Month: July 2024

Can CRMs track a request, the multiple approvals needed, the outcome and follow up notes? Is there a product where I can track customers for my business, but create …

In this fast-paced, competitive business environment, efficient project management is essential. Organizations rely on project-based workflows to track time entries and organize billing. It can be a challenge. A …

I know that CRM’s can be used in a variety of industries, but I thought I’d get the opinion of people here before I waste a bunch of time …

Hello Reddit, We’re looking for a new CRM system that allows us to track details so we can report financials using US GAAP accounting standards. Our sales cycle is …

As I am part of a technical startup’s sales team, getting quick information is crucial for client meetings. Recently, during a presentation, a potential client asked, “Can you provide …

Navigating the complex world of real estate requires not only a keen understanding of market trends but also an effective strategy for engaging with key decision-makers. Whether you are …

Hiya, I'd love some recommendations for a CRM system that is focused on event/ resource co-ordination (rather than sales and marketing) so that we can move on from our …

We sell engineered products in Australia, most of our customers are return customers. So we want to manage our existing customer base as well as any new customers we …

Hi There, we are a small Team doing services as an agency. Currently we use Hubspot and basically put everything into Notes, which is not the intended way. We …

I have following specific requirements that i am looking in the crm 1. Individual Google Sheets for Sales Consultants Requirement: Each of the 10 sales consultants in both locations …