Forum Discussion
What CRM do people recommend?
One of my clients likes AgileCRM.
Regarding Agile. They make it very easy to sync contacts with Office 365. However, from there, they go downhill quickly. There is no way to mark contacts as personal, so everyone in the company will be able to see who your dentist is. Either that, or no one can see any of your contacts. I really could not determine which.
Also, the day after you sign up for Agile, you will get a call from a foreigner, who with a very heavy accent will ask you if this is a good time to talk, and will then ask you tons of questions about why you want a CRM system and what kind of business you have, but will be unable to answer any questions about AgileCRM, such as how you can mark contacts as personal. The plus side is that he will call you Mr. Harold, or whatever your first name is.
I lasted about 10 minutes on the call with this guy until it reminded me of talking to Comcast customer service, and I hung up.
Interesting reading.
It is clear that OCM is not a priority for MS, well at lesat untill they COMMUNICATE something to teh contrary. This really is frustrating. We have been O365 Business Premium subscribers for 2 years now, however do not want to wait any longer.
We need a VERY simple solution, which works like OCM but can be rolled out onto Android devices.
Any suggestions?
I'll keep contributing to this thread!
Another client uses: https://youdontneedacrm.com/
Another uses: https://www.zoho.com/crm
Another uses: https://www.pipedrive.com/
Another uses: https://www.salesforce.com/au/solutions/essentials/
decent article about CRMs: https://zapier.com/learn/crm/what-is-a-crm/
our beloved MS' offering: https://dynamics.microsoft.com/en-us/crm/what-is-crm/
every CRM app on Google Play: https://play.google.com/store/search?q=crm&hl=en
I appreciate the recommendation. I will try it. I am looking at HubSpot, too, but it seems very temperamental. The basic functionality is that it should sync contacts with Office 365. Extra credit for being able to capture emails from the client from Office 365.
It also looks like Nimble have worked hard to integrate with Office 365 - lots of connector support.
https://www.nimble.com/
Well, Agile made it very easy to import and sync contacts to Office 365. However, there is no option to make contacts private or share them with other team members. This is really the whole point of a CRM, since if we did not want to share contacts and company info, we could just keep using Outlook, which does all that.
On to Nimble....
Really surprising how bad the CRM offerings out there are. Can't even do the basics.
