CRMs / Database Software
I'm sure this has been asked a million times, but I'm looking for reccomendations for a cheap-ish software for a three broker team that is easy to use. My main thing is simplicity. I was at one of the big brokerages in the past that had salesforce and it was just overkill with how complex and time consuming it was to use. This is for debt/equity brokerage, occasionally investment sales deals.
[{"id": "fp2nv55", "text": "Pipedrive. Easy, breazy, beautiful. Pipedrive.", "replies": [{"id": "fp47nis", "text": "Can you share the pros and cons to Pipedrive? I've also came from Salesforce and it was just too complex. I jumped on LionsDesk, but that's not really geared towards commercial. Thanks for your input!", "replies": [{"id": "fp4uxs4", "text": "For sure.\n\nPros\n1. Pretty cheap. The basic package is $15 a month. \n2. It lets you input a contact/business/deal with very minimal info. If all you have is a name, an address, and a phone number you can input just those and then customize your input fields to let you put more info into it later. Just super user friendly overall.\n3. Has a great live customer support via desktop chat or on the phone.\n4. ACTIVITIES: One of the major components of any sort of sales is follow up and you can set your daily activities to anything you want. Phone call, email, meeting and give it a label, time, date, notes, documents attached, things you actually need. Then it pulls up on a super easy format on the day that activity is dated and automatically makes you \"schedule next activity\" or cancel it \n5. Link it to your calendar, track your calls/call times\n6. The upgraded packages have links to email, team access and a bunch more that I haven't bothered to upgrade to yet because I don't need it yet\n7. I feel like it's Salesforce but simple. My Salesforce was designed for our company (Marcus and Millichap) so I would imagine it's different other places but I'm a fan of pipedrive. \n\nTbh on the cons side I haven't really thought about it. I tried sales force for like 2 weeks when I started because my company provides it but my dad recommended pipedrive and I tried it and didn't look back. Been using it for a year and a half now and I don't see a need to change anywhere in the future except to upgrade.", "replies": [{"id": "fp7uw7h", "text": "I too think Salesforce is too complex and cumbersome. I tried Clientlook but when uploading via Excel it only allowed me to input a company and contact. Had to go in and link the property manually. I ditched it. Will pipedrive allow you to upload an Excel database and customize fields to show like \u201clast sale date\u201d?", "replies": [], "depth": 4}, {"id": "fp7ux2w", "text": "I too think Salesforce is too complex and cumbersome. I tried Clientlook but when uploading via Excel it only allowed me to input a company and contact. Had to go in and link the property manually. I ditched it. Will pipedrive allow you to upload an Excel database and customize fields to show like \u201clast sale date\u201d?", "replies": [], "depth": 4}, {"id": "fp7uzvj", "text": "I too think Salesforce is too complex and cumbersome. I tried Clientlook but when uploading via Excel it only allowed me to input a company and contact. Had to go in and link the property manually. I ditched it. Will pipedrive allow you to upload an Excel database and customize fields to show like \u201clast sale date\u201d?", "replies": [], "depth": 4}, {"id": "fp9bnmy", "text": "I too think Salesforce is too complex and cumbersome. I tried Clientlook but when uploading via Excel it only allowed me to input a company and contact. Had to go in and link the property manually. I ditched it. Will pipedrive allow you to upload an Excel database and customize fields to show like \u201clast sale date\u201d?", "replies": [], "depth": 4}], "depth": 3}], "depth": 2}], "depth": 1}]