There’s so many CRM’s and I’m having hard time determining which is best for my needs. Any help would be great: I’m leaning towards Hubspot at the moment, but I know there’s tons of platforms I haven’t looked into.
Myself and a partner are doing cold calls and adding prospects from those calls to email campaigns. It’s a small operation, but we’re planning to increase our volume of cold calls. So we want a system that is user friendly and doesn’t slow us down, but we also need great email follow-up tools. I’ll summarize our main needs:
- Easy to add contacts quickly, write notes, and schedule follow-up
- The ability to create emails that I can attach pictures, embed video (I haven’t done this before, seems to be difficult), and attach files to (files being the least important).
- Easy to build email campaigns. Easy and quick to add and remove prospects from different automated campaigns.
- This is less important, but is nice to have: aesthetic and professional pre-built email templates (one thing I like about Hubspot)
I’m really hoping someone here has some experience with a platform that can do all of these things. Any help will be greatly appreciated! Thanks!