User Review( votes)
Hoping you fine folks would be able to recommend a cloud-hosted CRM that would meet the following criteria-
– Will only be used by 5 users, only to remind them to follow up with customers (ie. can create alerts if a customer hasn't been called in "x" amount of time), as well as a place to note who the last user was to contact said customer and when.
– Has the ability to create an administrator account that will permit user lockouts- for example, if a user leaves our company, our IT department would want to log in to the former user's account and be able to change the password and prevent the user from exporting their contact lists.
I've spoken with Salesforce, and the software is obviously feature-rich, but it's much too elaborate for our use case. Any ideas?