CompanyHub on The CRM Sushi Podcast

June 13, 2018

Automate Your CRM Without Writing a Single Line of Code

Stream below or right click here to download the episode. 

What You’ll Learn In This Episode of The CRM Sushi Podcast…

  • Affordable CRM starting at $24/mo/user (billed annually)

  • Quick Add new contacts

  • Web-to-Lead

  • Import CSV

  • Add, Edit, Merge Contacts and Companies

  • Hotness Meter for reminders

  • Email sync

    • Add CC’s to Contacts and Sync Emails as a “smart suggestion”

    • Send emails

    • GMail plugin available

    • Templates available

    • Realtime tracking without the recipient knowing

    • Click and drag Pipeline Stages

      • Click “Won”

      • Click “Lost”

      • Table View—Sort / Filter with advanced filtering

      • Drag and drop to reorder columns

  • More than 20 pre-defined reports

    • Easy to customize

  • Automation

    • ProductHunt UTron

  • No cost setup

  • Chat support

  • Integrations

    • Zapier

    • PieSync

    • API

  • 5 to 100 users

  • Not a bulk email provider

  • Set user permissions

  • Chrome Extension for notifications

  • Android and iOS mobile applications

Watch Previous Episodes of The CRM Sushi Podcast

Links Mentioned In The CRM Sushi Podcast

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