CRM · Customer Acquisition

What tools do you use to keep track of your users, vc's and other contacts for your startup?

Maria Brandt

June 2nd, 2015

What tools do you use to organize contacts and information about your customers, VC's, referrals and other important contacts?
I would like the mobile version, as usually, I get information on the go about possible contacts. Linkedin doesn't work for this, since I can't cluster the contacts by segments for my business.
I would appreciate any leads, specially for free or low-cost tools.

Craig Conlee

June 2nd, 2015

Salesforce. It's easy. All the other are similar but with different color buttons. 

Alison Lewis CEO/Creative Director

June 2nd, 2015

I can't help it. Sales Force for non-salesy people trained in it is not easy at all. ​It's old style (looks 2001), poorly made, strange hidden behaviors for non sales people, expensive, and you have to do all these add-ons to get what you want. Spent 2 weeks on it and ran away to RelateIQ, which integrates directly into Google and autotracks all your communications. Then RelateIQ got purchased by SalesForce, so it's been upgraded to do pipeline and some other key reports, but kept it's good design.

Maria Brandt

June 3rd, 2015

Truly thankful for the insights.
Terri: since you created Archively: how many of notes can I add to a contact?
Few notes about these technologies:
- They are either focused for recruiting or for sales pipeline. Archively and Loxo focus on profile, and resumes, and therefore actions related to recruiting .
- W5Templates, RelateIQ, Ondigo focus on sales pipeline.  Ondigo seems to be only mobile. Love the colorcoding of Ondigo to quickly differentiate clusters, but I don't see a contact summary version (similar to what archively has).
-Zaelr seems to be a messaging app, and I don't see how I can use it.
-I am also looking at evernote, which allows me to organize notes per contacts. Specially attractive is the premium version ($50/year) , where I can edit pdfs, create slides and organize emails by contacts looks powerful (but I won't have a pipeline about customer responses).
- Insignthly seems to be a CRM tool that focuses on customer communication. they also have a contact and project tool. The free version works for 2 people.

As a startup, I need a way to organize communications with customers, user feedback, pain points, potential vc's.  Thus, it is truly important to have: list of contacts easily classified in clusters, but also have ways to expand notes, and categorize such notes as: pain points, opportunities, nice to have, import to a to-do lists, etc.

So far, I am inclined to use evernote, archively (depending on limits for # notes) or insightly. 
Let me know if you have more comments.

Perri Gorman Founder of Archively & UnrollMe

June 3rd, 2015

So Maria - Archively is pitched for recruiters but I can show you hot to use it for all of the things people you need and unlike Evernote, it is specifically designed for people.  We use it to track customers, candidate pools, investors, user feedback, sales pipeline - everything.  The grouping is extremely flexible.

You can add as many notes as you want and attachments and projects in the $88 a month version.  Let me know if I can help further.

Cheers
P

Eric Levenson

June 2nd, 2015

RelateIQ is what a lot of people use but it ain't cheap by any means

Alison Lewis CEO/Creative Director

June 2nd, 2015

RelateIQ and love it.

Stephen PMP Project Management Professional

June 2nd, 2015

As mentioned, though it works, RelateIQ is pricey - which is exactly what you were trying to avoid per the end of your question.  My suggestion is Ondigo.  Very simple, built specifically for mobile devices, and oh yes, free.  :)

I use it. It rocks. 

Cheers!

Karl Schulmeisters CTO ClearRoadmap

June 2nd, 2015

FreeCRM.com works for us.    Free for initial use.   We'll look at Salesforce and MS Dynamics cloud versions when we grow enough that we need features like "Campaigns"

Kristi Mark President/Owner - Symbolon Partners

June 3rd, 2015

Loxo, www.loxo.co, is an easy to use, reasonably priced database management system for recruiting/hiring.

Stephen PMP Project Management Professional

June 3rd, 2015

For the record, I also loathe Salesforce.  Yikes.