Modern Client and Project Management
Hello readers! Our team has built a client/project management platform that significantly helps improve team workflows. 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 several tools to fill the gaps (Salesforce for […]
CRM options for a e-commerce coaching program.
Looking for a CRM that can track leads throughout their journey within our funnel, integrate with Hyros, stripe, and Calendly. We have 5-15 qualified leads that come in daily via organic, paid ads and through our other products. Any recommendations? submitted by /u/Sure-Sentence-8489 [link] [comments]
Non-Profit WooCommerce and Workspace CRM
I’m in the process of building a website for a non-profit that supports local youth athletics. We’re going to sell merch, camp sign-ups, and sponsorships on the site. Ideally, we would be able to keep track of parents, players, and sponsors, as well as collect logos from sponsors that could be used in various places […]
New CRM
Hello! We are a Non Profit focused in client relationships, auctions, and donations. We need a all in one CRM that can track the Auction Items and be able to interact and focus on clients. We need to be able to upload checks and other documents. Anyone have any suggestions for a Nonprofit CRM? submitted […]
Copper CRM?
Has anyone used Copper CRM? Thoughts on it for the basics of tracking leads, opportunities, rolled up account views + reporting? submitted by /u/chlomosexual_ [link] [comments]
Should I Use a Financial Services-specific CRM?
When you offer financial services, your business often has industry-specific challenges that other industries may not relate to. But does that mean you should use a financial services-specific CRM over a general-purpose one? Or are you potentially losing out on great features by getting narrower? Read on to learn the differences between CRMs for financial […]
Software for Financial Services Companies: What’s Your Tech Stack?
Whether you’re a wealth management advisor, accountant, insurance broker, or financial representative, a solid tech stack is essential for your financial services business. Software for financial services companies helps to determine investment opportunities, identify risks, forecast returns, and much more. Organizations in this industry often provide several different services, requiring them to have access to […]
Top 5 Auto Dialer Software for Small Business
Running a small business demands perpetual optimization for efficiency and effectiveness. Yet, suppose your company relies on manual outbound calls. In that case, you might hesitate to adopt a power dialing solution, fearing it could dilute the vital human touch essential for forging genuine business relationships. Technology has come a long way. There’s software on […]
Can you all please recommend the best CRM for a career coach
It needs to track clients info, payments, notes, and appointments. They also need to be able to generate reports such as how much clients have paid coach. I’m on CRM overload. Some direction greatly appreciated! Tia submitted by /u/OkCry7582 [link] [comments]
CRM for UK research project – not cloud-based
Hello – we are a large(ish) research project and need to manage a lot of partners, stakeholders, and other interested parties. There are restrictions we have to work around, both from out academic institution and GDPR etc. Is there a CRM that is not cloud-based that we could download and hold on the university servers? […]
