Home Forums Get productive Which CRM software should i be using Reply To: Which CRM software should i be using

  • Total posts: 8

Sorry, I’ll try to be more clear.
I’ve looked around online and tried to do as much research as i can but all the information seems to be extremely vague (must like your reply)
Which is why I’ve posted here, in hope someone has some great advice from experience.
Basically i want a system which

  • I can keep for the life of my business (hopefully) and by this i mean a product which is continually updated and improved, which is scalable so as my business grows the software is still compatible
  • Ease of use and easy to learn
  • Allows me to have all my customers contacts easily on hand, as well as some analysis tools for tracking what
  1. Areas my leads come from (suburbs or towns)
  2. Average price of the quote
  3. Average win price etc
  4. Have inputs for following up on quotes such as quote expiry dates etc

I’m also open to advice on what other features i should be looking for.
Currently I’m just logging things with files and spreadsheets which obviously isn’t ideal