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Poll: What CRM do you use at your startup?

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Re: Poll: What CRM do you use at your startup?

#22

Sharepad at http://gosharepad.com

Connects to any Google Apps or Gmail account and does a real time sync of email, contacts, and tasks back to the connected google account. Simply drag and drop any contact to your Padmates group to share access to your pad. In the process of getting up the FAQ and video right now.

Re: Poll: What CRM do you use at your startup?

#24
I'm interested in whether anyone has found one that will let you log messages from within GMail. I'm not talking about the "social CRM" that can pull up an avatar. I don't want to have to forward or BCC messages to get them into my CRM, so a simple "log message" button in GMail would be ideal.

Re: Poll: What CRM do you use at your startup?

#26

We tried a whole bunch of things, but sharing contacts, managing notes, follow-up reminders, etc. was just too much of a hack to bother with for a two man shop like ours. So here's what we did: 1) Make a Google spreadsheet 2) Share with the team 3) Add a "follow up" column of dates 4) Sort by that 5) Learn to love the find-in-sheet command Works great!

Would be nice if you could make an example with your sensitive data replaced?

Re: Poll: What CRM do you use at your startup?

#27

I'm interested in whether anyone has found one that will let you log messages from within GMail. I'm not talking about the "social CRM" that can pull up an avatar. I don't want to have to forward or BCC messages to get them into my CRM, so a simple "log message" button in GMail would be ideal.

what do you mean by a simple log message button? what are the benefits for this? I'm curious because I'm currently using Google contacts.

Re: Poll: What CRM do you use at your startup?

#29
post #22

Sharepad at http://gosharepad.com Connects to any Google Apps or Gmail account and does a real time sync of email, contacts, and tasks back to the connected google account. Simply drag and drop any contact to your Padmates group to share access to your pad. In the process of getting up the FAQ and video right now.

You have identified a definite pain point. Unfortunately it doesn't yet look like there is enough there for me to choose it as a core business tool.

I look forward to seeing it progress.

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