CRM for SP3

Discussion in 'Microsoft Surface Pro 3' started by greenjacket, Jan 15, 2015.

  1. greenjacket

    greenjacket New Member

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    I just purchase a SP3.............anyone using a good CRM for a small business, primarily sales related? I have my SP3, Galaxy S5 phone and use outlook for email and Google contacts. Would like to track accounts, history and notes on accounts, visits, track prospects...........nothing too fancy. I have seen a few online but not sure if many actually work well on SP3 unless I just use it through my browser. Don't mind spending a few dollars per month but nothing too high. thanks!
     
  2. jnjroach

    jnjroach Administrator Staff Member

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  3. greenjacket

    greenjacket New Member

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  4. jnjroach

    jnjroach Administrator Staff Member

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    Well, that $65/month includes an Office 365 Enterprise E3 Subscription as well...are you needing just one license? If so you will need to look at a SaaS Solution

    upload_2015-1-15_14-21-20.png
     
  5. mteich

    mteich New Member

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    we use insightly and love it
     
  6. greenjacket

    greenjacket New Member

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    I just need one license now but if I add someone down the road maybe another. I'll still look at it though since I've heard good things. thanks.
     
  7. greenjacket

    greenjacket New Member

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    I started looking into it but didn't see it in the App store. Do you just use the online version? Are you also accessing it on a phone too or other devices? Does it synch well? thanks!
     
  8. BubbaUK

    BubbaUK Member

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    You could try Zoho, www.zoho.com. If it suits your needs it is quite reasonably priced & works fine on the SP3.
     
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