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How to choose a CRM system for a small company?

(6 Posts)
Kilara Tue 19-Jun-18 00:43:44

Recommendations please? I don't need a very complicated and expensive one if it's important. My company belongs to a food sphere. Thanks!

HipHopTheHippieToTheHipHipHop Wed 20-Jun-18 13:43:33

Most of what you need can be done in excel together with having a shared email box, certainly until you have a few sales folk and you start tripping over each other.

Even basic CRMs like Zoho are overpriced and over complicated for what you need at the start and anything you find that’s free will exclude really basic features to make you upgrade to a paid version.

Until you get big you’ll probably find that a CRM system takes up more time than it’s worth.

NeonSun Thu 21-Jun-18 01:51:11

CRM belongs to general management complex, in general its main purpose is to provide and organized and effective functioning of the whole company. In the narrower sense CRM is an automatic system which helps to use and manage your clients data, all information about them which as a result is kept in one place. It's very convinient and effective for every company smile
There are now very many of them and in some cases you really don't need to install a difficult and expensive one, a simple system is ok in many cases (like QuickBook). But anyway while choosing the one I recommend you to follow these tips:
- which certain problem you need to solve with its help
- a period of implementation (how much time will take for you and your workers to get skills for working with it)
- mobility (its possibility for future changes and upgrades )
- compatibility (a possibility for effective combination with other software you have)

SoloD Sat 30-Jun-18 23:06:25

I use the free version on Zoho and that is fine at the moment for what I need.

Jissy2 Sun 30-Sep-18 20:42:43

I think better will be to use Bitrix24. Quite good CRM

pacer142 Tue 02-Oct-18 08:18:34

You have to lay out exactly what information you want it to contain and what you want to use it for. So many different purposes potentially, so no one can give you any recommendations until you say what you want.

Names, addresses, phone, email, etc is a given for most.

Financial records, i.e. invoices, customer payments, outstandings etc is a given from most accounting software, and would usually also include the above basic contact details.

If you want to include customer order history on a product by product basis, then you'd be looking at accounting software with that extra functionality, and probably also stock control/inventory too.

So, all of the above is normally housed within a decent integrated accounting software.

If you want more "non financial data", such as records of sales visits and outcomes by your salesforce, then you need more of a CRM system to monitor/report and also for diarising future visits - i.e. non financial information.

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