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  1. #1
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    What kind of CRM/Task Management do you use?

    Hi friends,

    I've been doing a lot of research lately on task management/CRM solutions that would best fit the needs of my agency. I am curious to see what others are using that I may have not discovered yet, and why. Here are a few questions I would like to know regarding what you use:


    • What are the major benefits of it, compared to others?
    • Where does it fall short, or what features are missing?


    I'm 95% sure of what I'm going to be using, but wanted to see others' opinions before I pulled the trigger.

    Cheers!
    Lets Connect: Google+ | Twitter
    My Company: RicketyRoo Inc

  2. #2
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    Feb 2014
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    Re: What kind of CRM/Task Management do you use?

    Hi Blake-

    We do use a CRM system- ZohoCRM and Zoho Campaigns for our autoresponder. Back in the day I used to do large scale ERP system implementations and for the price and flexibility for our needs, it works great for us. There are many choices out there and you are going to want to do some planning and make sure you define your company's requirements and the type of data you want and what you want it for and try to crystal ball it out several years in advance based on your businesses strategic plan.

    Hope that helps-

    Gloria

  3. #3
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    Jul 2013
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    Salt Lake City, UT
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    Re: What kind of CRM/Task Management do you use?

    I 'use' insightly. I like it, and it's free for what I need. When i say 'use' I mean that is my CRM of choice, but I'm not consistent at updating it like I should be.

  4. #4
    Member Since
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    Re: What kind of CRM/Task Management do you use?

    For task management, we use Teambox, which just switched names to Redbooth. We found this the best performing system after trying the trials of many other platforms.

    Is it perfect? No, I don't think any one service can be perfect to everyone that needs a system, but it is the closest to our needs so far.

    It seemed to be easier and more user friendly than the others we tried and more robust on overall features.

    It does fall short on "recurring tasks", though they claim to be working on adding this feature in the future. Now we just have to reschedule the tasks monthly. Once this feature is added, it will be even better.


    For a CRM, I believe our sales team uses Nimble, but can't speak on that part firsthand.

    Hope that helps!

    Greg

  5. #5
    Member Since
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    Re: What kind of CRM/Task Management do you use?

    We just started rolling out with smartsheet, it seems to fit all our project management needs. For CRM, we are also on the look out for a killer solution.

  6. #6
    Member Since
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    Re: What kind of CRM/Task Management do you use?

    Thank you all for your input, I really do appreciate it.
    Lets Connect: Google+ | Twitter
    My Company: RicketyRoo Inc

  7. #7
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    Re: What kind of CRM/Task Management do you use?

    @ Blake

    We use highrise as our CRM. Really like it. You can get a free account here. (2 users, no files, 250 contacts). We also use Asana for larger projects.

  8. #8
    Member Since
    Sep 2013
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    Broomfield, CO
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    Re: What kind of CRM/Task Management do you use?

    Late reply here, but for our project mgmt, we use Trello. Works very well for our team. We use Highrise for our CRM.

  9. #9
    Member Since
    Feb 2014
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    Columbus Ohio
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    Re: What kind of CRM/Task Management do you use?

    Quote Originally Posted by 21Development View Post
    but for our project mgmt, we use Trello. Works very well for our team.
    Ditto Trello for task/project management. The interface is great and we like it much more than our previous tool (5pm).

  10. #10
    Member Since
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    Re: What kind of CRM/Task Management do you use?

    We use Salesforce for our CRM and Base Camp for project management.

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