User Review( votes)
Is there a CRM available that works well with channel sales based company?
I work for a small company that offers a set of services through several companies. These companies all have independent dealers. These independent dealers may carry products and services from multiple companies that we work with.
Our quest for a CRM has been a nightmare. We have been using Keap for several months but it is becoming obvious to us that it just doesn’t work well with channel based sales since contacts can not be assigned to multiple companies.
The biggest issue we are running into is just that – we need to be able to connect single contacts to multiple companies and dealers.
Any suggestions would be greatly appreciated. Thanks!