Simple CRM System

[Lloyd N8N]

What CRM system do you use, how much do you pay and would you recommend it?

I only need something simple in order to record:

• Client Contact Details
• Sales Conversations
• Orders

And I need to be able to add users along the way.

Thanks!

 

[ffox]

Office 365. Use SharePoint on-line libraries and lists. You can access your CRM from where-ever you are on whatever device you choose (PC, Mac, ipad/phone, android). So simple you'll wonder why you didn't do it before.

Let me know if you want to learn more.

 

[Alan]

These three would suit

ReallySimpleSystems CRM
Capsule CRM
Zoho CRM

All have free entry level options.

Based on your requirements, Zoho would suit very well.

MS Office 365 & Sharepoint are not CRMs but can (with time and money) be made to do what ever you need. Microsoft have a CRM called Microsoft Dynamics, but it is way beyond your basic needs.

 

[Lloyd N8N]

Thanks @Alan - any idea how much Zoho CRM costs? Also, I use a macbook, but the other user will be PC. I currently use Sage CRM but it isn't fully functional with mac and is too expensive for what I need it for!

 

[Alan]

Zoho CRM is free for the basic system up to 10 users

https://www.zoho.com/crm/zohocrm-pricing.html

and about £9 a user for the next version up

yes sage CRM is a dog, and expensive at £20 per user, it seems they sell it though based on the accounting package history, of which it isn't really integrated


( I wish I could sell advice like this, assuming you have 3 users, I just saved you £720 p.a. )

 

[Lloyd N8N]

Perfect! Thanks @Alan

 

[EcomAlistair]

@Lloyd N8N - I recommend Highrise as a very simple and intuitive CRM.

It's one of the earliest cloud CRM solutions, and it is backed with good support. I've sent a few of my clients towards it. I have personally used it (but currently have no use for it), and my clients are happy with it.

I have no commercial links with Highrise (or any of these) whatsoever.

Runner up: Insightly - this is worth looking at too. They have a great integration with gmail.

I have also tested (not exhaustive, but these are the big names):

Zoho - nice but tries to suck you into the entire Zoho eco system
Pipedrive - excellent for driving sales teams)
Salesforce - sledgehammer for a walnut),
Base - nice but extremely pricey
Capsule CRM - couldn't stick with it beyond the trial. although this was some years back.

HubSpot CRM - they've recently launched this as a 'freemium', it could be of value and is worth having a look at.

HIGHRISE PRICING DETAILS:

Free Plan: 2 users, no files, 250 contacts

Basic Plan ($24/month): 6 users, 5GB storage, 5,000 contacts, 10 deals

 

[Lloyd N8N]

Thank you @Alistair Wilson, I will check these options out