CRM / marketing

CRM / marketing

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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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Adrian Pearson
By Adrian Pearson
28th May 2015 17:45

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

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By wilcoskip
28th May 2015 18:18

Thanks Adrian.  Will definitely look into it.

WS.

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