Specific CRM needs
Hello all.
If those of you that are familiar with the features and editing of features of these CRM’s I need assistance in finding an ideal one that meets my small businesses needs.
My system currently works with PDFs, and Word docs alongside logging Accounting in Excel.
I need a CRM that allows me to implement the lead/client process, ie: lead->emailed->replied->documents sent->proposal->invoice
It’s a simple process that can continue with this system but recently my advertising has delivered an overwhelming amount of inquiries and I’d like to implement not so much of an “old school” system and be up to date with a adequate CRM.
I’ve been browsing through CRMs and they are tideous with features that I don’t need.
Any recommendations?
Thank you :)