Looking for the Right CRM

[Brenden Mitchum]

Calling all Wholesalers and Lead Generators!

I am looking for the right CRM to build around our cold calling / wholesale business. The number of services out there is pretty overwhelming so I just wanted to see if anyone here would mind suggesting some options. Here are our criteria:

1. Easy to use but detailed lead upload tool

2. Ability to add tags to contacts

3. Can set up drip campaigns based on tags

4. Can batch text (and text via drip campaigns)

5. Can voicemail drop (via drip campaigns too)

6. Easily organize contacts and make lists by tags

7. Has group plans or a way of syncing multiple accounts so all have access to the same contacts

8. Provides dialer numbers for each user/account

9. Can easily take notes in the contact during calls

10. Batch email would also be great but isn't a must

Currently using Followup Boss and I love it but it does not do 4 & 5 which leaves a large gap in what we're trying to do. So, alternatively, if anyone has an affordable service that does 4 & 5 and can integrate with FUB or Zapier, that would be great too!

[Chris Seveney]

Quote from @Brenden Mitchum:

Calling all Wholesalers and Lead Generators!

I am looking for the right CRM to build around our cold calling / wholesale business. The number of services out there is pretty overwhelming so I just wanted to see if anyone here would mind suggesting some options. Here are our criteria:

1. Easy to use but detailed lead upload tool

2. Ability to add tags to contacts

3. Can set up drip campaigns based on tags

4. Can batch text (and text via drip campaigns)

5. Can voicemail drop (via drip campaigns too)

6. Easily organize contacts and make lists by tags

7. Has group plans or a way of syncing multiple accounts so all have access to the same contacts

8. Provides dialer numbers for each user/account

9. Can easily take notes in the contact during calls

10. Batch email would also be great but isn't a must

Currently using Followup Boss and I love it but it does not do 4 & 5 which leaves a large gap in what we're trying to do. So, alternatively, if anyone has an affordable service that does 4 & 5 and can integrate with FUB or Zapier, that would be great too!

 We use Keap. It can do most of the above except voicemail drop but with zapier you can pretty much do anything.