You probably keep track of client data with practice management software. But what about prospects and deals?

     

When it comes to sales and marketing, practice management software often comes up short. Lots of the firms we speak to also use Customer Relationship Management (CRM) software to manage their sales pipeline.

So I thought you’d like to know what we use for CRM. And I’ve included a link to a review of 25 of the best CRM apps.

At BizInk, our main CRM is Zoho. It’s a great value cloud platform with many of the features of market leaders like SalesForce. It’s sometimes a bit clunky but gets the job done and through its API, can connect to other software like Xero, MailChimp and Google Apps.

Recently, we’ve found the sales workflow in Zoho inefficient for the number of accounting firms we’re talking to. After some research, we’re now using Pipedrive to manage our sales pipeline.

Pipedrive is not a full-blown CRM like Zoho – it’s 100% focused on managing deals. We love that you can see all your open deals on one dashboard and order them based on which ones require action. It’s really efficient and keeps us focused on what’s important.

We’ll continue using Zoho as our workhorse CRM. It’s just a case of using the right tool for the right job.

If you’ve got client data in your Practice Management software, Pipedrive could be a nice add-on. You’ll only use it for managing deals so it doesn’t overlap. And at only $9 USD per month, it won’t break the bank.

They offer a free trial on their website if you want to try it out.

Want more information on CRMs? Have a look at this blog post from Zapier, reviewing 25 of the best CRM apps.

 

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