CRM

December 05, 2017

by a searcher from Cornell University - College of Business in Boston, MA, USA

I'm in the fundraising stage and looking for a good CRM to track activities. Looking for the following features:

"Mine" my email accounts and pull out everyone I have emailed
Classify contacts -- i.e. brokers, prospects, company owners, family
Put those contacts somewhere in a funnel
Track activity

Pretty basic really. Was going to do Salesforce but wondered if anyone else had a better recommendation.

Robert

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Reply by a searcher
from Cornell University in Boston, MA, USA

UPDATE Folks: Thank you all for the comments. I went with Salesforce, but so far it hasn't been great. Why Salesforce: Its the industry standard and my view was that gaining additional experience using it would be helpful down the road. The basic version is $25 a month so not a major expense and not worth the savings on the cheaper ones that may / may not work better. The issue: As best as I can tell so far, Salesforce is driven by the Account tag and not the Contact. I need to put in an Account for each of my contacts -- some have companies and some don't but I am sourcing from the individuals / Contacts and not Accounts. I could remap the Account tag to the full name or something similar but in doing so would lose company information for the people I do have it for. Investigating a work around or possibly using Pipedrive.

Reply by a searcher
in Barcelona, España

This one is pretty intuitive (PipeDrive) https://www.pipedrive.com/en/gettingstarted-crm?utm_source=google&utm_medium=cpc&utm_campaign=ES_EN_Brd_All&utm_content=Pure_Brand&utm_term=pipedrive&cid=###-###-#### &aid=###-###-#### &tid=kwd###-###-#### &gad_source=1&gclid=CjwKCAiAudG5BhAREiwAWMlSjPZRk-KnuAxU_ItP0HDryDzrQsr4mgIxhi4nbUC9fdkmTz5qZGOaBhoCwtMQAvD_BwE

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