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BCA MEMBER: Kevin Mackay, The TNS Group
BCA CHAPTER: Fairfield County, CT
Free CRM tool
Many companies have discovered that using a Customer Relation Management (CRM) tool can greatly enhance productivity and help them quickly access needed information. I feel that smaller nonprofits and small businesses often miss out and still do things manually because of price.Since cost is often a concern, what I frequently recommend is Hubspot. It helps with inbound marketing and sales management, but also offers a free CRM that is easy to use. I have used it in conjunction with my company’s CRM mainly for the sales options. It offers a mobile, web, and installed version.I would suggest sharing this information with any of your clients that want to improve their ability to track customers, market, and track sales information.
Here is a link to a description page: https://www.hubspot.com/what-is-hubspot
Here is a download link. https://www.hubspot.com/products/get-started?_ga=2.196073572.933463774.1551986400-1132018032.1522117022
I would also suggest reaching out and having a representative from the company walk you through a demo. The people I have dealt with are low pressure and were very helpful.Some of the things I like:
You get email open notifications (great to see if you are actually reaching people)
Contacts are added just by sending an email (you can modify)
The mobile version is easy to use
Activities are tracked for you (limited in the free version)