Why download? Apptivo offers it all: a wide range of apps to choose from, an easy to use, customisable Ui and a low price.
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In total, Apptivo offers access to 40 different apps across nine categories that have every single part of the sales funnel covered. You can of course change what information is shown, making it a wonderfully tailored solution for each user. The dashboard shows you any scheduled meetings or calls, with your tasks listed to make sure you can start the day knowing exactly who you're going to be communicating with and when, planning your work time in the cost efficient way possible. The low-cost plan includes the ability to brand the CRM with your company logo, IMAP email access, invoicing, contact management, third-party integrations, 3GB storage, reports and message templates to make sure everyone in your business is communicating in the same way. It's also one of the cheapest at $10/user/month, providing maximum ROI when you consider the productivity it generates. ApptivoĪpptivo is a modular CRM tool that allows the business to pic and mix elements according to their specific business' needs.
#THE BEST CRM FOR APPLE MAIL SOFTWARE#
Our guide to the best CRM software will help you make the right decision for your business to get your sales and marketing off the ground in 2018. Specialised modules may be specifically tailored for a particular industry, making it more relevant than just buying a generic solution. Other modules available for a wide range of CRM software include shared calendars, so employees can see who's meeting which client and when and cost tracking to generate sales reports for each member of your sales team. For example, the first stage could be creating a database of all your contacts, but in the future, you may want to be able to send out tailored marketing materials to them too. If you're unsure how your business's needs will change in the future, it's best to choose a modular system that allows you to add on features when you need them. If you can see that your colleague spoke to them, you could follow on from the conversation or delay your follow-up. It will not provide a good customer experience if both you and your colleague have the same conversation with the same contact within days of each other - it could even result in a lost sale. The majority of CRM platforms will keep track of interactions in real-time, so if your colleague sent a customer an email yesterday, that should be logged, as well as the follow-up phone conversation you had with them this morning, for example.Ĭollaboration is a vital part of a CRM, because everyone needs complete visibility of the relationship journey.
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You can track if a customer made a purchase, what it was and how they came to buy it, as well as analysing their behaviour to see what they may want to buy in future, further tailoring your marketing materials to their profile.
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A CRM - or customer relationship management - solution is vital for any firm that wants to track communications with customers or prospects relating to sales, marketing messages and more, whether you're a B2B or B2C business.Īlthough a CRM traditionally is a place to store contact details of prospects and customers, they have evolved to track the entire sales funnel, including phone conversations, emails and face-to-face contact.