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Super Member
CRM software
Hey guys,
I am in the process of looking for a good CRM software. What are you using?
My needs are probably typical for a detailer, I just want to be able to send mass emails when there is a new plan or service, send an email at the client's birthday and do
periodical check ups with customers.
So far I have looked at a few softwares but nothing seemed to fit my needs. So, any suggestions?
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Re: CRM software
I use Zoho CRM. You can create templates, do mass emails, create events & tasks, store documents globally or to each account/contact, which is nice.
I scan the VIF for each customer and attach it to their account. Most features are free but if you want mass mailing it's $15.00 per month.
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Re: CRM software
Originally Posted by paul_g
I use Zoho CRM. You can create templates, do mass emails, create events & tasks, store documents globally or to each account/contact, which is nice.
I scan the VIF for each customer and attach it to their account. Most features are free but if you want mass mailing it's $15.00 per month.
Can't beat that deal awesome.
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Super Member
Re: CRM software
Ok, thanks I will have a look at it. Do you know if you can activate the 15,00$ plan only in the months you want to do mass mailing? If so that is great. If not I don't think I would go with something costing 200$ per year.
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Re: CRM software
Originally Posted by Calendyr
Ok, thanks I will have a look at it. Do you know if you can activate the 15,00$ plan only in the months you want to do mass mailing? If so that is great. If not I don't think I would go with something costing 200$ per year.
I don't know, you'll have to contact them.
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