Best CRM for Multiple States Calling

C.J.

New Member
8
I am calling different clients in multiple states. I need a CRM that will track when I called them last, let me sort by state and even different groups within each state. I need to take notes on each one and document follow ups
 
Depends on what type of leads you are calling and what you looking to do,

I use volocify works well for my specific situation I work internet leads from various providers I can do all you say plus keep track of each provider performance.

I can change what I am calling by click of button Ie leads within 1st 6 contact attempts older all lead provider or just certain ones,

I love the click to call and local caller ID,

However If I were cold calling I would go with a dialer system or if I were running mailer leads maybe radius bob is a better fit
 
We have used Salesforce in the past before switching to Zoho. But the switch was just purely because it is cheaper. I still prefer Salesforce. Then you can add a CTI (Tenfold).
 
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