Suggestions for CRM for relationship management?

[Liz Faircloth]

Hi BP Community:   

Thanks in advance for your help on this. I have done a lot of research on CRM systems, and still not happy with a system for us to use. We need a CRM system that does the following:

1) helps organize contacts (i.e. groups such as networking contacts, current investors, potential investors, turn key investors, etc),
2) allows for the ability to take notes on each person
3) schedule follow ups and opportunities.
4) Something that syncs with google calendar
5) syncs with mailchimp

I was recommended to use Pipedrive, and have been playing around with it is but it is a little too "sales" oriented. I have used Salesforce, but way too robust for what we need. I see a lot chatter on BP about Zoho and Podio but both seem more "project management" vs what we need it to be ....primarily relationship management system?

Any recommendations?

Thank you again in advance for your help!

Liz Faircloth

[Robert Syfert]

Hi @Liz Faircloth,

Podio can do exactly what you need. You will want to add Zapier to handle the automation between Mailchimp and Google Calendar and Globiflow to handing the automation within Podio. With a complete build Podio can handle both the pre-sale funnels and post sale processes for your business.

We have a complete design team that specialized in Podio integrations with the entire emphasis on relationship management. They can create fully automated features such as text messages, email drip campaigns, voicemail drops, personalized postcards, campaign tracking. etc.

If you would like more information PM me and I can send it over to you.