Highrise from 37signals is a popular choice for CRM. There is also a free plan available with fewer features. There are several different plans to choose from, with single-user plan available for $9.95 per month. It also offers customizable web forms that can be used on your website to send data directly to BatchBook. A few features that can be especially useful for freelancers are the integration with social media (view blog posts, photos, and tweets of your contacts) and integration with FreshBooks, Google Contacts, MailChimp and more. Here we will look at affordable (and some are even free) options that may be a good fit for designers.īatchBook comes with features like a shared company address book, custom data management by using tags, communication history, lists and reports, and more. Not surprisingly, those options also tend to carry higher price tags. Some of the more robust options are better-suited for large sales forces and (in my opinion) are more than what is necessary for a freelancer or a small design studio. There are a lot of options for CRM and many different types of professionals that use these resources. Gmail, Thunderbird and Outlook all offer some contact management features in addition to email, and in this post we’ll look at other resources that can also help you with CRM (customer relationship management). It’s important to be able to keep track of your contacts and to have an organized approach to provide service to them, not to mention the need to keep track of professional contacts in your network. Freelancers are typically in communication with a lot of clients and potential clients at any given time.
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