[_k]

I took a quick look at it because I will be in the market for a crm system. A question I have is whether it's possible to add contacts to a campaign so it's easy to see the results per campaign.

In terms of offering more products without making it look like a tiered system. If it's invoicing, it's perfectly fine to add that as a feature we can pay for. Lots of SMBs already have their own invoicing system. They know it's something separate. Just give it a name, a different color and sell it as a feature. I think I would like a to-do list as well. Not all contacts buy the same thing but some do, I want to automate it a little bit, so it's a step by step approach that I can go through. Give me a list that I can easily copy to other projects and easily change. Not sure if Basecamp offers something similar. Add it to the crm system as a feature and charge me for it. Sounds fair to me.

[the_bear]

Thanks for checking us out! There are two different options if you want to track campaigns. One would be just make a "Group" for each campaign, and then add the appropriate contacts to the group. Very soon we'll be adding the ability to filter the pipeline reports by groups, so that should give you what you're looking for.

Alternatively, you could add a custom field to a pipeline (pipelines = leads for most people) which would track the campaign. It could be a text field or a dropdown list depending on how many campaigns you're running.

As for the task management, it's not quite the same, but you can add a checkbox list to the lead pipeline to track which tasks you've completed. We also have more task functionality coming at some point, but not in the near future unfortunately.

Thanks for the feedback on the pricing. Our reservation with charging more for each feature is that while it's very fair, it seems kind of complicated to some people if they have to pick and choose every single feature they want to pay for. Many of our users love how easy it is to understand the price. What we were considering was offering two products: CRM, and "everything else". So you decide whether you want all the extra stuff (invoice, project management, etc.) or if you just want the CRM, and there are just two prices (probably $10 and $25). I like that model, but it seems a lot like having pricing plans which is why I'm not 100% sold on it yet.