Sales Lead Tracking Software
Sales Lead Tracking Software
Author
Discussion

johnbear

Original Poster:

1,568 posts

266 months

Thursday 2nd April 2009
quotequote all
Can anyone recommednd some sales lead tracking CRM software that's web based from a small firm.

I need it be able import leads from websites or manual entry, customise the lead soucre, add a rating, attached pdf quotes, add actions and have a work flow funnel.

Kermit power

29,622 posts

244 months

Thursday 2nd April 2009
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Did you mean to say from a small firm, or did you mean for a small firm?

groomi

9,331 posts

274 months

Thursday 2nd April 2009
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Microsoft Outlook Small Business does all that stuff - I'm trying to be disciplined enough to use it.

clarkey

1,430 posts

315 months

Friday 3rd April 2009
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I'd suggest Sage CRM, you can register for a free trial here: http://www.sagecrmsolutions.com/

chris.mapey

4,778 posts

298 months

Friday 3rd April 2009
quotequote all
How about Salesforce?

Used it in various jobs - easily customisable & scaleable.

Have a chat to them, and a free trial and see if it suits.

You can access it from web, email, SMS & dedicated DingleBerry app as a bonus!

HTH

roadsweeper

3,790 posts

305 months

Friday 3rd April 2009
quotequote all
Some options:
1. Microsoft Dynamics CRM
2. SugarCRM
3. Sage CRM
4. salesforce.com