Hello CLUB Coworking, A perspective from Cobot (mentioned by Jacob).
At various times we have considered building out a CRM to Cobot but found like you mentioned that for the majority of spaces it is overkill. The members are either coming and signing up, or not. But what *is important *is keeping in contact for events, meetups so that they keep informed about your space and have a reason to join later. That is why we have a MailChimp integration. You can signup a perspective lead to a plan called "Interested" and then they become part of a MailChimp mailing list called interested. You can then send emails targeted to this group (including special offers) so that you stay in contact, but without the traditional Salesforce style lead tracking. Alternately, we so also have a Beta integration with Zapier (http://blog.cobot.me/post/111166081512/cobot-now-connects-with-zapier-were-looking-for). So you can have people that you register in Cobot (to that same "Interested" plan) also be automatically added into a traditional CRM system. Hope that helps! Brian On Thursday, January 14, 2016 at 3:57:34 AM UTC+1, CLUB coworking 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.
