Forum Discussion
What CRM do people recommend?
One of my clients likes AgileCRM.
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.
Sounds like you are on a mission! While your keen, have a look at iGlobe. It's a SharePoint product you can add to your tenant.