Any good lead/contact management platforms?

[baldidiotbaldidiot is verified member.]

We're looking at finding a better way of handling contact requests from people. Currently it's just emails or contact forms and a bit sporadic.

I'm assuming there must be some kind of online contact management platforms out there? Has any one used any they can recommend.

Ideally something that can act as an inbox for all of our contact forms and with template replies that can be quickly used as a reply. Multi user log in would be handy, especially if it tracks activity (ie: so we know who has replied to what) and even better if it could have different permissions (eg: access to only certain addresses).

I know you could technically do this with a shared gmail account but it feels like there should be a better option. I did a very half hearted google but wasn't sure what to even call it.

Anyone got any ideas?

 

[boxfish]

Think it is a CRM you require

"CRM stands for Customer Relationship Management. It's a technology used to manage interactions with customers and potential customers"

Think services like Salesforce and Hubspot do this

 

[ratboy]

I'd had a look at Pipedrive - it's a premium service, but you can integrate your gmail and have multi-users with standard fields and templates - I also like the column style of managing leads through the pipeline

Pipedrive

 

[lazaruslazarus is verified member.]

Take a look at AppSumo
https://appsumo.com/software?query=crm

They have lifetime deals.

 

[baldidiotbaldidiot is verified member.]

Great, thanks all. I think my main issue was that I didn't know what it was called so now it looks like there are plenty of options!

 

[m4cm4c is verified member.]

If it’s just for a single business, and you want to track all contacts over time, with ongoing manual messaging and follow up activity:
Try OnePageCRM.com - I starting using this in my FT sales role, after polling many business friends.

if you have multiple businesses / websites / databases, and / or also require automated messaging and follow up sequences, for Lead Generation and conversion:
GoHighLevel.com - it’s a beast of platform but so powerful if you can get you head around

 

[baldidiotbaldidiot is verified member.]

If it’s just for a single business, and you want to track all contacts over time, with ongoing manual messaging and follow up activity:
Try OnePageCRM.com - I starting using this in my FT sales role, after polling many business friends.

Quick and simple is what we're after so this looks like a nice option, thanks!

 

[diablo]

Tawk.to offer a free CRM - Contacts:

https://www.tawk.to/software/contacts/

 

[Duncantr]

I’ve been using SMS.To for text messaging, which saves time switching between tools. Makes everything smoother, especially for quick updates or reminders. Worth a look if you want something simple but flexible.

 

[HelmutsHelmuts is verified member.]

Tawk.to offer a free CRM - Contacts:

https://www.tawk.to/software/contacts/

Btw, in my Riga coworking place I have been using for years (when in Latvia) > tawk.to has an office (one of their golab HQs) on my floor (business friends). If anyone needs a personal introduction > happy to help! .. they are heavily invested now in ai agents (me personally, I prefer human support only)