Started using Act 4 Advisors this year and have no complaints going well.

Do all users have to be in the same office(firm)?

You don't have to actually use the tool that many people are using. The CRM tool you should use must comply all your needs in such tool. It must have the features which you need. If Act! has features that you all need then use it. You can take down notes of what features you need which you cannot live without and also a "wish list" which lists some features you want but not really necessary.

You can then look for tools that has features you listed that you cannot live without. You may check this list of tools that you can compare its features to each other and see if it has the features you need.

I love highrisehq.com its low cost and powerful whilst being easy to use. you could also try sugarcrm which is a bit more feature packed and customisable.

Zoho CRM works well for me - and yes it’s free, it’s very versatile, and very professional.

Google calendar for appointments and reminders - and yes - free.

Thanks friend for seeking for discussion. CRM stands for customer relationship management. As I know about it, today’s CRM software is highly scalable and customizable, allowing businesses to gain actionable customer insights with a back-end analytical engine, view business opportunities with predictive analytics, streamline operations and personalize customer service based on the customer’s known history and prior interactions with your business. For your technical issues you may ask here: www.geektek.com

CRM software is designed to help businesses meet the overall goals of customer relationship management. Hope you will find it valuable. Thank you.

Here's an article we wrote about the most used (and maybe the best..) CRMs for Advisors.

https://taviqinvesting.com/best-crms-financial-advisors/

Hope it helps!

scrittitrader wrote:

Zoho CRM works well for me - and yes it’s free, it’s very versatile, and very professional.

Google calendar for appointments and reminders - and yes - free.

defintelly agree with you

If anyone is still in search of a robust CRM software, DealCloud's Platform is a great option. This <a href="https://dealcloud.com/solutions/relationship-management/">capital market CRM</a> software centralizes communication data and helps firms transform insights into actionable intelligence. Other features:
- Relationship tiering
- Flexible relationship ownership
- Increased relationship intelligence
- Historical view of communication
- One-click tear sheet downloads
- Configurable permissions
- Real-time dashboards, reports, and notifications

Taken from their website:

Our data-powered platform delivers vertical-specific solutions that enable dealmakers and principal investing professionals to execute deals at the highest levels. We know that no two capital markets firms are exactly the same. That’s why we built our platform to be flexible and easily configured to meet the changing needs of private equity, growth equity, venture capital, real estate, and credit investors, as well as highly acquisitive private and public companies, investment banks, and M&A advisory firms.

Learn more: https://dealcloud.com/solutions/relationship-management/.

Hope this helps.

If anyone is still in search of a robust CRM software, DealCloud’s Platform is a great option. This <a href=“Relationship Management Software & Solution | DealCloud”>capital market CRM</a> software centralizes communication data and helps firms transform insights into actionable intelligence. Other features:

Our data-powered platform delivers vertical-specific solutions that enable dealmakers and principal investing professionals to execute deals at the highest levels. We know that no two capital markets firms are exactly the same. That’s why we built our platform to be flexible and easily configured to meet the changing needs of private equity, growth equity, venture capital, real estate, and credit investors, as well as highly acquisitive private and public companies, investment banks, and M&A advisory firms.

CRM software is an automated digital solution that helps businesses connect different departments and multiple management activities into a single cohesive system. The system enables businesses and the staff to access customer data anytime and anywhere they want. Not only does this automated solution help streamline the management and marketing operations, but it allows businesses to offer a personalized marketing experience to their customers.


With a myriad of products available on the market, the decision of selecting the best and most suitable top CRM system for your business can be quite overwhelming. It gets even more difficult for startups and companies that have never had any type of business or sales software implemented in the firm. Here, we have mentioned a few important factors you need to take into account when searching for the right vendor for the best CRM software.


Often considered as the “bread and butter” for all sizes of companies, the business CRM software is one of the most integral components of your marketing strategies. Considering the importance of CRM software in your business and management, it is extremely important for businesses to make the right choice. After all, the best CRM is going to be your long-term investment.


Enlisted below are the top CRM tools that are available in the market.


#1) monday.com

#2) User.com

#3) Oracle NetSuite

#4) Microsoft Dynamics 365 CRM

#5) Salesmate

#6) EngageBay

#7) Zoho CRM

#8) HubSpot CRM

#9) Salesflare

#10) Salesforce CRM


The CRM Tools have been used aggressively among all the companies for maintaining the organization workflows and a healthy and strong relationship with the customers.
For Small Scale Industries: HUBSPOT, Nimble, CRM Creatio would be good as their cost is very low and affordable with most of the features and it doesn’t require a dedicated team towards it.
For Medium Scale Industries: monday.com, HUBSPOT, Nimble, SugarCRM, ZOHO would be a good choice as again the price is less and provides vast features.
For Large Scale Industries: monday.com, SAP, Salesforce, PIPEDRIVE, Oracle CRM would be a better choice as their enterprise edition is costly and provide good features for big companies to handle their vast customer data and for security reasons as well.


Read More at : https://technologycounter.com/crm-software