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Minding Your Own Business [This Network is not currently active and cannot accept new posts] | | Topics
Small biz CRM recommendations?Views: 369
Feb 11, 2007 12:12 am Small biz CRM recommendations?

Gloria Tsang
Hi all, I'm looking for a hosted/web-based CRM for our business. We don't really plan to use it as a salesforce or client management tool, but a central dashboard for internal organization. Right now we have 3 full-time staff telecommuting and a few contractors. We often email, cc, bcc (you name it) when we write to our clients, which drives me crazy as I am wasting time reading emails I don't really need to read.

I'm hoping to find a CRM solution which can
1. track and tag Outlook emails to a client
2. pull financial data from QuickBooks and tie to a client
3. aid in project management

So far, I've checked out Act (really bad review) and Salesforce. Would love to learn more from your experience.


Private Reply to Gloria Tsang (new win)

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