Please recommend a free or cheap CRM for a Realtor. submitted by /u/AH-001 [visit reddit] [comments ..read more

Hello Reddit community, I’m in search of a comprehensive CRM tool that excels in marketing, integrates seamlessly with WhatsApp, and includes a power dialer that allows me to view client cards complete with custom fields and notes during calls. I’ve found that many CRM systems use an external power dialer, but this often means that I can’t see the client’s information on-screen while I’m using the program, which is a significant drawback. I really like Close.com for sales, but it lacks WhatsApp integration and sufficient marketing features. Salesmate seems promising, yet it doesn’t feel as ro ..read more

My client hired a VA to set up a CRM system for my business. We use Ontraport but we’re not sure how to use it. I was wondering if there is a way to retarget people that visit your landing page but don’t sign up? submitted by /u/drummers5481 [visit reddit] [comments ..read more

Hi all. We use Cloze today with 5 users. Its actually does all we need it to do, but it’s a bit clunky and hard for the team to learn all the tricks and would like to find a simplified version with a better UI. We have some specific but simple needs. Work with outlook, track phone calls AND messages from iPhones, share some contacts as a group, keep some contacts in same system but not share details like past email content group wide. Get reminders when some contact has not been touched by anyone on the team for a period of time. We don’t need sales funnels or email blast capabilities her at ..read more

I’ve been a Salesforce user for years and honestly it’s just not as snappy or intuitive as I’d prefer and I’m looking for something new. We’re a small team and basically live in Outlook. What I’d like in a CRM: Automatic Outlook integration (very important) LinkedIn integration Deal tracking and reporting for the types of projects we do Customization for example I’d like to track what clients got what gifts, prizes, etc. iOS app Zoominfo integration to update contact information… this would be a nice to have What got me thinking is I saw Folk.app and it looked great but I don’t believe it has ..read more

10 days with eleads at a new store. 3k task completed 1+calls 54 appts. What's everyone else doing on this system? Trying to understand seems like it'd pretty broken And easy to manipulate in a good way submitted by /u/Soggy-Anxiety-1465 [visit reddit] [comments ..read more

Hey everyone, so that org that I am working for wants to backup their data because the contractor theyre working with who made them Civi doesnt want to back up their data. How can I back up their data as we plan to move to another CRM from the contractor. submitted by /u/BakerWRLD [visit reddit] [comments ..read more

Encountering an "assets not found" error when loading the Odoo database UI can be frustrating. In this article, we'll explore a solution that involves creating an attachment for the asset bundle using Odoo's XML-RPC capabilities. I'll also provide the Odoo XML-RPC code for creating this attachment. Read More: https://numla.com/blog/erp-15/solving-assets-not-found-error-in-odoo-database-ui-101 submitted by /u/waqararif [visit reddit] [comments ..read more

Trying to bring my business out of the stone age with a legit CRM. We have a sales team of 5 right now, but looking to expand soon. The thing I want most is a nice communication timeline with all existing customers and potential leads. Showing all calls with notes and all emails back and forth. Obviously would want it to schedule and remind for next contact attempt and all of that stuff. In my mind I would have an administrator of some sort organizing lead/prospect contacts (possibly from Apollo) and dealing them out to the sales team weekly. We don't really need any of the sales/deals functi ..read more

In this article, we'll explore the key reasons why HubSpot stands out as the growth engine your business needs. But before we dive into the details, let's start by understanding what HubSpot truly is. What Is HubSpot? HubSpot defies simple categorization. It's more than just a marketing tool, a CRM, or an automation platform. Instead, HubSpot is a comprehensive solution that covers all dimensions of your business: Lead Generation and Nurturing : HubSpot helps you attract and nurture leads effectively. Sales and Marketing Automation : It streamlines sales processes and automates marketing eff ..read more