Such a thing as a free CRM?

Such a thing as a free CRM?

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Discussion

AB

Original Poster:

16,988 posts

196 months

Sunday 26th June 2016
quotequote all
Recently started a new business venture and whilst Excel works ok for keeping track of leads, I'd like something cost effective to help is stay organised.

Don't mind paying in the future but right now we're trying to keep costs to a minimum.

Any ideas? Just need something simple to begin with to keep track of last contact, upload any files and perhaps set tasks for staff - I have 5 employees at the moment.

AB

Original Poster:

16,988 posts

196 months

Monday 27th June 2016
quotequote all
Thanks, I'll have a look at it.

A friend of mine recommended Zoho which I've taken a look at. My issue is that a couple of my guys struggle with technology so I want them to be able to keep on top of leads and opportunities in a way that I can keep track of i.e. NOT on bits of paper in their pockets.


AB

Original Poster:

16,988 posts

196 months

Thursday 15th December 2016
quotequote all
Went with HubSpot in the end and it seems to work for what we need.

But ultimately I'm tied in when we need more than what the free stuff can offer us.