Best CRM????

[russelltw]

Zoho CRM Plus is a nice set up. I think it's $600 a year, but you get email campaigns, website chat apps (that integrate with crm), a crm, autoresponders, visitor tracking for your website (cool to see in action), and some other stuff I don't use. If you do anything, get the CRM Plus version. Many more features for a few dollars more.

https://www.zoho.com/crm/crmplus/

It integrates with your smart phone, which is nice. When I get calls, it pulls up the contact and asks if I want to document the call after it's finished. Can also track visitors to my website from my phone.

I have been pleased with it. Development and support is in India, so there can be a communication gap, but my experience it has been good. Like any CRM, set up can be time consuming.

 

[Medigap Bill]

Russell,

Were you able to do the set up yourself to start with or did you end up needing to hire a consultant?

Bill

Zoho CRM Plus is a nice set up. I think it's $600 a year, but you get email campaigns, website chat apps (that integrate with crm), a crm, autoresponders, visitor tracking for your website (cool to see in action), and some other stuff I don't use. If you do anything, get the CRM Plus version. Many more features for a few dollars more.

https://www.zoho.com/crm/crmplus/

It integrates with your smart phone, which is nice. When I get calls, it pulls up the contact and asks if I want to document the call after it's finished. Can also track visitors to my website from my phone.

I have been pleased with it. Development and support is in India, so there can be a communication gap, but my experience it has been good. Like any CRM, set up can be time consuming.

 

[thomasm]

I'm checking ou the free trial with zoho. Looks like it's set up for B2B.

What's the best way to customize the modules for a senior market insurance agency?

Also, how can I set it up so I can link multiple policies to each client, Med Supp, Cancer Plan, STC, FE, etc.

 

[Glen Shelton]

I'm checking ou the free trial with zoho. Looks like it's set up for B2B. What's the best way to customize the modules for a senior market insurance agency? Also, how can I set it up so I can link multiple policies to each client, Med Supp, Cancer Plan, STC, FE, etc.

How did it go with the free trial of Zoho?

I'm exploring CRM options.

 

[russelltw]

I am in the process of switching from Zoho to AgileCRM. You might also want to check it out also.

 

[Glen Shelton]

I am in the process of switching from Zoho to AgileCRM. You might also want to check it out also.

What is prompting the switch??

 

[russelltw]

Several items that Agile could do and it's layout. Price was nice too.

- Ability to do voicemail drops (with Twilio plugin).
- Works with RingCentral and Skype
- Tracks the clients history via timeline. (like a History view with the old ACT!)
- Instant notification when client opens emails or clicks on a link.
- Ability to lead score
- track leads on your website (zoho does this with salesiq).
- Support - I can schedule a 30 minute screenshare with support for questions. This has been great starting out. Most times, I can set it within a few hours. You can also call the 800 number. You get someone state side too.
- Calendar scheduler for clients (eliminates the need for TimeTrade)
- Workflows are easier to create and work with (more visual).

Those are a few that come to mind. I am sure I will find something I don't like, but for now, it looks good.

Agile CRM (affiliate link - I do get a few $ if you sign up - same price for you either way).

 

[aldefx]

I used tld together with genesis, they work pretty well!!

 

[todd02]

Sorry, still about 9-12 months out from opening up to general market. AgencyMVP. Coming soon though.

 

[goillini52]

Sorry, still about 9-12 months out from opening up to general market. AgencyMVP. Coming soon though.

Better change that to 2018 >>> "Coming First Quarter of 2017".

Nice looking site.