User Review
( votes)Hi! I've spent hours down the rabbit hole of finding the perfect CRM for my work and I'm still struggling. One of the key features I want is to have 3 users with 3 Microsoft Outlook email accounts connected to the CRM and have 2-way sync with the accounts so that if one of us is out of office, we can see the other's email.
- This is for an inpatient rehab facility (healthcare)
- It is small with one outreach person and 2 people doing intakes/admissions – challenge is to manage incoming communications within the team and prompt follow-up on inquiries. It would also be nice to send bulk emails from the CRM.
- We get inquiries through our website, calls, and from referral partners
Everyone in this industry uses Salesforce but this is a small, new organization so the cost of $6,000+ for implementation/customization and the overall cost is way too high.
submitted by /u/actuallyrose
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