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Updated about 4 years ago,

User Stats

12
Posts
3
Votes
Chris Harpe
  • Contractor
  • Asheville, NC
3
Votes |
12
Posts

CRM alternatives to REI Blackbook?

Chris Harpe
  • Contractor
  • Asheville, NC
Posted

Greetings BP! My partner and I are looking for a CRM software that will provide the following functionality. Wondering if anyone is currently using something that accomplishes anything remotely close to this:

  • Create and/or send comprehensive, automated drip campaigns using a variety of media including email, direct mail, ringless voicemail, and text messages.
  • Collect and track information on leads obtained from drip campaigns and conversations in individual lead file.
  • Route inbound calls and record calls in the lead’s file.
  • Automatically populate lead database with information from website contact form / squeeze page and initiate drip campaign.
  • Dotloop or DocuSign integrations are a plus

We're aware of REI Blackbook, but we're wondering if there are more cost effective options that fit our needs. Any ideas? If Podio, are you using any extensions or integrations? What specifically?

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