We often help agencies set up a CRM systems to manage their lead generation and new business pipeline.
Our favourite is Highrise, but there are plenty of options out there. Some more information below
Highrise starts at US$24 per month for 6 users and is simple and pleasant to use. Anyone can get their head around it super quickly. It is made by 37Signals and in the years we’ve used it, we’ve never had a single problem or glitch with the software. The only downside is that you can’t export business development reports for board meetings. The pretty basic reporting can only be viewed within the system.
Nimble integrates social listening, which can sometimes provide the extra bit of insight to fuel a new business approach. US$15 per user per month.
Pipedrive is probably the most visual which is a big plus for some people. It is also probably the most basic. Again not a bad thing for some agency requirements. US$9 per user per month.
Nutshell prides itself on its detailed visual reporting. US$15 per user per month.
Podio combines project management and CRM. The customisation take a bit of effort to set up, but does mean you can tailor this CRM system to your needs. US$9 per user per month.
Insightly can be popular with agencies who use Google Mail as it synchs pretty seamlessly with contacts and emails. From US$7 per user per month.
The likes of Zoho, Sugar, ACT! and SalesForce have all been tested and found to be clunky, slow, expensive and often much too complex for agencies’ lead management. Happy spring cleaning of your data and getting organised!
If you’d like a helping hand from The Future Factory team, please get in touch.