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what recommendations for small marketing company for prospect data base, sales, follow ups, appointments, remarks, fees, prices, add ons, sync with other secure programs,l security, price, etc. very linited bus=dget,
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Hi Ely,
I would like to recommend bpm’online sales (https://www.bpmonline.com/sales/ ). It’s a cloud based CRM that will be a perfect tool for managing your leads, customer base, creating and sending invoices directly from the system, manage orders, projects, etc. You can create personal or group tasks linked to contacts, opportunities or documents and synchronizing tasks and calendar with Google Calendar and Microsoft Exchange. It can be easily customized for various industries and specific needs. The system provides a consistent user experience no matter what device you use: phone, tablet, desktop or laptop. You can try it free with no credit card involved - https://www.bpmonline.com/sales-demo
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For a large association/membership management, you may want to look into - http://www.aptify.com/software/applications
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Hi David, Well, the best CRM is really the one that matches the requirements of your business, because what works for one organization does not necessarily works for another. However, there are some common features that makes one system more attractive over the other. I would like to recommend bpm’online CRM ...