Resources

CRM (Customer Relationship Management)

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Freshworks

  • Robust features & customization options
  • One-click phone calls from within the CRM
  • Easy to setup quickly
  • Mobile app integration
  • 30-day free trial
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HubSpot CRM

  • Extensive features & capabilities
  • Place phone calls directly within the CRM
  • Wide range of add-ons
  • Integrates with popular apps
  • Web & mobile versions
    Best free option
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Insightly

  • Wide range of functionality & integrations
  • Integrates with G Suite & Microsoft 365
  • Business intelligence feature
  • Handy Chrome extension
  • Smooth pipeline
  • Web & mobile versions
  • Free plan available (up to 2 users)
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Pipedrive

  • Highly focused on sales management
  • Straightforward & easy to set up
  • Customizable features
  • Wide selection of integrations
  • Web & mobile versions
  • 14-day free trial
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Zoho CRM

  • Easy to implement & use
  • Valuable functionality & customizable features
  • Hundreds of extensions available
  • API allows for development of custom integrations
  • Free version available (up to 3 users)

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