Lead Management Systems

[PatrickJoseph]

Looking for a new lead management system for my guys....anybody have any recommendations? Thanks in advance.

 

[djs]

Define 'my guys'.
I use AgencyIQ, works pretty well.

Dan

 

[PatrickJoseph]

haha you know .. "my guys" ... the same guys that close the leads that i purchase lol!

 

[YouGotMyMoney]

maybe if you define what you want a lead management system to do for you -you would probably get a pretty decent response

 

[Josh]

vTiger and SugarCRM are both free and/or virtually free. I'll be offering free installations of both with the webhosting I'll be offering soon. I think some folks might be put out by the $9/month for it, but we'll see.

 

[djs]

What is it you use now and what is the biggest challenge you face?

There is no single answer to your question. Tell us a bit about what you want, it would help a lot.

Let me get you started....
- Automatic round robin lead distribution
- Drip email marketing
- Management reports
- Lead reassignment
- Dialing system integration
- Automatic lead import from lead vendors
- Integration into quoting system
......

Different requirements will lead to settling with a different system. I say settle because no system is 100% of what you'll want, but some will come close.

Dan

 

[Josh]

I say settle because no system is 100% of what you'll want, but some will come close.

Also great marriage advice

 

[YouGotMyMoney]

Also great marriage advice

exactly why you dont commit to one crm system, which invariably will let you down, much better to use different programs, once for each feature it excels in.

 

[PatrickJoseph]

actually signed up with Leads360 . I was referred by one of my friends from Allstate .

 

[Frank Stastny]

Also great marriage advice

When I was a kid my grandfather gave me some great advice.

He said when I grew up I should lead my life just like Jesus Christ lead his. Stay single and love them all.