for better clarity and transparency. I'd be happy to meet with you to discuss your project in more detail and show you monday.com. If you'd like to set up a time to discuss, feel free to use my calendar link (30 min meeting) to book a time.
I look forward to hearing from you.
Thanks - Terrie