Forum Discussion
What CRM do people recommend?
I signed up for Office 365 Business Premium because it has Outlook Customer Manager, which looked like a reasonable CRM solution for our small business. Now after using it for five months, it is clear that Outlook Customer manager is extremely buggy and unusable.
I cannot be the only person running a small business. What are other people doing for a CRM solution? What does Microsoft recommend?
27 Replies
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 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/
