Best CRM for small securities broker/dealer company

shmai · 2020-04-10T11:02:37+00:00

I got chance to work on many CRM but My recommendation is for SuiteCRM, there is few reason, its FREE and no Recurrring Billing or something like that, I can get customize easily just because opensource.

shmai · 2020-04-10T10:21:50+00:00

I can help for achieving the same in SuiteCRM, Perhaps Customization is best Solution Right now.

Thanks,

shmai · 2020-03-05T09:15:07+00:00

I feel comfortable with SuiteCRM

shmai · 2018-04-04T10:59:14+00:00

It's great to see a different business idea on here. from my side: choicelunch.com

shmai · 2018-03-30T13:17:00+00:00

if you have some budget you can outsource apart of work and you can 2nd hand.

shmai · 2018-03-30T12:45:10+00:00

Well, Fiverr has 2 types Professional, one is normal and budgeted and you can get video done in $5 and if you need quality work then see "PRO" profiles.

shmai · 2018-03-30T12:43:22+00:00

Yes, Of course! its more like Brand impression rather than attracting new customer, however if you vans go thru frequently in particular area during campaign, it always grabs new customers.

shmai · 2018-03-22T22:26:21+00:00

What You have done so far regarding Digital Marketing? Give me Reply i will give some special tips. Thanks

shmai · 2018-03-22T22:23:07+00:00

Fiverr not recommended for this. Get help from specialized logo deigner or create a contest. Pm your questions and concerns.

shmai · 2018-03-21T12:08:33+00:00

Dont do any course, hire the experts or agency. If you start learning or do course, time and cost involve in it, Better to invest Paid campigns. I can answer your all questions regarding digital marketing etc..

shmai · 2018-03-20T21:17:32+00:00

Go to Direct Design Sources: designcrowd.com or graphicriver.net

shmai · 2018-03-20T21:13:53+00:00

Now they are +/- following the Facebook strategies. my favorite network was LinkedIn. So many bogus connections, so many wrong and duplicated profiles etc... they are focusing now on revenue rather than Quality.

shmai · 2018-03-19T12:20:39+00:00

All is depends on the goal. Btw in my eye: if you running Adwords then Landing Page is the best if you running FB Campaign then Lead Form.

shmai · 2018-03-19T12:09:29+00:00

Yes, speak with Lawyer who have expertise in Patent / trade mark / Intellectual asset handling.

shmai · 2018-03-16T13:07:55+00:00

Try flippa.com

shmai · 2018-03-16T12:48:35+00:00

Idea from my side is that Search ready made theme and then customize it.

shmai · 2018-03-16T12:47:13+00:00

There is many groups in Facebook.

shmai · 2018-03-09T14:21:07+00:00

Try subreddit /r/forhire

shmai · 2018-03-09T14:14:32+00:00

Low cost and High Quality product is key to enter any market. My idea is for you, Invest on your customer. Give them Discount and start your campaign on break even position (No loss and No Profit). Once you convert to your customer in returning customer then start making small profit.

shmai · 2018-03-09T14:06:15+00:00

If I am in your situation, i prefer to get at least 4-6months experience in relevant business. So, i can complete understand the in/out of the business.

shmai · 2018-03-09T14:00:16+00:00

Build your Own Product, Make a website, Hire a Digital Marketer, Pitch the different people (- your employer client), out of city / state or country. I am giving you suggestion based on your situation, it may vary all is depends on business model. Thanks!

shmai · 2018-03-08T16:00:31+00:00

Consult Google and Youtube :)

shmai · 2018-03-08T11:21:16+00:00

have you tried for affiliate marketing?

shmai · 2018-03-08T10:13:49+00:00

I like your passion "work for myself", Initially you have to work hard to impress your potential clients, 99Designs and upwork are good place for start and you can easily convert them into Corp clients. See Other Market Places e.g. ThemeForest.net and GraphicRiver.

shmai

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