(Currently using Prosperworks, must have feature (1) gmail automatic integration to pool emails coming from a contact to different team members (2) automatic data gathering (3) field customisation up to 20-25 fields)
- 1 We need consultancy to understand if we can do cost efficiency moving to another crm who match our needs and is cheaper.
- 2 we need support to organise/rationalise the custom fields
- 3 if we identify the right cheaper version, we need support to migrate 1k user profile and -250 companies
looking for someone who can help bring all of the current softwares we use (Mindbody Online, UpShot, NeonCRM, RegOnline event management software) to one place. We are a busy nonprofit with a lot of m...read more