User Review
( votes)Needs:
Reasonable cost (3 users)
Import customer data from excel
Sync with Outlook (a plus, but not crucial)
Rudimentary notes on visits (basic functionality here)
Quick sales process doesn't require multiple steps to monitor progress
ability to import up to 25,000 contacts
email marketing tracking a PLUS (using mail chimp now to send monthly email out to 15K so integration with that could be fine too if there is no integrated solution)
Mobile optimized or user friendly app
A plus (if possible) would be a mapping software to use in the field and pull up clients in CRM close to gps location
Thank you in advance for any suggestions you might be able to provide
submitted by /u/whodatfever
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