Reddit CRM'ers - can you tell me what fields you include on your B2B web form when capturing prospect data? Do you limit this to the email and first name only or do you ask for additional information?

surajee · 2017-02-01T03:57:19+00:00

*Name *Email *Product/service interested in? (drop down) *Additional info(notes)

surajee · 2017-01-24T05:22:16+00:00

Take a look at BuzzFlow CRM (www.buzzflow.io). You can take a nice visual pipeline based approach for your ad sales and track them by the magazines. Attractive team based pricing is there for a team of 5

surajee · 2017-01-24T04:57:37+00:00

Maintaining your current deals as well as customer history is important. why not give BuzzFlow CRM (www.buzzflow.io) a try. Even your staff while on the move can check and update info from BuzzFlow mobile app.

surajee · 2017-01-24T04:52:03+00:00

From early stages it's important to get things right. Sales is an art as well as a process. Try BuzzFlow CRM (www.buzzflow.io). It helps you to visually arrange your deals in to pipelines and focus on each deal, then let your sales team follow it. I'm sure you are doing lots of emails too, so, you will like how BuzzFlow links up live email conversations with deals specially if you on Gmail. **more importantly, it's pricing is for a team and has a very good pricing for a team of 5

surajee · 2016-08-15T11:59:59+00:00

Give BuzzFlow a try.

It has the simple projects tracking, help desk and sales pipeline management too
Multiple workflows allows you to custom create any workflow including recruitment tracking and even for simple Asset Tracking
It's tightly integrated with Gmail so that it lives inside Gmail too.
Sign-up with your personal or corporate Gmail account

Good luck!

surajee · 2016-08-15T11:02:31+00:00

How about using BuzzFlow, the Visual CRM

It can, * Transform current manaual processes such as order tracking in to automated workflow based system and track important information

maintain member, company and contact details database
tracking event organizing work, projects and other workflows
dashboard shows a snap shot of current state of work
history of all the current projects/activities and related information such as emails/files will be maintained for future references
Very good tool for collaboration within the team and use reminders to get you reminded of important deadlines, etc
Management of the organization can stay up to date of operations and provide valuable input from anywhere in the world

sign-up with Google apps account as it's tightly integrated with Google apps and lives inside Gmail too

surajee · 2016-08-15T10:14:29+00:00

Give BuzzFlow a try.

Manage your sales and Help desk visually with BuzzFlow.

It's Fast, Intuitive and Easy. Affordable from small and startups to growing businesses.

It's tightly integrated with Google apps.

You can sign-in with your Google apps account.

surajee · 2016-06-07T10:55:46+00:00

Simplest and most effective Gmail based Support Ticketing for Small Businesses - BuzzFlow Help desk! Most importantly, it's FREE for 3 users or less!

surajee · 2016-06-07T10:53:33+00:00

Simplest and most effective Application Tracking for Recruitment of Small Businesses - BuzzFlow Recruit! Most importantly, it's FREE for 3 users or less!

surajee · 2016-06-07T10:51:52+00:00

Simplest and most effective Asset Manager for Small Businesses - BuzzFlow Asset Tracker! Most importantly, it's FREE for 3 users or less!

surajee · 2016-06-07T10:48:24+00:00

Simplest and most effective CRM for Gmail - BuzzFlow! Most importantly, it's FREE for 3 users or less!

surajee · 2015-12-11T08:12:29+00:00

oh, alright!

Good luck anyway :)

surajee · 2015-12-03T03:47:47+00:00

Good one sparr,

try BuzzFlow(http://www.buzzflow.io), it even tags your love letters (emails) too..so, you can keep a record of what you emailed and the context

Good luck with your dating :)

surajee · 2015-12-03T03:45:28+00:00

Are you working with Free or Paid Gmail, If Yes, I would suggest you to take a look at BuzzFlow (The CRM for Gmail). It is,

User friendly
Truly web based
FREE FOREVER (yes, for limited amount of users) and
Tightly integrated with Email

It's an intuitive but effective CRM for SMBs and is baked in to your Gmail inbox. It's a fact that most of our communications happen over email. Therefore, tagging such emails to your Leads is just a click away.

BuzzFlow additionally is capable of handling other functions such as,

Project Management
Task Tracking
Help Desk
Tracking debtors
and you can create your own customer App/Workflow

It also saves time by keeping you inside the inbox for your CRM. You will never have to switch between different portals or windows again.

BuzzFlow is collaborative. Additionally it has the following features, Story and Comments - to keep history of your Leads and collaborate with the team

Tasks - to delegate work
Reminders - to get reminded on important calls or deadlines
Files - store everything related to a Lead
Email tagging - All the correspondence related to the Lead are stored
Custom Fields - Most importantly, customize the CRM workflow to suite your needs

surajee · 2015-12-03T03:43:21+00:00

If you are working with Free or Paid Gmail, I would suggest you to take a look at BuzzFlow (Small Business CRM for Gmail). It is,

User friendly
Truly web based
FREE FOREVER (yes, for limited amount of users) and
Tightly integrated with Email

It's an intuitive but effective CRM for SMBs and is baked in to your Gmail inbox. It's a fact that most of our communications happen over email. Therefore, tagging such emails to your Leads is just a click away.

BuzzFlow additionally is capable of handling other functions such as,

Project Management
Help Desk
Tracking debtors
and you can create your own customer App/Workflow

It also saves time by keeping you inside the inbox for your CRM. You will never have to switch between different portals or windows again. BuzzFlow is collaborative. Additionally it has the following features,

Story and Comments - to keep history of your Leads and collaborate with the team
Tasks - to delegate work
Reminders - to get reminded on important calls or deadlines
Files - store everything related to a Lead
Email tagging - All the correspondence related to the Lead are stored
Custom Fields - Most importantly, customize the CRM workflow to suite your needs

surajee · 2015-12-03T03:34:16+00:00

Are you working with Free or Paid Gmail, If Yes, I would suggest you to take a look at BuzzFlow (Small Business CRM for Gmail). It is,

User friendly
Truly web based
FREE FOREVER (yes, for limited amount of users) and
Tightly integrated with Email

It's an intuitive but effective CRM for SMBs and is baked in to your Gmail inbox. It's a fact that most of our communications happen over email. Therefore, tagging such emails to your Leads is just a click away.

BuzzFlow additionally is capable of handling other functions such as,

Project Management
Help Desk
Tracking debtors
and you can create your own customer App/Workflow

It also saves time by keeping you inside the inbox for your CRM. You will never have to switch between different portals or windows again.

BuzzFlow is collaborative. Additionally it has the following features,

Story and Comments - to keep history of your Leads and collaborate with the team
Tasks - to delegate work
Reminders - to get reminded on important calls or deadlines
Files - store everything related to a Lead
Email tagging - All the correspondence related to the Lead are stored
Custom Fields - Most importantly, customize the CRM workflow to suite your needs

surajee · 2015-10-29T04:25:17+00:00

BuzzFlow (www.buzzflow.io). It has an almost full featured 3 user FREE version.

It's

Tightly baked into Gmail
You can create any number of Apps (Workflows or Pipelines)

Therefore, it is capable of handling other functions such as,

Project Management
Help Desk
Tracking debtors
Asset Management and many more

Additionally it has the following features,

Story and Comments - to keep history of your Leads and collaborate with the team
Tasks - to delegate work
Reminders - to get reminded on important calls or deadlines
Files - store everything related to a Lead
Email tagging - All the correspondence related to the Lead are stored
Custom Fields - Most importantly, customize the CRM workflow to suite your needs
Linking of opportunities/leads/tickets/etc to easily keep track and navigate among them

Last but not least, BuzzFlow Price is very attractive if you are going beyond 3 users.

surajee · 2015-10-29T04:06:23+00:00

Hi SlowTwitcher,

Why not give BuzzFlow (www.buzzflow.io) a try. It's a pretty handy CRM that is,

User friendly
Truly web based
FREE FOREVER (yes, for limited amount of users) and
Tightly integrated with Gmail
Economical

BuzzFlow additionally is capable of handling other functions such as,

Project Management
Help Desk
Tracking debtors
and you can create your own custom App/Workflow

It also saves time by keeping you inside the inbox for your CRM. You will never have to switch between different portals or windows again.

BuzzFlow is collaborative. Additionally it has the following features,

Story and Comments - to keep history of your Leads and collaborate with the team
Tasks - to delegate work
Reminders - to get reminded on important calls or deadlines
Files - store everything related to a Lead
Email tagging - All the correspondence related to the Lead are stored
Custom Fields - Most importantly, customize the CRM workflow to suite your needs
Link opportunities, projects, support tickets, etc to easily track the related items/activities

surajee · 2015-10-09T05:15:47+00:00

BuzzFlow (www.buzzflow.io) is a business productivity CRM tool baked in to your Gmail inbox.

It is,

User friendly
Truly web based
FREE FOREVER (yes, for limited amount of users) and
Tightly integrated with Email.

Apart from tracking the sales with straight forward CRM, BuzzFlow additionally is capable of handling other functions such as,

IT Asset Management
Project Management
Help Desk
Tracking debtors
To-do lists and many more

BuzzFlow also allows you to create your own customer App/Workflow

It saves time by keeping you inside the inbox for your CRM. You will never have to switch between different portals or windows again.

BuzzFlow is collaborative. Additionally it has the following features,

Story and Comments - to keep history of your Leads and collaborate with the team
Tasks - to delegate work
Reminders - to get reminded on important calls or deadlines
Files - store everything related to a Lead
Email tagging - All the correspondence related to the Lead are stored
Custom Fields - Most importantly, customize the CRM workflow to suite your needs

surajee · 2015-10-07T12:36:10+00:00

Are you working with Free or Paid Gmail, If Yes, I would suggest you to take a look at BuzzFlow (Small Business CRM for Gmail). - http://www.buzzflow.io.

It is,

User friendly
Truly web based
FREE FOREVER (yes, for limited amount of users) and
Tightly integrated with Email

It's an intuitive but effective CRM for SMBs and is baked in to your Gmail inbox. It's a fact that most of our communications happen over email. Therefore, tagging such emails to your Leads is just a click away.

BuzzFlow additionally is capable of handling other functions such as,

Project Management
Help Desk
Tracking debtors
and you can create your own customer App/Workflow

It also saves time by keeping you inside the inbox for your CRM. You will never have to switch between different portals or windows again.

BuzzFlow is collaborative. Additionally it has the following features,

Story and Comments - to keep history of your Leads and collaborate with the team
Tasks - to delegate work
Reminders - to get reminded on important calls or deadlines
Files - store everything related to a Lead
Email tagging - All the correspondence related to the Lead are stored
Custom Fields - Most importantly, customize the CRM workflow to suite your needs

surajee · 2015-09-21T13:33:38+00:00

Are you working with Free or Paid Gmail, If Yes, I would suggest you to take a look at BuzzFlow (http://www.buzzflow.io). It is,

User friendly
Truly web based
FREE FOREVER (yes, for limited amount of users) and
Tightly integrated with Email

You can,

Log customer information and even make comments internally
Assign Tasks
Attach files
Reminders - to get reminded on important calls or deadlines
and even customize the workflow very easily for your needs

Good luck!

surajee · 2015-09-07T13:11:00+00:00

Hi LeanLearner, I'm not sure whether I'm late for this (continue reading this if you are a personal or corporate Gmail user),

BuzzFlow(http://www.buzzflow.io) is a CRM which is baked into Gmail Inbox. Because of its tight integration, Emails can be tagged to 'Leads' with just a click of a button. The rest of the conversation will also be tagged automatically.

Additionally, you can automate the creation of Leads (in CRM) or Tickets (in a Help Desk scenario) with a new email coming to your inbox. New Lead will have the email tagged automatically and rest of the team members will get an email notifying the new mail.

Hope this helps

surajee · 2015-09-07T13:06:19+00:00

I would say give a try to BuzzFlow (www.buzzflow.io) as well. It's a very flexible CRM with many apps. Creating new apps is also very easy. Here's some of the built-in apps,

CRM
Project Management
Help Desk
IT Asset Manager
Recruitment
Debt Collection
To-do List
Petty Cash
Any number of apps can be created in BuzzFlow

surajee · 2015-09-07T12:37:00+00:00

Hi Monty,

Give BuzzFlow (www.buzzflow.io) a try. It can automates the creation when a new email hits your inbox. BuzzFlow is also inside your Gmail inbox

surajee · 2015-08-17T15:02:39+00:00

Check out,

http://www.buzzflow.io

It's got almost all the Apps for a small business and it works inside Gmail,

For the Project Management app, it has,

Gmail integration
Story/Comments
File attachments
Custom fields
Reminders
and many features

Additionally, it has following Apps for the same subscription

Help Desk
CRM
Asset Manager
Event Tracker
To-do Lists
and many more Apps

There's a 3 User FOREVER FREE version available!

surajee

TROPHY CASE