Best CRM for signage?

[pro-UP]

I'm doing a bit of research on CRM systems. I thought I should see what people on here use. I've used several Zoho, SalesForce, Goldmine, and a cobbled together system of excel, google sheets, and post it notes. Zoho required too much clicking. I felt like I had to constantly click around to get anything done and that it was a time waster. SalesForce is expensive and not an exact fit. I really liked Goldmine for their ease of conversation trackers, but there was no way to customize. The cheapest one I used was OnePage CRM. I liked that one but it had limited functions.

I started researching and am stuck because there are so many of them to choose from. Which CRM (customer service / project management) system / software are you using for your shop or department?

What are the biggest pain points?
What do you love about it?
What do you hate about it?
What is one (or more) feature(s) you really wish it offered.

All feedback and thoughts are welcome.

 

[LizKeenan]

I firmly believe Corebridge was the best. It had a clear UI distinction for Sales/ Customer Service and a separate one for Design and production in the same software. The only draw back is edge cases and finding jobs that are quite old can be a slog. Similarly with the line items. If something was funky is was hard to decide what a line and part was, but generally it was great.

I tried getting my company to try something else but they went the Salesforce route and it is still not usable.

 

[pro-UP]

I firmly believe Corebridge was the best. It had a clear UI distinction for Sales/ Customer Service and a separate one for Design and production in the same software. The only draw back is edge cases and finding jobs that are quite old can be a slog. Similarly with the line items. If something was funky is was hard to decide what a line and part was, but generally it was great.

I tried getting my company to try something else but they went the Salesforce route and it is still not usable.

I haven't tried Corebridge and will check it out. Yeah, Salesforce requires a lot of modification and add-on apis. Then, they cancel those whenever they want. So, that's not super helpful, lol.

 

[John Morton]

Try Sign Vox or Docket Manager

 

[TEN]

CoreBridge Evolution - when, if ever it gets released

 

[pro-UP]

Try Sign Vox or Docket Manager

Thanks, I will.

 

[tulsagraphics]

I'm doing a bit of research on CRM systems. I thought I should see what people on here use. I've used several Zoho, SalesForce, Goldmine, and a cobbled together system of excel, google sheets, and post it notes. Zoho required too much clicking. I felt like I had to constantly click around to get anything done and that it was a time waster. SalesForce is expensive and not an exact fit. I really liked Goldmine for their ease of conversation trackers, but there was no way to customize. The cheapest one I used was OnePage CRM. I liked that one but it had limited functions.

I started researching and am stuck because there are so many of them to choose from. Which CRM (customer service / project management) system / software are you using for your shop or department?

What are the biggest pain points?
What do you love about it?
What do you hate about it?
What is one (or more) feature(s) you really wish it offered.

All feedback and thoughts are welcome.

I capture leads from various sources and they're automatically imported into Zoho without any intervention (and synced to other platforms in the process). If I want to manage a campaign or view reports or whatever -- we're talking what -- 2 clicks? Zoho is great. Realistically though, I never have to log in. Zoho's API is solid, and I sync my other apps to the CRM in places where I really need it. Zoho is very affordable too. I'm on year 7 or 8? (more like 6-7, but I didn't want to go "there") lol

 

[pro-UP]

I capture leads from various sources and they're automatically imported into Zoho without any intervention (and synced to other platforms in the process). If I want to manage a campaign or view reports or whatever -- we're talking what -- 2 clicks? Zoho is great. Realistically though, I never have to log in. Zoho's API is solid, and I sync my other apps to the CRM in places where I really need it. Zoho is very affordable too. I'm on year 7 or 8? (more like 6-7, but I didn't want to go "there") lol

I can see that being the case. It may very well have not been set up properly, which sounds like it was for you. I might need to give it a second look. Thank you!