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No problem...I've been using ACT! since 99 on various projects/companies. Just figured I'd share my experience.
No problem...I've been using ACT! since 99 on various projects/companies. Just figured I'd share my experience.
I'm following this, because I'm wondering the same thing. Is there a reason you aren't looking at zoho? That's the one I was leaning towards til this thread. Thanks!
- Thread starter
- #13
You know what , I haven't given them a good look
I guess because I have seen it was free
and it always sticks in my head when have I ever got something worthwhile for free
But I just did a quick look and does not look bad
I will give them a deeper look
If my lead companies can import real time leads and it has all the features
I am looking for and as easy to use
they will be in the mix as well
I believe so far I have crossed off the list vanilla soft looks like good program
but does not seem to give me anything better for what I will need as I can get for much less money
also crossing off Sales force for hidden charges seems will cost more then anticipated and does not seem to be any better then Sugar based on reviews
also crossed of vamdb just has a cheap feel to it
so now I am down to radius bob looks good and inexpensive
Sugar waiting to hear from looks good just have some questions
and now zoho needs a deeper look
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actually just found this
https://www.youtube.com/watch?v=XreEbSNb49M
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Just spoke to Suger and seen a few demo's
this program seems perfect for me
only they do require year upfront
and from what I am told for help setting up $155 per hour
average set up 2-5 hours
Overall for what they give it seems worth it to me
only I don't have that much to allocate at once right now
I will in jan and I do think its worth it for me
now to decide should I use radius bob for the time being
just to get use to using a system
they are very inexpensive and adequate for now
and they are month to month no cancelling fee
and it might make the transition easier
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I've been using Blitz Lead Manager. So far, so good. It integrated with the major internet lead aggregators, and is pretty customizable. In particular, I like the Tagging. I am also using it for marketing programs geared towards my customers.
- 4,096
Capsule by google.
It's cheap and integrated with gmail account. So you can store email in there with a click of mouse.
I spent a lot of time looking at different CRM's. I really did not have time customize the templates to what I wanted. Then the so called Insurance CRMs were an absolute joke that were designed by non insurance people.
It's cheap and integrated with gmail account. So you can store email in there with a click of mouse.
I spent a lot of time looking at different CRM's. I really did not have time customize the templates to what I wanted. Then the so called Insurance CRMs were an absolute joke that were designed by non insurance people.
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Radius Bob is nice.
Capsule is fantastic, and what I use.
Pipedrive is also excellent, especially if you're process-oriented.
Another interesting, simple CRM is OnePage CRM.
All are cloud-based. All are inexpensive. All are easy to use, and get up and running. All have a great interface and are pleasant to look at.
That having been said, the best CRM is the one that you will use religiously.
Capsule is fantastic, and what I use.
Pipedrive is also excellent, especially if you're process-oriented.
Another interesting, simple CRM is OnePage CRM.
All are cloud-based. All are inexpensive. All are easy to use, and get up and running. All have a great interface and are pleasant to look at.
That having been said, the best CRM is the one that you will use religiously.
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You might take a look at SuiteCRM:
SuiteCRM - the open source alternative to SalesForce, Microsoft Dynamics and SugarCRM Professional
SuiteCRM - the open source alternative to SalesForce, Microsoft Dynamics and SugarCRM Professional
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radiusbob looks great mainly because it is geared towards insurance agents already. Crm's like Zoho or pipedrive is its "open" style crm which you have to customize yourself. Custom Fields, rules, etc... If you are not savy this could be a learning curve and time consuming.
Companies that are used to dealing with insurance agents will have likely heard your problems or questions a thousand times already.
$.02
I am very surprised that salesforce doesnt do auto uploads of live leads. I used them before and their customer service is 2nd to none. They would do imports for me, process templates all kinds of stuff. I am very impressed with salesforce and oracle programs in general.
Companies that are used to dealing with insurance agents will have likely heard your problems or questions a thousand times already.
$.02
I am very surprised that salesforce doesnt do auto uploads of live leads. I used them before and their customer service is 2nd to none. They would do imports for me, process templates all kinds of stuff. I am very impressed with salesforce and oracle programs in general.
- Thread starter
- #20
Ive started with radius bob
And without office help
its been very time consuming entering info and leaning how to use it
what it can and cannot do
So far there are a lot of things I love and there are some things that I would have thought would be common sense that it does not do
I am glad I started here for much cheaper and month to month (although I did not look into Capsule by google)
but either way I get to know what I want out of a program what to ask
In about a year when I can have some office help
and have more experience with program
I am def going to need something more advanced
And without office help
its been very time consuming entering info and leaning how to use it
what it can and cannot do
So far there are a lot of things I love and there are some things that I would have thought would be common sense that it does not do
I am glad I started here for much cheaper and month to month (although I did not look into Capsule by google)
but either way I get to know what I want out of a program what to ask
In about a year when I can have some office help
and have more experience with program
I am def going to need something more advanced
