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Reply to CRM and Separate Phone Service     
Old 05-22-2017, 04:59 PM   #1
Super Genius
 
Join Date: May 2010
Posts:192
State: SusieQ2 is an Insurance Agent from Undisclosed Location
CRM and Separate Phone Service CRM and Separate Phone Service
I'm still using a landline. (Manual dialing is slow and very inefficient. DUH) I want to be able to make phone calls from my computer.

I want to keep my CRM and phone service separate in case things go south with one or the other and then I'm not stuck. Been there done that.

What is the best service to be able to make phone calls from my computer? I want to be able to bring up a contact from my database and just click on the phone number to dial or if someone sends me an email and they're not in my database I can just click on the phone number and it will dial that phone number.

Then I can use a database, Zoho, Nethunt CRM, etc. to take notes.

Or am I better off to use something like Vanilla Soft and keep it all together?
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Old 05-23-2017, 07:43 AM   #2
Super Genius
Matthew King on CRM and Separate Phone Service
 
Join Date: Dec 2014
Posts:162
State: Matthew King is an Insurance Agent from Virginia
CRM and Separate Phone Service Re: CRM and Separate Phone Service
Originally Posted by SusieQ2 View Post
I'm still using a landline. (Manual dialing is slow and very inefficient. DUH) I want to be able to make phone calls from my computer.

I want to keep my CRM and phone service separate in case things go south with one or the other and then I'm not stuck. Been there done that.

What is the best service to be able to make phone calls from my computer? I want to be able to bring up a contact from my database and just click on the phone number to dial or if someone sends me an email and they're not in my database I can just click on the phone number and it will dial that phone number.

Then I can use a database, Zoho, Nethunt CRM, etc. to take notes.

Or am I better off to use something like Vanilla Soft and keep it all together?
You could always look into using ring-central. Depending on your browser they have extensions too where you can call from your email while being on the computer.

You could use zoho or some others. Depends on the how robust you want the CRM and if you want it to be free or not.

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  Reply With Quote to CRM and Separate Phone Service
Old 05-25-2017, 11:40 AM   #3
New Member
 
Join Date: May 2017
Posts:1
State: ntrimble54 is an Insurance Agent from
CRM and Separate Phone Service Re: CRM and Separate Phone Service
Originally Posted by SusieQ2 View Post
I'm still using a landline. (Manual dialing is slow and very inefficient. DUH) I want to be able to make phone calls from my computer.

I want to keep my CRM and phone service separate in case things go south with one or the other and then I'm not stuck. Been there done that.

What is the best service to be able to make phone calls from my computer? I want to be able to bring up a contact from my database and just click on the phone number to dial or if someone sends me an email and they're not in my database I can just click on the phone number and it will dial that phone number.

Then I can use a database, Zoho, Nethunt CRM, etc. to take notes.

Or am I better off to use something like Vanilla Soft and keep it all together?
Hey check out Apliant! (I work there) we have it all on one mobile platform.
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  Reply With Quote to CRM and Separate Phone Service
Old 08-09-2017, 09:17 AM   #4
New Member
 
Join Date: Jan 2014
Posts:4
State: scottlyscott is an Insurance Agent from
CRM and Separate Phone Service Re: CRM and Separate Phone Service
If you're still looking, check out Cloudia Assistant. It has several options for dialing but has an awesome drip marketing system such as I've never seen. I have been using CRMs for 30 years now and Cloudia has been the easiest to learn and use and it brings business to you. I work for Cloudia but I'm telling you, I was shocked when I saw how easy it was to create drip marketing campaigns.
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Old 08-10-2017, 05:13 PM   #5
Super Genius
 
Join Date: May 2010
Posts:192
State: SusieQ2 is an Insurance Agent from Undisclosed Location
CRM and Separate Phone Service Re: CRM and Separate Phone Service SusieQ2 is the thread starter for: CRM and Separate Phone Service

Anyone else using Cloudia Assistant?
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Old 08-10-2017, 08:36 PM   #6
Guru
 
Join Date: Feb 2016
Posts:358
State: jboussea is an Insurance Agent from Undisclosed Location
CRM and Separate Phone Service Re: CRM and Separate Phone Service
nextiva and ringcentral ... i'm currently using a ringcentral trial run but the price is steep for one man show.. I might go with nextiva they have a $38 plan that might work for me.. the equivalent ringcentral plan is $55
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Old 08-11-2017, 11:23 AM   #7
Super Genius
Matthew King on CRM and Separate Phone Service
 
Join Date: Dec 2014
Posts:162
State: Matthew King is an Insurance Agent from Virginia
CRM and Separate Phone Service Re: CRM and Separate Phone Service
I haven't looked into Cloudia Assistant. RingCentral is a bit on the expensive side, you could also try getting google apps for work then looking through the marketplace there for some "cheap" alternatives to start off with.
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