Question

Searching for simple CRM for a one man business

Forum|Forum|8 years ago
December 8, 2017
3 replies
177 views

scott-woodruff
New Participant

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

B

bjsvec
Known Participant
Forum|Forum|8 years ago
December 8, 2017

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.

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S

scott-woodruff
Author
New Participant
Forum|Forum|8 years ago
December 8, 2017

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.