Hi there! We're working on opening a new coworking space in Downtown Ulaanbaatar, Mongolia and we'd like to hear about your experience with CRM systems.
- We’d like to ask for your advice, how do you keep track of your clients? what crm do you use?I’ve tried logging onto hubspot, zoho and sugar, but all of them seem very confusing, have so many different functions… I’m sure they’re all useful once you get to know them and given you need all of the functions, but I don’t know if we need all of the functions. I could imagine just using a spreadsheet while we’re still small, but once we grow, we don’t want to deal with switching to a different system. If you were to do it over again, would you use a different system and would you suggest us to use that as well? - As for requirements, it should have at least the following: - Name - Contact Information - Membership Status - Payment Status - Leads tracking/prospect pipeline - appointment scheduling? - Emailing? - Should be: - Intuitive, simple & easy to use - Don’t want to spend a lot of time entering information manually - If it takes more time than creating and maintaining an excel spreadsheet, it probably isn’t worth it - We’re currently looking into: hubspot free crm, zoho, and sugarcrm - what crm would be best to use to track this? Thanks a bunch! CLUB coworking -- Visit this forum on the web at http://discuss.coworking.com --- You received this message because you are subscribed to the Google Groups "Coworking" group. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. For more options, visit https://groups.google.com/d/optout.
