CRM Software

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Feb 16, 2010 4:12 pm
DodgerDraftpick:

Started using Act 4 Advisors this year and have no complaints going well.

what was the cost on that?
Feb 16, 2010 4:31 pm
There is a 3 user minimum, here is a link to the pricing.   http://www.junxure.com/main/solut_price_junxure.asp
Feb 16, 2010 4:33 pm

Do all users have to be in the same office(firm)?

Sep 2, 2011 7:05 am

You don't have to actually use the tool that many people are using. The CRM tool you should use must comply all your needs in such tool. It must have the features which you need. If Act! has features that you all need then use it. You can take down notes of what features you need which you cannot live without and also a "wish list" which lists some features you want but not really necessary.

You can then look for tools that has features you listed that you cannot live without. You may check this list of tools that you can compare its features to each other and see if it has the features you need.

Apr 30, 2014 3:32 pm

I love highrisehq.com its low cost and powerful whilst being easy to use. you could also try sugarcrm which is a bit more feature packed and customisable.

Jun 21, 2014 2:44 pm

Zoho CRM works well for me - and yes it’s free, it’s very versatile, and very professional.

Google calendar for appointments and reminders - and yes - free.

Jul 2, 2015 12:36 pm

Thanks friend for seeking for discussion. CRM stands for customer relationship management. As I know about it, today’s CRM software is highly scalable and customizable, allowing businesses to gain actionable customer insights with a back-end analytical engine, view business opportunities with predictive analytics, streamline operations and personalize customer service based on the customer’s known history and prior interactions with your business. For your technical issues you may ask here: www.geektek.com

CRM software is designed to help businesses meet the overall goals of customer relationship management. Hope you will find it valuable. Thank you.

Jun 27, 2017 10:47 am

Here's an article we wrote about the most used (and maybe the best..) CRMs for Advisors.

https://taviqinvesting.com/best-crms-financial-advisors/

Hope it helps!

Feb 9, 2018 11:39 am

scrittitrader wrote:

Zoho CRM works well for me - and yes it’s free, it’s very versatile, and very professional.

Google calendar for appointments and reminders - and yes - free.

defintelly agree with you