• We’re currently investigating an issue related to the forum theme and styling that is impacting page layout and visual formatting. The problem has been identified, and we are actively working on a resolution. There is no impact to user data or functionality, this is strictly a front-end display issue. We’ll post an update once the fix has been deployed. Thanks for your patience while we get this sorted.

Looking for Lead Tracking / CRM software

techfuzz

Diamond Member
I've been asked to look for a new lead tracking / CRM software solution for the company I work for. We're currently using Deltek Vision, but it doesn't integrate well with Outlook and doesn't support mobile devices yet. We've recently tested Microsoft CRM and ACT! by Sage Software. MS CRM was way too cumbersome for our users and had too many components like financial integration that we don't need. ACT is more of a contact manager and not a lead tracking / CRM solution.

Does anyone have any suggestions what we should look at next?

techfuzz
 
This is up my alley - project manager for the last 2 years - and current sys admin.

Pivotal CRM is probably the best, most fully featured CRM software around - Leads, Opportunities, Mobile support - your sales team can work fully offline, then sync up when they get back on your network.

PM me if you have questions, or check out www.pivotal.com

It has a module called "OSM" , or Outlook Sync Manager, as well.
 
Back
Top