CRM for SP3

[greenjacket]

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!

 

[jnjroach]

I've used Microsoft Dynamics CRM Online which integrates with Outlook and an available MUI App in the Store.....

http://www.microsoft.com/en-us/dyna....mc_id=DynGBSEM_US_BING&DYNCRM-BING&WT.srch=1

 

[greenjacket]

I've used Microsoft Dynamics CRM Online which integrates with Outlook and an available MUI App in the Store.....

http://www.microsoft.com/en-us/dynamics/crm.aspx?CR_CC=200470741&WT.mc_id=DynGBSEM_US_BING&DYNCRM-BING&WT.srch=1

Thanks. I have heard of it but was thinking it was meant for larger businesses. Seems to be around $65/mo or more unless i'm reading it wrong. Good to know it is an app available to SP3.

 

[jnjroach]

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

 

[mteich]

we use insightly and love it

 

[greenjacket]

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

View attachment 5030

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.

 

[greenjacket]

we use insightly and love it

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!

 

[BubbaUK]

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!

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