i run a 30 person digital marketing services agency handling seo, paid ads, and ongoing client retainers, and spreadsheets are completely breaking our workflow.
we are using them to track leads, client follow ups, deal stages, and renewals, but everyone ends up updating the same info in different files. nothing syncs properly with email or mobile, and onboarding a new hire means rebuilding templates and explaining five different sheets.
we have tried a few crms like salesforce, pipedrive before, but they either felt too rigid, overly complex, or priced like we need a full time admin just to keep them running.
what we are looking for:
a customizable crm software that fits a services workflow
good email integration for tracking conversations automatically
a mobile app that reps actually use
aast setup and easy adoption for a growing team.
what is the best crm with automation features for a 30 person team..
byu/These_Run_7070 inEntrepreneur
Posted by These_Run_7070
1 Comment
It’s very easy. Give me your industry, team size, various roles in your team and decision ownership and I’ll give you the CRM