Which CRM is best?
For those who are searching for a great c r m, stop by and read the comments and advice of others, and for those who know which one is the best, stop by and tell us why.
A Customer Relationship Manager is supposed to do many things - keep track of contact information, at least, but also help organize a sphere of influence touch program, coordinate a prospect marketing plan, and help us to keep in touch with past clients.
We've used several and are considering changing because the CRM that we're currently using is a bit more cumbersome than we hoped - it takes too many steps to accomplish what we need to accmplish. I don't want to have to click 5 or 6 times to record that I've sent a postcard to a prospect. On the other hand, we do need a CRM that is relatively robust - there are two of us, working as a team, and each of us needs to be able to see what the other has done and plan for follow ups.
So, Active Rainers, please help us choose. We have experience with Top Producer, AllClients, and Referral Maker CRM. What do you use? Would you recommend it or not?
~ Wayne & Jean
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