We regularly receive requests from firms wanting to know what CRM (client relationship management) software they should purchase? The first consideration is what the software is for? Are you looking for an integrated solution to keep track of your prospect and client relationships?
What do you currently use? Your current accounting software program may already have a ready made solution. For example, APS CRM module is an essential addition for firms using this platform.
An inexpensive solution is to purchase a generic stand-alone program such as ACT, which will contain all the key elements of a CRM. Of if you are working ‘in the clouds,’ you might consider BATCHBOOK or SAGE’s online version of ACT. What works for you?
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