what is the best CRM ?

I know Skool is never going to be a CRM and it's better like this but what is the best crm ?

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• 25d (edited)

No standard answer to this. All depends on your strategy. HubSpot and ActiveCampaign are leading digital marketing and sales systems. There are so many components to this. You can use GMass with emails to land email directly into inboxes. Most are just over bloated with features. SquareSpace comes built in with its own marketing tools which is what we love and use. Skool is a kind of a CRM as it helps do Customer Relationship Management. We have been using Slack for managing the customer relatio... See more

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• 25d

@Dorian Vida I like to think of Skool and Slack as softwares we use to manage existing customers. People already invested in us. However, Active Campaign and Close.io are for people who are yet to invest in us. I like Close and AC. I've used Zoho Bigin and Pipedrive. They're cool. We build automated email sequences for companies and only put people in pipelines when they've opt-in through a VSL or book a calendly directly. Everyone else stays in an EMS till they take a solid action weare then co... See more

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@Dorian Vida it's a great question and I agree with @Saqib Rasool @Daniel Luke that it really depends on your needs, your team and sales processes in general.

ActiveCampaign is a great all-in-one tool where besides CRM you also have amazing features like email automation and sales funnels.

P.S. You can even use Trello as a CRM if your goal is to grow from 0 to 10 customers =)

P.S.S. When you grow from 10 to 100+ clients I'd look at ActiveCampaign.

Hope it helps.

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@Kiryl Melnichenka funny you mentioned Trello as CRM. I use Asana as part of my CRM strategy where I keep detailed coaching notes and my participants evolution.

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@Saqib Rasool let’s goooo 😎

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@Saqib Rasool anything that brings money to the bank works great

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AC is a terrible CRM, web based and slow, for remote sales the best is really Close. The installed app is super fast to use.

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• 22d (edited)

Surprised no one has mentioned GoHighLevel as the best CRM. It is by far the best in the market for simplicity, robust features at a crazy low cost. @Dorian Vida if you are looking to be scrappy with software spend it is a very powerful 'All-in-one' platform that starts at only $97/month for UNLIMITED pipelines, users, sales funnels, database holder for all contact records, tag management system, payment collector, and integrated with Twilio for texting/calling. It's main focus was for marketing... See more

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• 22d (edited)

@Tyler Gregerson the big problem with GHL is the affiliate program, people seem to oversell it as a solution, looking to make money, and have to include their affiliate link like you did, without really looking at what the customer needs. It creates a bias. GHL is NOT an enterprise-level CRM for any serious business. btw I refer and recommend tech in my consulting business ie paid to do research, test with a developer or internal developers etc, and in some cases help implement.

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• 22d (edited)

@Danny Mallinder Totally understand but just because they have an affiliate program doesn't discount it's value, if anything it makes it easier to transfer marketing assets over to people that use your link. I've used all sorts of CRM's including Salesforce and hubspot with enterprise sales. If you're a beginner entrepreneur especially in the sales and marketing space there is only one main thing you should be focused on though 'Getting Leads' - 'Converting Leads Into Sales'. Pipedrive did this ... See more

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• 22d (edited)

@Tyler Gregerson I didn't say it devalues an offer if they have an affiliate program? I was saying it can get in the way of an honest look at what is out there eg thousands of solutions globally in the sales eco-system. @Dorian Vida started the thread by asking what is the best CRM, but really to answer that question with recommendations we need to know more about the problems he wants it to solve, where is the business at, how big is his sales team, the size of lists, lead flow volume, what is his current marketing and sales and customer success tech stack, budget, etc.

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100 % way more info needed here.

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What are the jobs the CRM should do for you? Start with a list from most important to the least important. Then it would be easier to find what fits you needs. I've used CRMs from a self made in Notion (there's a template for it), to Salesforce and Microsoft Dynamics and the uses cases for each are quite different.

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When I discovered social media as an amazing source of leads and clients, I started building my own CRM, this was back in 2016!

Cosmin is right, there's no "best CRM", there just best CRM for the outcome you're looking to achieve.

A few CRM's are great for mailings which only make sense if you already have a list to do mailings to.

Other CRM's are great for lead generation, to generate and nurture leads from your social media accounts.

It really depends on what outcome you are looking for, if you tell us what the outcome is we can recommend some options. :)

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• 21d

Thanks everybody for your kind responses.

I'm looking to scale my high ticket program. My N°1 problem is to make sure we follow all the leads, on a long terme period, and generate strategy sessions with them.

I tried hubspot as a CRM but it's too complicated and not visual. I'm wondering if Pipedrive is a good option.

Ideally, I just want something like Skool, really simple, so I can focus on other more important tasks than finding the perfect CRM.

@Sam Ovens, i know you are kind of an anti-CRM person but do you have a recommandation that we can use to follow up leads ?

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• 21d

@Dorian Vida try ActiveCampaign or ConvertKit.

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@Dorian Vida how do you communicate with those leads? Via chat? email?

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I spent a couple of months evaluating about 20 different CRMs. I wanted a CRM for my sales team that had a great user interface, was easy to use, integrated with my Gmail, supported lists, landing pages, autoresponder, broadcast messages, automations, team stats, etc. I had about 10 key features that I was looking for.

I looked at all the ones mentioned here. Yes Hubspot is free and complicated. I don't think Active Campaign and Infusionsoft are really CRM's. I didn't like gohighlevel because it ... See more

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• 21d (edited)

@Jim Pellerin Good review there not heard of Engage Bay, I will check them out. I assumed you download and tested the Close CRM app, certainly not an automation platform. ...did you review GreenRope at all?

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@Danny Mallinder You can't build funnels with Close CRM. I looked at GreenRope but it did not have good value for me. Too many limitations and too expensive for the equivalant functionality.

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