Hi All,
I'm looking to get started with a CRM system. Not so much for current client info (although it will be on there) but more for prospects/marketing.
Ideally it'll have the following features:
- pipeline management
- monthly email newsletter creation and sending
- automated email campaigns for selected categories of clients/propects
- look pleasant and be intuitive to use
Infusionsoft seems to be very good, but expensive. Agile I've seen mentioned as an alternative to Infusionsoft. Salesforce I've heard of but never seen or used. Mailchimp is wonderful for what it does but can't do it all for me.
Any suggestions for cloud-based software to use would be welcome.
Thanks,
WS.
Replies (2)
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Capsule and Mailchimp
Hi there
I think you should have a look at Capsule CRM. It integrates neatly with Mailchimp (which you suggest you like) and also online accounting packages like Xero.
We used it and loved it before moving to Dynamics because we needed more power and functionality.
Regards
Adrian
www.checkmybooks.co.uk