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I am looking at CRMs and would like help from those out there using all of these different CRMs. This is what I'm hoping for... - simple - customizable tabs for organization - preferably cloud based - attach documents (such as scanned apps/lead) - click to dial (not necessarily a power/auto dialer) - schedule callbacks/appts Bonus - power dialer (probably over kill for 1 producer) - iPhone/iPad App It sounds like mojosells.com would be best but looking to hear from everybody.
Oh and potentially e-mail campaigns as well!
Oh and potentially e-mail campaigns as well!