Analysis and selection of a CRM system
What has been done:
- Analysis of business processes
- Described the entire lead journey
- Working manually with Google Sheets and not seeing the big picture.
- Formation of CRM selection criteria
- Automatic follow-ups;
- Multi-user access;
- Analytics (funnel, conversion, sources).
Comparison:
Pipedrive/RemOnline/Kommo/Uspacy
Completion:
Selection of the system and assistance with implementation
- Analysis of business processes
- Described the entire lead journey
- Working manually with Google Sheets and not seeing the big picture.
- Formation of CRM selection criteria
- Automatic follow-ups;
- Multi-user access;
- Analytics (funnel, conversion, sources).
Comparison:
Pipedrive/RemOnline/Kommo/Uspacy
Completion:
Selection of the system and assistance with implementation