Question

Getting a new CRM

Ok, so we decided to get a new CRM. We had ACT v18. We moved to InfusionSoft. Now, we are looking at ZOHO.

But the boss only hears from consultants who like a specific solution, so he wants to hear from people who actually USE a CRM system. Tell us what ZOHO is like. Tell me if you used something else as well, and which you prefer.

Not looking for another "expert" --- looking for someone with their hands on the wheel who can tell me how the thing drives.

(We are in the financial services business; we have investors and those hunting for investors. We get proposals from mortgage brokers for mortgages. We own property that we rent out. So we have lots of different data sets. We need to do marketing, both online and offline, plus statistical analysis of broker activity. Simply: we need it all - but do not want to pay huge monthly fees, or get five systems to do all these things we want.)

There you have it.

I am eager to read your opinions.

PB

Discussion is locked

Follow
Reply to: Getting a new CRM
PLEASE NOTE: Do not post advertisements, offensive materials, profanity, or personal attacks. Please remember to be considerate of other members. If you are new to the CNET Forums, please read our CNET Forums FAQ. All submitted content is subject to our Terms of Use.
Reporting: Getting a new CRM
This post has been flagged and will be reviewed by our staff. Thank you for helping us maintain CNET's great community.
Sorry, there was a problem flagging this post. Please try again now or at a later time.
If you believe this post is offensive or violates the CNET Forums' Usage policies, you can report it below (this will not automatically remove the post). Once reported, our moderators will be notified and the post will be reviewed.
Comments

CNET Forums

Forum Info