I am looking to finally implement somekind of CRM here, as it get's more painful to run business without it. At the moment Zoho or Highrise seem like solutions I can consider. We're using Google Apps also, so all email is in there. Zoho seems to handle GMail integration better(at least judging by their video) though.
Update: looks like Salesforce could be another good, albeit more expensive option?
I am seeking some recommendations on which one would be better to use and integrate with Google Apps. I am basically looking for the following high level features:
- Keeping track of customer communications, with reminders when to follow and such
- Having clear understanding of what's in pipeline, at what stages, how much business closed every month
- Keeping customer profiles and contact information and sharing it among ourselves here
One thing that I may be looking for in the future is high level project management features.
Can someone who used either of these systems shed somelight of whether they helpful or painful to use for what I need?