We use HighriseHQ. I tested its simplicity years ago by seeing how quickly and easily staff took to it. :-)
You can use it to tag/categorize membership and payment status, but you should really do this thru your sales/booking/membership system, not your CRM…unless your CRM is integrated with your sales/booking/membership system. JEROME CHANG CENTRAL: Mid-Wilshire 5405 Wilshire Blvd (2 blocks west of La Brea) | ph: (323) 330-9505 EAST: Downtown 529 S. Broadway, Suite 4000 (@Pershing Square) | ph: (213) 550-2235 NORTH: Pasadena (Opening 2016 Q2!) 600 E. Colorado Blvd. (@Los Robles) On Jan 13, 2016, at 6:54 PM, CLUB coworking <[email protected]> wrote: > 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. -- 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.
