Good web based contact management system?
I’m sure this has been covered, but does anyone here use a web-based CRM system? Outlook is not interactive enough between multiple users and I’d like something that is flexible and web-based, but would retain e-mails with client records.For you former EJ'ers, I would really like something that replicates what we had there in terms of task assignment and monitoring of the staff, and free format notes at the bottom. Yes it was good. Jones did something right. Thanks CIB
One of the leading web-based industry specific CRMs is Redtail, while junxure and protracker dominate the desktop space.
I’ve been using Paretoplatform.com for about 1 year. Overall, really good. Recently it’s been a little bit slow but they are upgrading their servers. I also think it’s a little pricey…$59/month.
Thanks for the info, how much control over the data do you have with Pareto? Are you able to do hard drive backups?
Be careful with web-based platforms. I use ACT on my laptop, backup to a stick, to my Palm, etc. The issue is keeping your client info current. The only value we have to our firms is our relationships. No matter waht a firm says, the clients are the FA’s or they wouldn’t have so many ways to stop us from taking them if/when we leave. RJ recognizes this and the protocal begins to see the light. If you use a web based sytem on your firm’s machine, they can see what you are doing via their corporate IT security department.
Before anyone spends time investigating web-based CRM, just make sure that your B/D will allow it.
How about ACT...any former EJ people using it. How does it compare to EJ system, and can you reliably/practically access and use it remotely? Are you using it across multiple users?