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Searching for simple CRM for a one man business

Tags: integrations

Dec 8, 2017 at 11:03am • 3 replies • 0 likes

scott-woodruff

I just converted from Grass Hopper to Ring Central Mac Desktop. Everything is good.

However I use a (Insightly) CRM that does not play with RC.

What is the simplest CRM that will allow an incoming call to link the phone number to the record, so I can log the call.

I don't currently use the sales pipeline funnel, only the contact and orgranization data.

Integration with QBO and Mailchimp is desirable.

Salesforce is ruled out, at $100/m and way to sophisticated.

Scott

Scott@TentOX.com

3 Answers

jenny-honey answered on May 1, 2019 at 1:29pm

Hi Scott,

We are in a similar situation. Did you ever find a CRM?

Jenny

bjsvec answered on Dec 8, 2017 at 11:19am

You may want to look at https://www.prosperworks.com I understand it plays very well with RingCentral and also Google G Suite/Gmail if you use those.

I use HubSpot CRM and it is very nice and free. You can use Zapier for some integration between RingCentral and HubSpot that may work for you too.

scott-woodruff answered on Dec 8, 2017 at 11:19am

Side note, at age 64, integrating computer/telephone/customer data across programs can be daunting.
If I could find an individual who wanted to Tudor me for an hourly fee, who's skill set matched my requirement, I would gladly use the training.
Integration involves - I use Mac (Macbook, Iphone, I contact, Icalendar) Mailchimp, Quick books and Ring Central. And our mail is hosted by Gmail. The more seamless it is between many, the easier my job to sell and service customers.

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