Author Topic: CRM Suggestions?  (Read 624 times)

Offline stooges44

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CRM Suggestions?
« on: July 12, 2017, 07:19:37 AM »
I wasn't sure if this should go here or in tech but I think this is a bit less techy.

I'm looking for a suggestions on a crm system. Nothing too fancy or expensive but something that I can scan and associate docs to accounts easy and fast.

Thanks

Offline precise

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Re: CRM Suggestions?
« Reply #1 on: July 12, 2017, 09:11:41 AM »

Offline stooges44

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Re: CRM Suggestions?
« Reply #2 on: July 12, 2017, 09:19:38 AM »
http://forums.dansdeals.com/index.php?topic=81306.0

?? One it about a scanning system and this is about a crm? entirely different

Offline lubaby

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Re: CRM Suggestions?
« Reply #3 on: July 12, 2017, 10:21:52 AM »
?? One it about a scanning system and this is about a crm? entirely different
I'm looking for a suggestions on a crm system. Nothing too fancy or expensive but something that I can scan and associate docs to accounts easy and fast.
Once the game is over, the king and the pawn go back in the same box.

Offline stooges44

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Re: CRM Suggestions?
« Reply #4 on: July 12, 2017, 10:33:59 AM »


Hahah, I have 2 needs:

1) to go paperless for which I believe I need a good scanning system (not just a good scanner but a way to organize the docs as well)

2) to finally bring together all the various docs pertaining to each client I have floating around. Some are already digital and on the server but others that are eagerly awaiting to be scanned.

If both needs can be combined then by all means let me know.

Offline etech0

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Re: CRM Suggestions?
« Reply #5 on: July 12, 2017, 10:36:56 AM »
Workflowy. You won't know what you're missing until you try it.

Offline aygart

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Re: CRM Suggestions?
« Reply #6 on: July 12, 2017, 10:52:16 AM »
The 16 Best Free CRM Apps
Just keep in mind that this article is a plug for Zapier's product.
You have the right to remain silent. Anything you say can and will be used to start a religious discussion.

Offline etech0

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Re: CRM Suggestions?
« Reply #7 on: July 12, 2017, 10:53:35 AM »
Just keep in mind that this article is a plug for Zapier's product.
Yes, but if you ignore that plug (it's usually at the end) they have very good recommendations. Their articles in general are very informative.
Workflowy. You won't know what you're missing until you try it.

Offline Boruch999

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Re: CRM Suggestions?
« Reply #8 on: July 12, 2017, 10:56:56 AM »
Is a free CRM farming your clients data?

Offline aygart

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Re: CRM Suggestions?
« Reply #9 on: July 12, 2017, 11:05:37 AM »
Yes, but if you ignore that plug (it's usually at the end) they have very good recommendations. Their articles in general are very informative.
Agreed, but they will have a bias toward systems which work better with theirs. It is more than just a small plug at the end, it is an inherent bias. Once you keep that in mind their articles in general are very helpful.
You have the right to remain silent. Anything you say can and will be used to start a religious discussion.

Offline etech0

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Re: CRM Suggestions?
« Reply #10 on: July 12, 2017, 11:05:48 AM »
Is a free CRM farming your clients data?
I would hope not, but you should read their privacy policies. Many of them have free and paid versions, and they're hoping that you'll like the free one and then at some point decide you need to upgrade to the paid one.
Workflowy. You won't know what you're missing until you try it.

Offline aygart

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Re: CRM Suggestions?
« Reply #11 on: July 12, 2017, 11:05:58 AM »
Is a free CRM farming your clients data?
You would need to view their privacy policy.
You have the right to remain silent. Anything you say can and will be used to start a religious discussion.

Offline etech0

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Re: CRM Suggestions?
« Reply #12 on: July 12, 2017, 11:08:48 AM »
Agreed, but they will have a bias toward systems which work better with theirs. It is more than just a small plug at the end, it is an inherent bias. Once you keep that in mind their articles in general are very helpful.
Makes sense, though I have seen them mention apps that don't work with their system.
Workflowy. You won't know what you're missing until you try it.

Offline aygart

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Re: CRM Suggestions?
« Reply #13 on: July 12, 2017, 11:10:22 AM »
Makes sense, though I have seen them mention apps that don't work with their system.
Yes, but one of the biggest advantages an app could possibly have in their minds is that it works with their system.
You have the right to remain silent. Anything you say can and will be used to start a religious discussion.

Offline etech0

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Re: CRM Suggestions?
« Reply #14 on: July 12, 2017, 11:19:37 AM »
Yes, but one of the biggest advantages an app could possibly have in their minds is that it works with their system.
As someone who uses their system, I'll say that it is a pretty big advantage.
Workflowy. You won't know what you're missing until you try it.