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GROW
DAILY EMAIL TIPS
INNER CIRCLE
12 WEEKS TO PEAK
CRM
HUBSPOT
KEAP CRM
CRM QUIZ
CRMs TO CONSIDER
PRE-MADE KEAP CAMPAIGNS
ABOUT
SPEAKING
MEDIA APPEARANCES
FAQ/SAQ
CONTACT
RESOURCES
12 WEEKS TO PEAK
THE SALES PODCAST
THE CRM SUSHI PODCAST
BE A PODCAST GUEST
SALES BOOK
SALES FLASHCARDS
BLOG
CRM Quiz
CompanyHub on The CRM Sushi Podcast
Wes Schaeffer
|
June 13, 2018
Automate Your CRM Without Writing a Single Line of Code
Stream below or right
click here
to download the episode.
[ LISTEN NOW ON ITUNES ]
What You'll Learn In This Episode of The CRM Sushi Podcast...
Affordable CRM starting at $24/mo/user (billed annually)
Quick Add new contacts
Web-to-Lead
Import CSV
Add, Edit, Merge Contacts and Companies
Hotness Meter for reminders
Email sync
Add CC's to Contacts and Sync Emails as a "smart suggestion"
Send emails
GMail plugin available
Templates available
Realtime tracking without the recipient knowing
Click and drag Pipeline Stages
Click "Won"
Click "Lost"
Table View—Sort / Filter with advanced filtering
Drag and drop to reorder columns
More than 20 pre-defined reports
Easy to customize
Automation
ProductHunt UTron
No cost setup
Chat support
Integrations
Zapier
PieSync
API
5 to 100 users
Not a bulk email provider
Set user permissions
Chrome Extension for notifications
Android and iOS mobile applications
Watch Previous Episodes of
The CRM Sushi Podcast
Links Mentioned In The CRM Sushi Podcast
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CompanyHub
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