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Unread 08-21-2013, 06:55 PM   #1
eblumer
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CRM (customer resource management)

Does anyone here use CRM software? My wife was given demonstration for improveit 360 and she thinks it would be very valuable. At nearly $900 to set up plus monthly fees of $200+ I'm not sure we can afford it. Looking for suggestions or other similar more affordable programs.
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Unread 08-21-2013, 11:04 PM   #2
Tiger Mountain Tile Inc
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It seems expensive to me for a small company.

Take a look at Zoho or even freecrm. I think Salesforce has an inexpensive option also.

What are you looking to do with it?
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Unread 08-22-2013, 06:18 AM   #3
eblumer
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My wife is a stay at home mom, she is wanting to help take some of the burden off me by helping to email clients and set up appointments. The improveit 360 integrates calenders between devices so she can see my schedule. It's also supposed to help with contact reminders to keep people in the buying funnel so they don't forget about us. We have been staying busy lately and hired a helper, he does great work, we don't want to slow down and have to get rid of him.
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Unread 08-22-2013, 10:24 PM   #4
Tiger Mountain Tile Inc
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I haven't used CRM software so I can't comment on how well different ones work. If it were me, I think I would start with something low risk and inexpensive before committing to a big payout.

I'd be interested to hear your feedback on the crm if you end up doing it.
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Unread 08-22-2013, 10:46 PM   #5
eblumer
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I think we are definitely going to try it out. There's a lot if different CRM programs out there and we both see potential growth if managed properly.

Our referrals have seen a huge increase this year, we want to stay top of mind for past clients that may be having future work done or know someone who is.

Currently we give $25 gift cards to restaurants to past clients if a referral leads to work, that seems to get people's attention (I pay attention to take out boxes and doggie bags while on the job and give gift cards to restaurants the customer likes).
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Unread 08-27-2013, 09:01 PM   #6
wapa
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For the calander thing if you use a smart phone the gmail calender is dead simple and can be seen by multiple people at the same time. About a year ago I had a friend that is a realtor that was still using a paper schedule. He would call the office each day in the morning and ask what is going on for the day. I took a bit but I got him to try the gmail calender while still writing stuff down in his book. Well with in a month he stopped using his paper calender and only used the gmail. It allowed him to update his calander while he was on the road and his office assistant could see it right away and not schedule him during it. He was also able to see his schedule for the day right on his phone at all time with out having to call and ask.

As for Crms there are much cheaper ones out there. Salesforce zoho sugarcrm and so on. In my experience no matter what they all have a bit of a steep learning curve until you can really use them how you like them.
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Unread 08-28-2013, 02:49 PM   #7
eblumer
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We are going to try zoho, it seems to provide what we are looking for and fits in our budget. Will let everyone know what we think in a week or two.
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Unread 08-28-2013, 08:42 PM   #8
ob1kanobee
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I would also look at vtiger
https://www.vtiger.com/crm/
OR
Oprius
http://www.oprius.com/
ACT is another
http://www.act.com/
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Unread 09-13-2013, 02:52 PM   #9
dhagin
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My '12 MBP has all this built in, I guess I assumed they all did .
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