I'm looking for a CRM for appx 5 users that must include the following features below - which for some reason seems to be quite difficult to find in a single application! Any experience using a solution that meets these reqs? I'd prefer a SaaS / web-based solution...
- Outlook integration - automatic attachment of communications to specific contacts - needs to be really easy - no effort! - Web-based access - need our guys on the road to use it on the fly - iPhone app - making it easy for our guys to update - sales pipeline tracking / forecasting - manage sales process / lead process / status
Any thoughts much appreciated! Thoughts should be something other than irritation at how we're spamming this forum with mostly non-technical questions and answers.
August 3, 2011 3:09 AM
October 29, 2012 1:21 PM