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Thread: Small Business CRM Recommendations?

  1. #1
    Join Date
    Aug 2021
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    Small Business CRM Recommendations?

    I'm seeking for customer relationship management software that will work effectively for a custom customized tailor. The software is required by a friend. He presently runs his business primarily through Odoo partners, Gmail and text, which limits his ability to handle existing contacts. He fits clients for suits and other custom menswear items as he travels from client to client. Once fitted, I'd estimate that clients buy new shirts/suits from him 2-3 times a year on average, with some ordering 4+ times.

    To be more specific, he works in the Northeast region of the United States, frequently travelling between Washington, DC, and Boston to see customers. He definitely needs the ability to map out clients' whereabouts geographically so he can target them when he's in the region visiting other clients. I believe Nutshell CRM has this capability, but I'm not sure if there are any other CRM suites that are better suited to this type of sales interaction.

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    Last edited by Juliek2; 08-12-2021 at 04:13 AM.

  2. #2
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    Aug 2021
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    1
    Quote Originally Posted by Julisek2 View Post
    I'm seeking for customer relationship management software that will work effectively for a custom customized tailor. The software is required by a friend. He presently runs his business primarily through Gmail and text, which limits his ability to handle existing contacts. He fits clients for suits and other custom menswear items as he travels from client to client. Once fitted, I'd estimate that clients buy new shirts/suits from him 2-3 times a year on average, with some ordering 4+ times.

    To be more specific, he works in the Northeast region of the United States, frequently travelling between Washington, DC, and Boston to see customers. He definitely needs the ability to map out clients' whereabouts geographically so he can target them when he's in the region visiting other clients. I believe Nutshell CRM has this capability, but I'm not sure if there are any other CRM suites that are better suited to this type of sales interaction.
    is Small Business CRM Recommendations?

  3. #3
    Join Date
    Aug 2021
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    1
    Salesforce
    Hubspot
    Salesmate CRM
    Zoho
    Agile CRM
    Freshworks CRM
    Capsule CRM
    Microsoft Dynamics 365

  4. #4
    Join Date
    Nov 2017
    Location
    Nottingham
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    Definietely agree with Zoho

  5. #5
    Join Date
    May 2019
    Posts
    1
    I use Zoho. Very good opinion for small business.

  6. #6
    Join Date
    Nov 2021
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    1
    Quote Originally Posted by Juliek2 View Post
    I'm seeking for customer relationship management software that will work effectively for a custom customized tailor. The software is required by a friend. He presently runs his business primarily through Odoo partners, Gmail and text, which limits his ability to handle existing contacts. He fits clients for suits and other custom menswear items as he travels from client to client. Once fitted, I'd estimate that clients buy new shirts/suits from him 2-3 times a year on average, with some ordering 4+ times.

    To be more specific, he works in the Northeast region of the United States, frequently travelling between Washington, DC, and Boston to see customers. He definitely needs the ability to map out clients' whereabouts geographically so he can target them when he's in the region visiting other clients. I believe Nutshell CRM has this capability, but I'm not sure if there are any other CRM suites that are better suited to this type of sales interaction.
    To solve this problem, you need to make a clear list of the necessary functions that you want to receive from the CRM. And then seek advice from specialists. They will help turn your wishes into a technical assignment for developers and create a program for their tasks that will solve them 100% the way you need them.

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