CRM

Recommendations for a cloud based CRM program for a small app company?

Bill Warner Consultant

July 26th, 2015

We are a small start-up building a sales force by geographic territory to sell our app to numerous organizations. We would like to find a cloud based CRM program to track leads by territory with a metric to estimate the probability of closing. It should accommodate a dozen sales people for now and be scalable for the longer term and priced accordingly - ideally under $50/mo to get started. Interfacing with Quick Books would be nice, but not essential.

Ed Jeffers MD at EDGE +

July 26th, 2015

ZOHO, Cheap and easy to use. Regards, Ed Jeffers 0404 835 176

Steven Benson CEO of BadgerMapping.com - The Best App for Field/Territory Sales

July 26th, 2015

Hi Bill, are your sales reps selling over the phone or are they selling out in the field. If its out in the field, our app the Badger Map could be perfect for managing the territory.

We don't interface with quickbooks though. 

Lucas Jaz

July 26th, 2015

Tons of good discussions on this topic already (good to follow it >> http://members.founderdating.com/discuss/topic/Crm) 
Here are two specific ones 
http://members.founderdating.com/discuss/1880/CRM-Suggestions-Simple-scalable-effective-Salesforce-alternatives
http://members.founderdating.com/discuss/1703/What-are-the-best-CRM-systems-for-a-small-startup-or-business

Jayson Elliot UX Director - consultant at Salesforce

July 26th, 2015

We're currently using FreshDesk for customer support, and it has some CRM functionality. Up until now, we've been using a custom Filemaker solution that was cobbled together in-house.

However, HubSpot Free CRM looks like a very good and capable version of their more powerful paid service, and we're going to evaluate it over the next couple of weeks to see if it's a better solution. http://www.hubspot.com/products/crm

Richard Salerno Vice President at Stealth Mode StartUp

July 27th, 2015

Been using ZOHO. Very easy to configure, much cheaper than Salesforce, and has a tremendous amount of built in functionality.

Nathan Terrazas

July 27th, 2015

Check out https://www.pipedrive.com/

Kind of like Trello meets Salesforce...

Imran Nazimuddeen Chief Consultant at Stamford Advisors

July 26th, 2015

Hi Bill, You can check out Freshoffice. Warmest Regards, Imran Nazimuddeen 105 Cecil Street The Octagon, #18-19 Singapore 069534 Tel: +65 6871 8911 URL: www.StamfordAdvisors.com This email and any files transmitted with it are confidential and intended solely for the use of the individual or entity to whom they are addressed. If you have received this email in error please notify the system manager. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of the company. Finally, the recipient should check this email and any attachments for the presence of viruses. The company accepts no liability for any damage caused by any virus transmitted by this email.

David Sr Cloud-First AI Deep Learning Video Security Executive

July 26th, 2015

Bill,
I have been researching nearly all reasonable CRM's out there to implement for my full time job... that research had put me in touch with what is now my partner in a new venture to fork our own CRM. We have a cloud based CRM, but it doesn't exactly fit your need, it's a bit heavy.

The best fit for you are the folks at NutShell. www.nutshell.com
It's very lightweight, has geographical distribution, a simple to understand and intuitive setup.

Their mobile apps is the best for what you're seeking. Nothing I have tried comes close to how light it is.

When I first tried it it was $15/user/month. Now it's $20, and worth every penny.

Take a trial run at their website you'll be impressed. They have a service model much needed in today's cloud - it's easy to get someone on the phone, chat, or email reply.
They're simply a pleasure.

Even though we have created our own CRM I plan to use Nutshell until we need our own heavier solution, and of course sign up as a reseller for their CRM for our clients that it fits well, like you and me. :)

Best of luck!
- David Monk Sr.

David Sr Cloud-First AI Deep Learning Video Security Executive

July 26th, 2015

I just signed up at nutshell...  they gave me a referral code that is worth $60.00 for you in credit if you sign up for a paid account...  That's three months free plus the first month trial.  :)
Private message me I'll email it to you.  Don't want to look like a spammer here.

Clifton Berry Co-Founder, Clifton Charles, Inc.

July 27th, 2015

I agree with Nutshell. Did the trial, signed up for it, and it is already an essential business tool. It's completely customizable so you can "tailor" it to suit your needs...