What are /r/CRM's favorite Products & Services?

From 3.5 billion Reddit comments

Depending on your needs I would look into HubSpot (because I feel like their free version offers far more than free versions of other CRMs), Notion (free for personal use and very affordable team plan) and, my personal favorite, eWay-CRM (Outlook integrated very professional, fully customizable yet affordable).

All of them have pros and cons and you'll likely need some time trying out different options to see what works best for you and your workflow.

HubSpot wasn't exactly my cup of tea, Notion is something I use daily for my personal, but not for work life, and eWay-CRM turned out to be such a great and affordable tool that I can no longer imagine working without it. If you end up having any questions about it, I definitely recommend taking advantage of their sub r/ewaycrm.

Better look at more reputed platforms like Capterra and G2 as they have a ton of reviews on the free tier.

Check out EspoCRM. It's an open-source solution that can satisfy your needs. With the workflow feature, you will be able to automate the email sending for the anniversaries and b-day emails as well. It can also be integrated with your mailbox, Google contacts and calendar, Mailchimp, etc.

I suggest Zoho CRM. It's very easy to use Zoho CRM. You can create task, appointment and reminders with superb ease. All reports can be monitored seamlessly. The learning curve to use this software is very short. I can make my Team work from Day One. If you want to see more CRM for your company, I found a list. http://www.softwaresuggest.com/crm-software May it help you for finding right CRM.

Two options (Note: I am part of the team that created both the apps)

1. Rolo (https://play.google.com/store/apps/details?id=com.netmine.rolo&hl=en) - Works independently. You can sync to your google account and get your contacts. From then on you can write and track call notes. The call notes popup during a call. What's missing: You cannot coordinate between the three of you.

2. RoloCRM (https://play.google.com/store/apps/details?id=com.netmine.rolo.crm&hl=en) This may work for you.

   • Works with ZohoCRM as the backend (we are planning to add more soon). You can set up a free account and add your colleagues to a team.
   • Upload your customer list to Zoho. From then on. You can track calls and SMS messages to your customers.
   • You can also write notes after a call and so on.
   • Whenever you are on a call with a client, we throw up a chat-head-like badge on the screen. Tapping that will bring up client history.

Both apps have a built-in support chat that the founders handle. Feel free to reach out if you have questions.

If you're looking for a flexible tool, actually a flexible connected suite of tools, I vividly encourage you to test our solution: Zenkit Suite.
You'll find all you need in here; https://zenkit.com/

Please let me know, we'd love your feedback.

I notice most replies here are people arguing with you that cloud is better so I thought I would actually give you a potential solution, Essential PIM. :)

It can work entirely off the cloud and offline if you want.

You could try using Notion. It's not exactly a CRM, but you can use it as one (for small business purposes) and it's free. I use it for my personal life mostly, but I've seen people use it for their business as well.

Alternatively, if the CRM would have only one user, I'd recommend looking into the free version of eWay-CRM. I've been using it for a while now and it's a truly great CRM that integrates with Outlook. There is a free version, which, if I'm not mistaken, has everything the paid one does, but you can't customize it and only one person can use it.
Hopefully one of these will do the trick.

Airtable will let you build your CRM the way you want to. And you can use Zapier to automate things like notifications.

I do a lot of coaching and consulting around task management and CRM tools, so feel free to reach out if you have questions about developing this in Airtable.

Typeform integrates with Zapier which makes it easy to set up automations to push your responses to a spreadsheet or CRM. Any CRM that is simple to use and integrates with Zapier should work nicely for you!

More info: https://zapier.com/apps/typeform/integrations

Sample workflow:

1. Incoming response in Typeform
2. Push response to CRM
3. Send email response and score contact

I've setup this many times for the CRM I'm building, Wobaka. Let me know if you have any questions about it :)

Hello,

This is a solid choice.

https://zapier.com/apps/makesbridge/integrations/typeform/40940/create-makesbridge-subscribers-from-new-typeform-entries

Send contacts to Makesbridge via auto sync from Google Drive or Zapier.

I’d recommend Zapier because GDrive syncs are more suited for bulk transfers from Sheets and Contacts.

You can set your business rules for MQLs and SQL criteria with Makesbridge filters based on just about anything. Slice and dice by any data set.

Makesbridge integrates with Gmail, so you can send directly from your teams’ own email accounts. Or your can use their mail service and auto merge your reps email addresses as the from address.

With its Zapier connection you can also test direct mail and sms.

Likewise you can automatically remove people who set meetings with your team.

r/saashups community members can package and post a flow for you in about 10-30 minutes after picking up a request at no cost.

It may be worthwhile to explore eWay-CRM. http://www.eway-crm.com

Much like yourself - we also live inside of Outlook and turn it into a CRM tool for your team.

We also have mobile and web apps for users working in the field. And our PowerBI sales dashboard gives you the deep reporting that you're likely looking for.

Check out BOAST.

Has CRM and projects, expenses, case management, doc storage all for much less than the $70 a user you would pay just for CRM.

https://calendly.com/meetboast/analysis?month=2021-03

BOAST would love to try and help you. We take a more hands on service approach than most to configure a workflow that works for our clients needs.

Schedule a call/demo using this link:

https://calendly.com/meetboast/analysis?month=2021-03

Hi Rafael,

I work for a PRM (Professional Relationship Management) software called Levitate. Our website is levitate.ai for your review. Do you have 30 minutes this week or next, for a quick demo?

Feel free to use this link here to book a time that works best for you.

Ben

Mmm, If you have access to a techie you could do your own install of SugarCRM https://sourceforge.net/projects/sugarcrm/ Some hosting companies also provide a one click install of it like https://www.blacknight.com/pre-installed-software.html

Hubspot isn’t bad either. In my experience, Salesforce is a bit more holistic in terms of end to end processes.

G2 is a good resource to see objective data.

https://www.g2.com/compare/hubspot-crm-vs-salesforce-crm

How about using BuzzFlow, the Visual CRM

It can, * Transform current manaual processes such as order tracking in to automated workflow based system and track important information

• maintain member, company and contact details database

• tracking event organizing work, projects and other workflows

• dashboard shows a snap shot of current state of work

• history of all the current projects/activities and related information such as emails/files will be maintained for future references

• Very good tool for collaboration within the team and use reminders to get you reminded of important deadlines, etc

• Management of the organization can stay up to date of operations and provide valuable input from anywhere in the world

sign-up with Google apps account as it's tightly integrated with Google apps and lives inside Gmail too

Are you working with Free or Paid Gmail, If Yes, I would suggest you to take a look at BuzzFlow (Small Business CRM for Gmail). - http://www.buzzflow.io.

It is,

• User friendly
• Truly web based
• FREE FOREVER (yes, for limited amount of users) and
• Tightly integrated with Email

It's an intuitive but effective CRM for SMBs and is baked in to your Gmail inbox. It's a fact that most of our communications happen over email. Therefore, tagging such emails to your Leads is just a click away.

BuzzFlow additionally is capable of handling other functions such as,

• Project Management
• Help Desk
• Tracking debtors
• and you can create your own customer App/Workflow
  

It also saves time by keeping you inside the inbox for your CRM. You will never have to switch between different portals or windows again.

BuzzFlow is collaborative. Additionally it has the following features,

• Story and Comments - to keep history of your Leads and collaborate with the team
• Tasks - to delegate work
• Reminders - to get reminded on important calls or deadlines
• Files - store everything related to a Lead
• Email tagging - All the correspondence related to the Lead are stored
• Custom Fields - Most importantly, customize the CRM workflow to suite your needs

Are you working with Free or Paid Gmail, If Yes, I would suggest you to take a look at BuzzFlow (http://www.buzzflow.io). It is,

• User friendly
• Truly web based
• FREE FOREVER (yes, for limited amount of users) and
• Tightly integrated with Email

You can,

• Log customer information and even make comments internally
• Assign Tasks
• Attach files
• Reminders - to get reminded on important calls or deadlines
• and even customize the workflow very easily for your needs

Good luck!

Hi

With over a dozen CRM solutions available it's not easy to make a choice. Each solution has its pros and cons when compared to another. Some are outright expensive to be even considered by a small business.

Based on the requirement mentioned I would suggest you have a look at Close

Look into InStream.io. It's not designed exclusively for the IT branch, but if you're open to suggestions I recommend you check out its features at http://instream.io/en/features/. Good luck in your search.

Look into InStream.io. It's a cloud-based BRM (Business Relations Management) platform which both offers an address book, within which you can also classify and group your contacts according to your needs, and suggests the client or business partner you most possibly have best relations with on the basis of your communication history.

It does integrate with Outlook and (as an added bonus ;)) automatically downloads all your conversations without you having to manually copy and paste them like you would with regular CRMs. It also offers integration with phones and social media accounts, in case you need to keep track of those connections as well.

It's very coherent and easy to use due to its simple layout; you can also try out a YouTube tutorial at https://www.youtube.com/watch?v=ne9N0KmUFP8 to see what it looks like.

If that sounds like something you would be after, check out http://instream.io/en/features/ for a broader outline.

Good luck in your search!

There is a platform that has most (if not all) of the characteristics you're looking for. Check out InStream.io, here's a few main features that may prove particularly useful for you:

• Calendar, Follow Ups and Notes available for each individual contact or company,
• stores your data in customized groups and categories you create and adjust according to your needs,
• allows large emails and multiple messaging to chosen clients,
• guides you through all stages of a sales process,
• creates automatic reports, downloading your email, phone and social media data ruling out human errors, improving organization and saving time,
• has complete profiles for each seperate client, both for data storage and tracking communication history.

Look into http://instream.io/en/features/ for more info on how it can profit your company.

There's a free 14-day trial available, though the regular price for you would be extremely affordable anyway given you're a small company. Good luck!

Look into InStream.io. It does have all of the features you've mentioned, the whole system is integrated within all computers in a company so you not only interact with clients, but also with your colleagues, in real time.

It's not expensive at all, and you can get a free 14-day trial.

Here's an article outlining its stream features, probably the most useful ones for your case: http://instream.io/en/stream/. Good luck!

I use Hubspot at work. Unfortunately, there is no Facebook integration but Twitter monitoring works really great. I also like that it has many other integrations, for example with Survicate, since we make a lot of website surveys. It is a great integration - Survicate has a free subscription plan and free 2-weeks trials of other plans. You can learn more about this integration here: https://survicate.com/integrations/hubspot-survey/ What I also like about Hubspot are email reports which in our case are sent daily. You may, of course, change the frequency of the reports or completely unsubscribe.

Airtable would be a flexible way to do this as you can customize it any way you want: https://www.airtable.com/templates/search?q=CRM.

You can also try Streak if you use Gmail/Google Workspace: https://www.streak.com/features.

Your requirements are too generic and any "CRM product" should be able to fit the bill.

Check out something like https://www.streak.com/for/hiring-ats-inside-google-gmail - if you can get over the UI weirdness.

If you are looking for a more traditional record keeping experience, check Hubspot and Zoho CRM. Both are easy to use and powerful to scale much beyond your requirements. You could use clicks to configure simple automation (e.g. update 'last active date' on contact when a new note is created against the contact). I suggest you use Contact, Activities to record data that you have outlined here, and use Notes for more unstructured data as you see the need in the future.

If I understand correctly, their opensource/free/downloadable version doesn't allows Gmail access; as per this page: https://www.vtiger.com/cloud-vs-open-source/
Or am I missing something?

SalesForce World Tour Live - April 24th, 2014 - http://www.salesforce.com/events/details/sf1wt14-chi/soc-live.jsp?r=http%3A%2F%2Ft.co%2FG3aULbqskf&r=http%3A%2F%2Ft.co%2FG3aULbqskf&d=70130000000lh5E&s_tnt=68010:1:0

Check out EspoCRM. It's a nice, open-source solution with a free real estate extension. The software allows manage leads and contacts effectively, automate the creation of follow-up activities and schedule sending of reminder emails based on some previously specified criteria. It also provides the ability to automate marketing and get analytical insights into the effectiveness of your business.

I'd recommend trying EspoCRM. It's open-source, customizable, and easy-to-use. The platform has a lot of features that allow managing relationships with customers, automate the generation of leads, track calls, meetings and tasks, add pictures and photos to customer profiles, etc. Apart from that, you can use its reporting features that allow you to see the performance of your teams and get valuable insights into the effectiveness of your business strategies.

Check out EspoCRM. It's an intuitive, free, and easy-to-use solution. The platform offers a wide range of features for managing relationships with customers, monitoring the history of interactions with them, and keeping track of sales, marketing campaigns, and support cases. Moreover, the system can be integrated with a lot of third-party tools via API (Google/Outlook Contacts & Calendar, Mailchimp, Google Maps, VoIP, etc.).

I think you should try EspoCRM. It's an open-source, customizable solution that I believe will satisfy your needs. It's pretty easy to navigate as it has a simple and intuitive interface. The platform provides a vast range of features for managing your sales. It allows to automate quote and invoice generation, track payments, monitor the progress of each deal, and gain insights into the effectiveness of your business with reporting tools. Aside from that, the platform gathers all the info about your customers and prospects in one place (including the history of calls, emails, meetings, tasks, various documents, etc.).

I'd recommend you to check out EspoCRM. It's an open-source, free, and customization-friendly CRM solution. The platform works perfectly for managing the interactions with customers, monitoring the progress of deals, automating invoice sending, and generating leads from the web form on your site automatically. Besides, you can easily integrate the system with Google/Outlook Contacts & Calendars, Mailchimp Campaigns, VoIP providers, and your mailbox to keep the data synced across the various platforms you use.

Try EspoCRM, an open-source and free solution. The solution works perfectly for automating sales processes of your company. It allows to automate quote, sales order & invoice generation and sending, customize the sales cycle to the needs of your business, monitor the progress of each sales opportunity and the overall performance of your sales team. It's also easily integrated with Google or Outlook Contacts & Calendar, Mailchimp, Telephony providers, mailboxes, etc. to keep the data synced across the various platforms.

I think EspoCRM can satisfy your needs. The platform can be integrated with your mailbox, so you can automate the follow-up emailing by creating templates for the letters and setting up workflows to automatically send these follow-up emails after 30 days, and after 60 days passed. The basic version of the platform is free, and the software has a really simple and easy-to-use interface.

If you're looking for a budget-friendly but effective solution, check out EspoCRM. I think it may satisfy your needs. The platform syncs your email communication with customers and relates it to the relevant contact or lead records within the system. It also offers the ability to organize tasks and manage different projects. Of course, the system has some features designed specifically for sales teams, but you can easily disable them if you don't need them.

If you're seeking a cost-effective solution, check out EspoCRM. The platform is easy-to-use, flexible in terms of customization and feature-abundant. It offers a lot of free, out-of-the-box features for improving your customer support and services including email-to-cases, self-service customer portals, knowledge base and case management. Apart from that, the platform provides powerful tools for gaining insights into the performance and effectiveness of the company.

Check out EspoCRM. I think it can satisfy your needs. The platform is open-source and free for on-premise deployment. It provides a lot of features for managing interactions with companies, customers, leads, and suppliers, and you can assign a contact to several various companies (it's not a problem).

I'd recommend you trying EspoCRM. It is open-source and free. It provides a lot of features for managing client data and storing the history of your communications with them. The platform can be easily adapted to the specifics of your sales cycle and helps to boost the efficacy of sales and provide superior customer service. The system can also be used for the automation of routine business operations and improvement of your marketing strategies.

Check out EspoCRM. It's open-source and free for on-premise deployment. The platform offers a lot of features for managing customer interactions on the go, storing various kinds of customer data and tracking the progress of your deals. It can also be used as a powerful tool for planning your workday, as you can schedule there all calls, meetings or tasks and the system will remind you about them so that you won't miss anything important.

Check out EspoCRM. I think it will satisfy your needs. The platform allows to automatically capture leads from your website after a person fills in the web form. Then, you can configure a workflow for sending the emails when the status field is updated and create the standardized email templates that will autopopulate the needed data into these emails.

I'd recommend trying EspoCRM. The platform is open-source, free for on-premise installation, and easy to use. It offers lots of features for creating marketing campaigns. The software allows the creation of personalized templates for mass emailing, including opt-in/-out links, tracking URLs in the emails, creating target lists for segmented email campaigns, etc.

Check out EspoCRM. The platform is open-source and feature-rich. It offers really nice set of built-in features for sending mass emails, including opt-out links and monitoring the campaign statistics (how many leads were created, how many emails were sent, how many emails were opened, etc.).

EspoCRM may be a nice option to consider. It's free and easy to use. The platform offers a range of tools for managing marketing campaigns. The software allows sending mass emails, including opt-in/-out links, tracking URLs in the emails, creating target lists based on the results of the campaign, and monitoring the campaign statistics.

I'd recommend trying out EspoCRM. It is an open-source application that has a user-friendly and intuitive interface. The platform offers a wide variety of features for contact and lead management, sales cycle and marketing automation, and customer support. It can be integrated with your mailbox, Google / Outlook contacts and calendar, Mailchimp campaigns, etc.

EspoCRM can satisfy your needs. It's open-source, easily customizable and user-friendly. The platform can store any kind of customer info (including various types of attachments) within one record, it has Google/Outlook calendar integrations, and it can be used to automatically generate and send sales orders, quotes and invoices.

Check out EspoCRM. The platform is open-source, customizable and it can be integrated with the other apps via REST API. It is also easily integratable with the mailboxes, Google and Outlook Calendar & Contacts, MailChimp, and VoIP telephony, which allows businesses to keep data synced.

Check out EspoCRM. It's cost-effective and customization friendly. The system is easily integrated with any mailbox you use and offers tools for the mail merge. Apart from that, it will definitely provide you a lot of useful features for contact management and sales automation if you'll give it a try.

Check out EspoCRM. It's an open-source, free solution that can satisfy your requirements. The platform provides the ability to automatically capture information from web forms and then update or create records. Apart from that, there are a lot of features for contact management, team collaboration, and automation of communication within the organization.

I'd recommend trying EspoCRM. It's a nice, open-source solution that can be used for your needs. The basic version allows you to effectively organize the data and add as many fields as you need to store even more information about your network. Besides, the interface of the platform is user-friendly and easy-to-navigate.

EspoCRM can do that for you. It's free for self-hosting. The platform offers a pretty nice mass email functionality including creating various types of campaigns, email templates, inserting tracking links and links for opting out. Just try and see it for yourself.

I'd recommend giving EspoCRM a go. We use it for our small company, and we are 100% satisfied with it. The platform is free for self-hosting and cost-effective if you prefer the cloud version. As for your requirements, the software has quite fast learning curve, can be customized to fit your needs, and offers the ability to sync emails and automate sending replies or some templates according to the previously specified conditions.

We use EspoCRM. Open-source and free for self-hosting. We use the platform for managing our own small e-commerce company, and we are content with it. The solution has a kanban view, has a mass email feature to send campaigns, and can be easily customized if there is a need.

I'd recommend trying EspoCRM. It's free, flexible, and intuitive. The platform allows adding as many fields as you need to store the information you need, can send b-day cards, and be used as a powerful time management tool. In case you'll further need it for some business purposes it can be easily configured to fit your business needs.

Of course, it's more reasonable to manage all these within one platform. If you're looking for a cost-effective and at the same time feature-rich solution, you may try EspoCRM. It integrates with your mailbox, Google contacts, and calendar, so all the info will be synced and kept in one platform.

If you are looking for an option with a wide range of customization abilities, it's definitely EspoCRM. It allows adding, editing and arranging fields, panels and modules the way you want directly through the user interface, without the need to code. BTW, the software is free, so you test it anytime.

I'd recommend trying EspoCRM. It's open-source, free, and customizable. The platform has numerous features that will make your work a lot easier when it comes to customer and deal management. We've been using EspoCRM for two years already and it works perfectly for our needs. You can try it out by registering for a free trial or using the live demo.

We use EspoCRM for two years already and so far we're satisfied with the functionality it offers. Easy installation, fast onboarding, and lightning performance. It allowed us to automate a lot of routine, administrative processes. The thing that was useful for us is that the platform is flexible in terms of customization enabling you to add as many custom fields or entities to store the customer data as you need.

Check out EspoCRM, I think it may be a nice option for your business. We use it for managing our customers, leads, and deals. The software allowed us to automate lead generation from our website and streamlined routine operations such as the creation of the follow-up calls, tasks, sending of auto-replies, etc. You can register for a free trial to test-drive all features of the platform.

I think most CRMs satisfy the needs mentioned in your post. You can customize your instance and store any kind of info and notes about your client. We have tried various CRM solutions but ended up choosing EspoCRM for our company. I can say that it's one of the most flexible platforms we've used. There, it's possible to add as many fields and modules to store the customer data as you want. Just test-drive it and see it for yourself.

EspoCRM may be a nice option for your business. It is highly flexible in terms of customization. You can add as many fields to store the various types of info (notes, attachments, photos, etc.). It also provides nice search tools so finding a needed record either by typing or according to specified criteria is not a problem either. By the way, the basic on-premise version is free.

EspoCRM is a good alternative. My company uses it for a year already and it's one of the best solutions we've tried. Simple interface, easy integration with third-party apps via API, perfect email campaign management with statistics and a lot of features for business process automation. I think this platform will meet your requirements too.

EspoCRM might be a perfect option for you. Easy onboarding, simple & user-friendly interface, flexible in terms of customization, and supports more than 20 languages (including translation into Ukrainian and Russian). If you want to test-drive the platform in the preferred language, you can check their live demo or register for a free trial.

I believe you need it. The CRM software can turn things around for you. It will bring order and structure into your customer data, you'll always be informed about the upcoming tasks, calls, and meetings, etc. On top of this, it will save you a lot of time by automating a lot of routine operations such as sending birthday emails, creating follow-up events according to the specified criteria, generating reports to see the effectiveness of your business, etc. In the event you decide to test-drive a cost-effective and flexible solution, you can check EspoCRM.

Choosing software for business isn't easy, especially with such a variety of solutions available in the market. I'd recommend checking out EspoCRM. It can satisfy your needs in contact management (logs all interactions with customers including tasks, meetings, call and email history, etc.) and organization of team collaboration. The platform also has nice reporting tools for statistics and seamlessly integrates with your mailbox (believe me, it's a big bonus, even though it's not a must for you). Just in case you're only moving your business online, you might find this article interesting.

EspoCRM is a good choice for beginners. We have been using it for a year already, and we are satisfied. In our case, the software works perfectly for managing interactions with clients, allows automating lead management, and is easily integrated through API with other services as well. The basic version for self-hosting is free, and the additional functionalities come at a reasonable, one-time price.

You can use EspoCRM to achieve your goals. The software is free, open-source, and not limited in the number of users. It can be customized to the needs of your institution by adding custom fields and entities to store various types of data about your clients or partners. You can integrate the platform with your mailbox, Google/Outlook calendar & contacts, Mailchimp, telephony provider, and any other app you need via API. Moreover, the software will help to automate a lot of routine business operations (creation of records, calls, meetings, status updates, sending auto-replies, etc.).

Check out EspoCRM. It provides integrations with Google Calendar&Contacts as well as with Mailchimp. It is free and flexible in terms of customization. You can add fields, change layouts and labels to make the software fit your business needs without coding. The platform also offers nice business process automation capabilities. You can create workflows and BPM flowcharts that will automate routine everyday operations and save you a lot of time in the long run.

You can give EspoCRM a try. The platform is easy-to-use and extremely customizable. You can add as many fields to store various data about your customers as you want. It also offers great features for mass mailing. You can create personalized email templates, segment your audience into target lists based on various criteria, sync campaigns with Mailchimp, insert opt-in/-out and open tracking links in your emails, etc. The software is free and open-source, so you won't spend a fortune paying for each employee.

EspoCRM will definitely do the trick for you. It's free, customizable, and easy-to-use. I implemented it for my company 6 months ago, and it's one of the best business decisions I've made. The system stores all data about our customers and the history of our interactions with them (calls, emails, purchases, etc.). We've even managed to automate some routine operations (task creations, sending notifications and b-day emails, etc.) with the help of its workflow features.

Check out EspoCRM. It is free and extremely customizable software. The platform can be easily integrated with Outlook Contacts & Calendar and your mailbox to keep the data synced across all the platforms you use. Workflow and BPM features allow automating a lot of routine operations such as notification sending, creation of calls, tasks and other records, assigning records to the employees and a lot more. The data can be easily imported or exported if needed. You can customize the layouts, add or edit fields and entities to make the software fit the needs of your business.

EspoCRM can cover your needs. It's open-source, free and easy to customize. The community on its forum is very active, so you can receive a piece of advice or find a developer really quickly if needed. The platform has a drag & drop feature for kanban view, and all the needed functionality for mass mailing. You can create personalized email templates, target lists based on certain criteria, add tracking URLs, etc.

You should try EspoCRM. It is an open-source, free application that is ideal for contact management. It has a rather intuitive and user-friendly interface. The software can be easily integrated with Google calendar & contacts, Mailchimp and other apps you use via API. There's the ability to automate task creation, email response sending and other routine operations with the help of workflows. You can also customize the software to the needs of your business by adding and editing fields, entities, labels and layouts.

Check out EspoCRM. It is an open-source, free solution that can cover the needs you've mentioned in your post. The system can be used for both B2B and B2C business models, it has functionality for creating a customer portal, where your customers/partners can access the info about products and communicate with your company. And of course, you can manage leads and even automate lead generation through a form on your website if you have any.

EspoCRM can do all that for you. It's open-source and free for self-hosted implementation. The interface is very user-friendly and intuitive. The software has a module for case management which can be easily modified according to your requirements - you can create or edit fields, reorder them in layouts, add notes and custom status types if needed. There's also the ability to create cases directly from emails and sent email notifications to clients upon updates in the case. You can also use its Portal feature to give your clients the ability to create cases themselves and track their progress.

If I were you, I'd definitely started implementing a CRM solution. It would automate a lot of your processes and save a great amount of time in the long run. Personally I use EspoCRM for my business and I'm quite satisfied with the functionality and the level of business process automation it offers. You can also give it a try. The software is easily customizable, provides integration with Google and Outlook to sync calendars and contacts, and it can automate the creation of marketing newsletters, auto-replies sending, status changes, creation of events in the calendar and a lot of other things that are important and take a lot of time during the work hours.

Have you considered trying a free open-source solution? If yes, then EspoCRM may be a nice choice for a small company. The platform is easy to navigate and can be adapted to the needs of your business. It can be integrated with the other business applications via REST API and it also offers some out-of-the-box integrations with Google, Outlook, Mailchimp, etc. You can also take advantage of built-in features for creating targeted marketing campaigns. Moreover, the software is handy when it comes to automating routine operations such as creating calls or meetings based on specified criteria or sending replies to clients.

Check out EspoCRM, I think it will suit your needs. The platform is free and can be easily customized for the specific needs of your business. The system provides integrations with mailbox, Outlook & Google contacts & calendar, MailChimp Campaigns, and of course, you can integrate it with other apps you use through API. It also provides the ability to store different documents and link them to the customer or deal records, so the employees quickly find the data if needed. You can also use Web-to-Lead capture to generate leads automatically through the web form on your site if you have any.

If you need a CRM for managing information about the companies you work with and calls, EspoCRM can become a perfect match for your needs. You can integrate it with your telephony provider, so calls will be automatically logged in the system and you'll be able to add information about the call while the call is in progress. The platform can also remind you to make calls or attend important meetings. The system is also user-friendly and customizable. You can easily add as many fields that store information about companies as you like, as well as organize their order on the layout.

I think you should check out EspoCRM. The system offers a free extension for real estate with a wide range of useful features (request management, property matching, etc.). It can meet all the requirements you've mentioned in your post. The software can be integrated with Google & Outlook contacts and calendar, so you can sync contact data and appointments with your CRM instance. Workflows and BPM allow you to streamline routine processes you deal with on a daily basis. You can also take advantage of its integration with MailChimp, as it helps to improve our marketing campaigns and keep marketing lists synced.

I think you should test-drive EspoCRM. It is an open-source and free solution offering a wide range of features for sales management. The platform has an intuitive interface and is extremely customizable, so you will be able to adapt is to the needs of your company by adding the needed fields or entities to store the information about your customers. It also offers really nice abilities for reporting and analytics. You will be able to get real-time insights into your sales performance just with a few clicks.

You can give EspoCRm a try. The software is open-source, customizable and free. It suits perfectly for sales and inventory management. You can track the progress of your deals, automate invoicing, set up reminders in order not to forget to make an important call to a customer, or send an email. The system can be integrated with your mailbox and any other app you use for your business via API. And of course, it will automate a lot of routine operations with the help of workflows.

Take a look at EspoCRM. It has a user-friendly interface and can be easily adapted to the needs of your company. The system can be integrated with your mailbox, Google contacts and Calendar, so you can keep all the data about your customers and sales within one secure place. Besides, it provides great sales management abilities, you'll be able to generate sales orders and invoices automatically, manage your inventory, and automate sending of reminders about important calls or tasks.

You can try EspoCRM. The platform is a rather intuitive open-source solution. As far as I can see it can satisfy all your requirements concerning B2B sales management (barcodes, invoicing, etc.) It is easily integratable with mailboxes, Google and Outlook Calendar & Contacts, and VoIP telephony, which allows one to keep data synced across the various apps the company uses. The software can also automate a lot of routine processes your employees deal with throughout the workday with the help of workflows and BPM.

Check out EspoCRM. The platform is free for on-premise deployment and offers a wide variety of features not only for sales management but also for improving marketing strategies, support service and automation of business processes. It is easily integratable with the other apps through API and can be customized to the needs of specific business even without coding. The software has an active community that is always ready to help and answer the questions if you have any.

I'd recommend trying EspoCRM. It's an open-source, free solution that offers a free extension for the real estate industry. I've been using it for 2 years already and I think it can satisfy your requirements. The platform is easily customizable and has an intuitive and user-friendly interface, so you can organize the information about your prospects the way you want. Moreover, you can also integrate it with your mailbox to keep all communications with clients in one secure place.

Check out EspoCRM. It is an ideal solution for managing sales and improving collaboration within your company. We use it for our small retail business. The software is free, open-source, and extremely customizable, so you won't have to spend a fortune to get the solution that will fit the needs of your company. In terms of user-friendliness, the software has a very fast learning curve, so your employees won't need a long period of training. The system also offers a lot of capabilities to automate business processes, create advanced marketing campaigns, manage emails and calls, and of course keep your employees informed about the important changes and upcoming activities.

Give EspoCRM a go! We use it's free, self-hosted version and are contented with the functionality it offers. It's user-friendly and customizable, we've managed to fully adapt it to the needs of our small startup without coding. The platform provides the ability to automate routine processes and lead generation through web forms. BTW, their community on the forum is very active and helpful in case you need assistance.

EspoCRM is a nice solution. It is open-source, customizable and free for on-premise deployment. The installation and upgrades are easy and usually pass smoothly. It has integration with Google and Outlook, Web-to-Lead capture and workflows that help automate routine business processes (email sending, call and meeting creation, deal status changes, etc.). You can also take advantage of its integration with MailChimp, as it helps to improve our marketing campaigns and keep marketing lists synced.

I'd suggest trying EspoCRM. Our company deals with B2B sales, and we've implemented it 3 years ago. The platform is an open-source, free solution that allowed us to significantly automate our sales cycle and organize the customer data. It is easily integratable with our mailboxes, Google and Outlook Calendar & Contacts, and VoIP telephony, which allows us to keep data synced across the various apps we use. As for your needs, I suppose you'll be able to customize it to fit your requirements, and the software has a free Real Estate extension that may come in handy in your case.

We use EspoCRM for our small company. It is a free, open-source platform with an intuitive user interface. The software can be integrated with your mailbox, Google & Outlook contacts and calendar and with VoIP phone services so that one can sync data across various apps and log calls from the CRM software. It also provides great features for case management - you can set up Email-to-Case creation, automate sending of replies concerning the repeated issues and create Customer Portal where your clients will be able to find information about their issue, etc.

EspoCRM is a nice choice. Our company has implemented it 3 years ago, and we are completely satisfied with the functionality it offers. The system meets all the requirements you have mentioned in your post. It is easy to use and navigate. The platform is open-source and free for on-premise deployment. It is also extremely customizable, you can edit modules and layouts without coding. Email integration is also pretty easy to set up, once you'll do it, you'll get the unified customer base with the history of all interactions within one place.

You can try EspoCRM. It is a free, open-source, intuitive platform that offers a wide range of features for storing information and managing contacts. The software is easily integrated with your mailbox, so you can sync and keep the email communication with your students within one place. You can also use the calendar to plan your day and remind you of the important activities. BTW, with the help of roles, you'll be able to define the access rights for users and teams to make sure that the data is safe.

I suggest trying EspoCRM. The software is open-source, free, and user-friendly. It can be integrated with Telephony, so you can make, log and record calls directly from your CRM instance. It also has nice reporting features that help you to forecast future sales and gain insights into the productivity of different teams and the overall performance of your business.

I recommend you to try EspoCRM. It is an open-source solution that is free for on-premise deployment. The software offers a wide range of features for sales, you can automate the creation and sending of templates for sales orders and invoices with the help of workflows and BPM. The system is also easily integrated with the other apps via API, or you can utilize the already existing integrations with Google and Outlook contacts & calendar or MailChimp that will help to sync your data.

We use EspoCRM and it's fantastic. It's a free, open-source solution that is ideal for building relationships with already existing customers and the potential ones. We use EspoCRM's workflows for quite a long period already and I can say that hugely helped us in automating routine operations (auto-responding to emails, changing statuses, sending notifications, creating tasks, etc.). It provides integration with Gmail, Google Contacts and Calendar, so you can keep all the emails, appointments and customer contacts within one tool.

We use EspoCRM and are quite satisfied with the results. They offer integrations with Mailchimp and Outlook that help to organize our business and marketing emails. We've also managed to significantly automate the creation of invoices and sales orders, email sending, and status updates for deals with the help of workflows and BPM processes. Moreover, the software is very flexible in terms of customization, you can edit any module you'd like and add as many fields to the layouts as you want without a line of code.

We are using EspoCRM for 2 years already and are very contented with it. The platform is extremely intuitive and customizable. We've managed to configure it to the needs of our company directly through the user interface by adding the necessary fields and editing entities and layouts. Moreover, it's easily integratable through API with the other apps we use for our business. Our employees admire Calendar and Stream features as they allow creating a collaborative environment, help to stay updated about the recent changes, and the last but not least improve time management.