Looking for CRM recommendations please.

We need a new CRM to bring over about 3K leads that would allow us to email, text, and leave voicemails. This would be for new homes sales teams, so the ideal system would allow for certain fields to be seen by all, but others restricted. For example someone could see the name of a […]

Best Sales Pitch for Real Estate

In the dynamic world of real estate, mastering the art of the sales pitch is essential for success. Whether you’re showcasing a cozy suburban home, a high-end condominium, or a commercial warehouse, the ability to convey the unique value of a property in a compelling and persuasive manner can make the difference between closing a […]

Sales Contest Ideas to Keep Sales and Competitors on Their Toes

Sales contests can be a tricky game. Big corporations often go overboard, using them so much that they lose their spark, while small businesses might skip them altogether, buried in day-to-day tasks.  To really make these contests work, we reccomend using them wisely and strategically. Here are some exciting sales contest ideas that will not […]

From onboarding to project completion, keep your clients in the loop and your teams in sync.

Hello readers! Cuppa streamlines client and project management. From onboarding to project completion, keep your clients in the loop and your teams in sync. This platform came about because of our frustration with how messy post-sales operations are e.g. communicating with clients, coordinating with teams internally, and managing projects. In the past, we invested in […]

Looking for a cloud-based CRM with sophisticated customer portals

Good day I was tasked with finding a CRM that offers a sophisticated online portal where customers can log in, book courses, sign in to events, etc. Ideally, users should also be able to pay for the services by credit card or receive an invoice with banking information. The idea is that courses are hosted […]

Seeking simple and inexpensive CRM tool for following up with clients

I work for an environmental non profit that supports other organizations with funding. When onboarding new grantees (“clients”) we require a few pieces of documentation to be signed – following up on these docs with partners is time consuming. it’d be great to have an email-integrated tool that supports automating the follow ups instead of […]

New to CRMs – need some help with getting organised!

I run a consultantcy in the UK. At the moment I use Xero, Stripe and Excel along with our email account. I have 5 consultants who work with our clients. They tend to use whatever they use to get the job done and email between the client and other third parties. As a general rule, […]

“Best” data enrichment provider for the gambling/betting/sports space?

We are mostly looking for emails or social handles. Is there a “best” provider as it relates to data enrichment? There seem to be so many providers. We are mostly looking for email enrichment; tried hunter.io but that seems to be a bit too basic. submitted by /u/kosaromepr [link] [comments]