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to start off, alot of the newer guys like myself always want to talk about the agency management system...what about the crm to actually get those prospects loaded into the agency managemtn system.
just saw the surface of Insightly free CRM with basic reminder/tasks and history functions. free from google apps and will nicely intertwine with my google calender/docs/contacts.
agencyiq would run me $70 a month...(seems reasonable) but since it's not free would have to use the 15 day trial and see how that goes.
Than sugar/hopper which I know nothing about except Brooke is working on it and he's a good guy.
Lastly saw Radius mentioned at $24 per user...
if any others come to mind that you highly recommend please let me know
just saw the surface of Insightly free CRM with basic reminder/tasks and history functions. free from google apps and will nicely intertwine with my google calender/docs/contacts.
agencyiq would run me $70 a month...(seems reasonable) but since it's not free would have to use the 15 day trial and see how that goes.
Than sugar/hopper which I know nothing about except Brooke is working on it and he's a good guy.
Lastly saw Radius mentioned at $24 per user...
if any others come to mind that you highly recommend please let me know
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