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by hunglee2
4223 days ago
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A well designed Google Doc is a legit contender for low volume (say couple hundred records)CRM requirement. Its on the cloud, can support multiple users, you can track history (use columns are stages in the funnel) and you don't have to learn it. Perhaps most importantly, you can import / export your data at any time - making it easy to migrate to a better system later on as your project grows, or put it into mail merge software like Mailchimp (can also do this with Yet Another Mail Merge Google Docs Add-on) Failing all that, try one of these.
http://list.ly/list/9qA-hungs-tools-for-biz-dev-crm?feature=... I've tried most of them, and have settled on Insightly - a google app that has a stripped down interface, but can support tens of thousands of records and can support multiple tags. Also has a (poor) social aggregator, which is a nice-to-have-soon-to-be-standard feature on modern CRM's. Its not perfect, but I like it because it doesn't do much. Most CRM's suffer from feature creep and end up producing an ugly, confused UX which intimidates anyone but a masochist. Ping me if you have any questions. PS: I'm a CRM masochist |
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