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  • What is a good CRM?

    I've been searching around for a crm with a client portal. What crm are you using?


    TK Pitts
    Pitts Financial

  • #2
    Depends on how large your team is and what features you need. I currently use Bitrix24 great pricing and functionality. I can keep track over everything and run the reports I need. Send automated emails and much more.
    Gigi C. Broughton
    Business Development and Funding Specialist
    Virt-Assist

    P: (313) 433-9760 ext 101 | M: (313) 241-1590
    E:
    virtassistllc@bitrix24.com

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    • #3
      i deploy and develop suitecrm open source. its free and does everything

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      • #4
        Originally posted by TkPitts View Post
        I've been searching around for a crm with a client portal. What crm are you using?


        TK Pitts
        Pitts Financial
        Salesforce all day every day.

        --
        DataOps
        enablementdata.com
        DataOps
        enablementdata.com
        DataOps@enablementdata.com
        New York, NY 10013

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        • #5
          A good CRM will help you manage your team, customer relationships and projects. It will also help you keep track of the people who cross your path, their relationships and the tasks that need to be completed.

          A good CRM will also come with a host of other features, such as email campaigns, alerts, file attachments, social media integration and more.

          There are many CRM solutions available in the market. Before you make a decision, it is important to understand the various types of CRM software and choose the right one.

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