3 posts tagged crm.
I ran a 58,000-contact Follow Up Boss account for years. Here is what it does better than anything else, where it quietly fails, and when switching is a bad idea.
Your contacts are the easy part. What breaks in a CRM migration is the history, the tags, and the trust you had in your own data. Here is how to move without wrecking it.
The best CRM is the one you actually open. Here is how to test that before you buy, and where a chat-first CRM is the wrong choice.