Customer relationship marketing (CRM) is a business process in which client relationships, customer loyalty and brand value are built through marketing strategies and activities. CRM allows businesses to develop long-term relationships with established and new customers while helping streamline corporate performance. – Techopedia

Some key features that I find useful in a CRM include:

  • email tracking
  • lead tracking
  • projects, tasks, appts. and notes
  • Customer information
  • Support ticket integration

I have tested many CRM’s to run my business and some include more features than others. Some of them have been great but too expensive or very confusing to use, others have been missing components I need for my business. One important key feature I need for my business is customer support tracking where my clients can email me questions, or tasks, etc. and these go into a support portal that I can track. The one I use is called Freshdesk.  With this said, I have been using Freshsales by Freshworks.

Below you will find several CRMs that I have tested and used that you can check out to see what you may find useful for your business. I have their logo linking to their pricing page. If you find one that you like, let me know and I can help you get this setup through my Tech Block services. 623.688.3741


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