Best CRM System

[RunnerDude]

I am looking for an efficient (reasonably priced) CMR system for a small life and health agency. Does anyone have any suggestions?

 

[MattHayek]

zoho

 

[marindependent]

This is sort of a loaded and exceptionally short question dealing with an incredibly complex system.
How small? 1 Person or 5 People?
Do you want it integrated into other systems?
What is your budget?
What kinds of experience do you have with CRMs?
Do you do fair amount of outbound dialing?

 

[Travis Price]

I use Radius Bob.. It's really great for telesales agents imo.

 

[Markthebroker]

I use Radius Bob.. It's really great for telesales agents imo.

I'm loving the new avatar, Travis.

 

[Travis Price]

I'm loving the new avatar, Travis.

I'm purrrrr-fecting Medicare telesales.

 

[Duane Freeman]

I use Zoho, and has worked well so far for me

 

[sshafran]

I am looking for an efficient (reasonably priced) CMR system for a small life and health agency. Does anyone have any suggestions?

Zoho CRM is great and very flexible on customization.

 

[Doug Morton]

Try out msicrm.com - $30/month. Annual subscription has a 20% off discount built-in and you can use the coupon forum20 for an additional 20% off that price.

Note - 2022/06/29 - We inadvertently set this coupon code to expire last year. The expiration has been removed - this coupon is permanent on this forum. Reach out if any issues occur.

 

[ONE BRAIN PER ARM]

Has anyone heard ot Gain platform/CRM? Any info. would me appreciated!