Who uses a free CRM? Pros? Cons?

like
Posting as :
works at
You are currently posting as works at

www.zoho.com I enjoy the free version. Paid versions are even better.

We use Redtail. Awesome.

Go to www.onpointecrm.com.

Very unique CRM

Related Posts

How much are you getting paid? How many years of experience do you have? What specialty? What is the metropolitan city you work in?

I live in south Florida and work in the city of Fort Lauderdale. I work at a level one trauma/teach hospital (with 750ish beds). I have a total of 1 year of experience on a medical/surgical telemetry trauma floor. My base pay just went up to $28.65.

I know I do not have that much experience but I'm starting to feel like I should be getting paid more.

like

Moving to London spring 2023. Literally never been. ANY advice appreciated.

Looking at these areas based on research to rent in:

Greenwich
Angel/Clerkenwell
Clapham
Herne hill
Camden
Elephant Yard
Shoreditch

1 or 2 bedroom, budget ~3k per month. Zone 1 or 2. Need dog friendly with some green space (this has been hard), young professional area ideal. Likes drinking, going out, etc. Ideally walkable

Specific complex recommendations, or neighborhoods I’m not considering appreciated!!!

like

How much it takes to get offer letter after hr discussion in mindtree, I got selected mail in 5days after hr discussion , it's already 9 days and still no offer letter received

like
like

Just got bit by someone’s hyper-aggressive little 15# accessory dog as I walked down the hotel hallway. I love dogs but not untrained dogs no matter how small

like

Has anyone here traveled to India from US through Canada? Do you know how long does it take to obtain the transit visa?

Hi fish - looking for career advice
A CBT practitioner/ Psychiatric registered nurse. Now sitting in Compensation and Rewards in financial sector. In what aspect ( within HR ) the best to focus/ more advantage to develop? Thanks!

like

CitiusTech Hirings.

Please send your experience and required position at
vinayshankarmails@gmail.com. I'll send you the referral link. DM for any additional details required.

Please do not apply if you've applied in last 6 months in CitiusTech.

Post Photo
like

Planning on having a conversation with my manager about my performance review and then I’m going to ask for a raise! Any tips on how to ask or structure the conversation? Also, what is a fair amount more to ask for? I’m thinking 15%.

like

Does anyone know of an expert in financial marketing we could hire as a consultant?

like

My boyfriend has given soo many red flags over the past year but we’ve been trying to make it work. Heated arguments consistently every other week. We disagree on a lot of “expectations” in a relationship. He can be controlling and quick to get angry, and I just can’t take this emotionally anymore (esp when he blames me for making him angry). Tips on getting through the break up convo when you know it’s the right thing to do but you love them & it hurts like hell to end things?

like

CW JOB! Looking for my better half. If you’re a mid to senior CW (possibly ACD) and interested in a full-time job in Florida at a great agency, give me a shout for more details. Killer book required.

like

Finally back on the wrist after getting the battery replaced. Was a gift so it’s quartz, but that dial hits just right for me, and can’t beat the sentiment behind it. Happy Friday all!

Post Photo
like

I recently left a firm and considering starting my own practice. Any advice on avoiding any issues with my old firm if any clients decide to hire me as their attorney? I have not contacted any former clients or solicited their business. Thank you!

like

What should a HRG role pay? I have 5years HR experience and a masters degree. Located in the St. Louis area. Thanks!

like

Hey I just turned I aged out of foster care and have nothing to do with my life I graduated from high school and I can’t find a job or nothing I’m from pa Brookhaven pa and I’m wondering if someone can help @

like

Alright how we feeling so far today y’all?

Family is away for the summer. Any suggestions on stuff to see and do in NYC?

like

What is the difference between PwC practice offices and Acceleration center? Is it hard to transfer from one to another?

Milestone inc (milestone internet) gave me 18 LPA + 2 Variable and WFH. Is it good company? Any review

like

Additional Posts in Financial Advisors

What do everyone think of the designation CLTC, thank you

like

Married peeps, joint or separate checking accounts?

like

How do you sign your emails? Close with �Best�? �regards�, etc.?

like

Parents, who both are working - after maternity leave (3 to 4 months) who is taking care of your child? Childcare or parents? How much do you pay for childcare per week?

like

Any good book recommendations? Would prefer if applicable to the business or self development. But doesn’t have to be.

like

Does anyone have any idea how well RIA employees are paid? pecifically portfolio managers and analysts who actually run the money for the "lead advisor"

like

What's the most important news story that no one is talking about right now?

like

Anyone else write down short-term and long-term life goals? I've been doing it for the past several years, and it's actually helped a lot.

like

Golfers: athletes or no?

like

If you do client appreciation events, gifts, etc, do you quantify what type of ROI you get on it and If so how? Or do you just do the client appreciation action and hope it keeps you top of mind? Cont

like

I don't do webinars often and am needing a more affordable alternative to GoToWebinar. Any recommendations?

like

Edward Jones advisor with 30 million AUM and roughly 250k gross production. Been there for almost 4 years. Got an offer at Merrill Lynch to take over a 100 million dollar retirement transition plan in 5 years, or to join a 5 person Merrill Lynch team that manages a lot.

Pros to EJ: Have my own office, a year or two away from partnership, great office setting and client satisfaction.

Pros to Merrill: Bump in compensation, additional tools and services w banking, ability to take over assets.

likehelpful

There is a special place in hell for people who merge cells and add spacer columns.

like

How do you create more personal (beyond just business) friendly relationships with clients 20+ years older? Where do you find common ground?

like

Good client on boarding gift that isn’t cheap/cheesy, but also doesn’t say “I’m going to be making a lot of money from this relationship” ? LOL

like

What does a mental health day look like for you? Took one today & it was the best thing I’ve done for myself. Bonus Q: did you own up to it being a mental health day or did you go to “the dentist"

like

Tfw you've been to gym, done laundry and put ribs in to slow cook by 9.30am

like

Does anyone put money in VAs for a business client? What are the PROS/CONS/DIFFERENCES? Scenario: 5 doctors want principle protection first and growth of principle second. Each doctor is 20% vested. The business is cash rich and time horizon is 3 to 5 years. Thoughts/Advice welcome. I already have the potential company/product with no surrender period so I don’t need referrals but I’m thinking there will be at least one person who only reads part of this post and referred me anyway. :-( TIA

like

Anyone have any suggestions on a RIA-Friendly custodian for 529 Plans? TD Ameritrade has an affiliation w the Nebraska Educational Savings Plan Trust (NEST). Has anyone had any experience with them?

like

Has anyone heard of, or tried using, the Paladin Registry?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal