Which CRM (Customer Relationship Management) software do you use?

I've been using Insightly for my CRM, but I'm curious to know you're using?

Could you share what you use and why you like it?

I'm sure there's a lot of us who could benefit from your recommendation.

Thanks!

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Group LeaderPermalink Reply by Kent Julian on August 24, 2016 at 4:36am

Just checked it, Justin. Looks awesome! A lot like Contactually. Email tracking is vital.

Can you do any kind of "bulk" emails with Cloze? That's one feature I love about Contactually.

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Permalink Reply by Justin Gentry on August 24, 2016 at 7:50am

Yes you can, but they call it a "Mail Merge."Basically you can create a template, select who you want to send it to, and then watch for opens. So far I'm liking it.

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Group LeaderPermalink Reply by Kent Julian on August 24, 2016 at 8:09am

That's awesome. Sounds like Contactually and Cloze are very, very similar.

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Permalink Reply by Brian Evans on August 24, 2016 at 2:36pm

This is a great conversation. Thanks for starting it, Justin. I've used several and I thought I knew about most of them, but there are several mentioned here that I had never heard of. I've been using Salesforce and Zoho, but definitely going to check out Insightly and Contactually. I like Zoho ok, but it's a bit "clunky". Salesforce is good, but it can be overwhelming with all of it's bells and whistles. I've been toying with the idea of starting a consulting business for this but wasn't sure if it would be sustainable. This conversation is definitely an attention-getter for me. Thanks again!

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Permalink Reply by Justin Gentry on August 24, 2016 at 6:07pm

Glad you found some value in the discussion Brian! I share the same opinion about the CRM's you've mentioned. There's certainly some good options to choose from!

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Group LeaderPermalink Reply by Kent Julian on August 27, 2016 at 1:15pm

Contactually https://www.contactually.com/invite/liveitforward

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Permalink Reply by Scott Beebe on August 31, 2016 at 4:55am

Google Streak is a GAME CHANGER of a CRM. Easy to use like a spreadsheet, and keeps everything in "Stages" and "Pipelines" so you can track and bulk send.

It is a simple CRM. You will not get the functionality of a big boy CRM like Hubspot, Ontraport (which we primarily use in our biz) or Active Campaign, but it is plenty to track and connect with leads and existing customers.

Here is a simple tutorial I put together for our internal team, feel free to watch if it would be helpful.