![]() Maybe preferred the earlier version which let you know the last time a record was updated and by who. Document storage is straightforward with drag & drop functionality. The layout of fields is very easy to modify to your business requirements, adding extra fields with dropdowns as required. The activity section enables us to keep good records of client contacts, as does the ability to bcc email comunications into the client record. The marketing module has been a significant driver for new business, and again is very cost effective. The integration with Kashflow (accounting) is incredibly useful and reduces unnecesary duplication in our business processes. ![]() Key features I like are the permissions system which lets us give bespoke access to the teams in our business with everyone given the access to the client records that they require. They have a responsive team and have constantly improved the CRM over the years. The bottom line is that they offer excellent value for small businesses. salesforce, dynamics, the thing that strikes you is that the cost of these is prohibitive for an SME with light CRM users. Having an awareness of the cost of some of the well known CRM platforms e.g. We have grown our business with this CRM, and when we were starting out it gave us a lot of "bang for our bucks", the experience has been excellent.
0 Comments
Leave a Reply. |