What CRM do you use?

[Patti L.]

Hi just wondering what CRM people are using and what they like/dislike.

Looking for something that:

1) I can add a new contact from my mobile device -- so they have an app (android)

2) I can add my own data fields

Would love some recommendations.

TIA!

[Robert Syfert]

Hi @Patti L.,

Just to follow up on @Major Robertson comments. Podio is the very popular for investors, because it can be adjusted to match your existing business processes and scale as your business does. It was a bit easier and less expensive to get into Podio before they purchased Globiflow, since you did not have to purchase the higher level or Podio to get the automation most need. Now it is all one for new users and requires a much larger monthly dollar commitment than before.

If you get into Podio you will also want to use Zapier, because then you can do about anything you want with Podio. For example you could have Zapier take every contact you add to you Google contacts and create them in Podio.

We are big fans of Podio and have a whole tech team who handles this for our investors, so if we can help just let us know.