Forum Discussion
What CRM do people recommend?
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.
Nimble does not offer any free tier, which is a requirement in our case. Although it looks like the founder of Nimble actually has has an idea what CRM is for.
iGlobe gives me a bad feeling just from the way they present their product. You cannot enlarge their videos, so you are forced to watch very small videos with annoying music and nobody telling you anything. The fact that it is written in Sharepoint is hardly a positive.
I will try Zoho next. I am not sure there is actually any good solution. I may be forced to tell the CEO that she will have to pay for Salesforce if she wants a CRM.