Most Recommend Crm from the Medicare Gurus?

Aug 29, 2017

  1. OttoGraf
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    OttoGraf Guru

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    I use something simple for FE. Just wanted to see what might be available that would help keep tabs on some of the Medicare specific details. Thanks!
     
    OttoGraf, Aug 29, 2017
    #1
  2. Justin Bilyj
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    Justin Bilyj Guru

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    Radius.........
     
  3. Todd King
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    Todd King IMO/FMO Owner

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    We like AgencyBloc
     
  4. entrep1776
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    entrep1776 Guru

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  5. sshafran
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    sshafran Guru

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    I use Zoho CRM with Twilio integrated for Phone.

    Love it.
     
    sshafran, Aug 29, 2017
    #5
  6. kgmom219
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    kgmom219 What's Next?

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    I use capsule. Which is simple, plain and $12/month per user. I can run reports, dump them into Excel. And there is some way my assistant can dump it into mail chimp. It has tasks, that can be assigned to users. And you can add data fields.

    I've yet to see one that justifies more money, unless you go to Salesforce. And that's a HUGE jump in money.
     
    kgmom219, Aug 29, 2017
    #6
  7. russelltw
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    russelltw Guru

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    Check out the new version of Zoho called Zoho One ($35/month). It will take some time to learn all the sophisticated stuff it can do, but it's very powerful for what you pay.

    campaigns, chat function for websites, crm, surveys, salesiq (monitor who hits your websites realtime), etc.

    Many different "apps" are included in the zoho one price. Much of which I have barely used...yet. I wish I had more time to play with all the stuff you can do.
     
  8. Todd King
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    Todd King IMO/FMO Owner

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    Really, I would suggest almost immediately. It's not a pleasant thing to have to go back and enter all of the data on a bunch of clients.

    I know that when we switched over to AgencyBloc we couldn't just transfer the data due to the way we had it set up. It took us months to get everything into the new system.

    We can also get you a 10% discount for AgencyBloc too.
     
  9. timeflies
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    timeflies Super Genius

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    I use Capsule and I love it. It meets my needs and at $12/month, you cannot beat it. I tried Zoho and it was not intuitive, at least for me.
     
  10. keese
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    keese Expert

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    Honestly excel is good if you're solo. Most crm systems allow data to be imported from Excel too in case you want to upgrade down the road.
     
    keese, Aug 30, 2017
    #10
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