Finally – a SaaS CRM Program with Class

Managing your contacts, customers, sales force and pipeline are an important piece of any business, online or offline. The choices are overwhelming, the costs are high and the learning curve off-putting. Now there is a good alternative for the solo-prenuer who wants a CRM (customer relationship management) system with some SFA (sales force automation.) Take a look at Tactile.

If you are just starting out and want a web-based tool to use with your VA, there is a free version allowing two users and 250 contacts. It grows from there. I plan to test it out. I would love to hear your experiences if you give it a shot.

I am a big proponent of Freshbooks for online invoicing and Tactile and Freshbooks work together.

Here’s what they have to say about their service:

Easy Contact Management

Tactile CRM lets you easily record every email, telephone call, note, activity and meeting, so that you and your colleagues can quickly see every interaction.

Tactile CRM also lets you:

• Easily search contacts – organisations, people and recently viewed
• Set up activities to remind you of outstanding actions against each organisation, such as calling them back.
• Assign organisations and activities to other users with optional email notification.
• Share information on clients and contacts with others in your organisation by using our simple access control, or let everybody see everything.
• Categorise your contacts by status, source, classification, rating, industry
• Import and Export data from csv files, vCards, Google, Microsoft Outlook and more
• Download into Excel at the click of a button.
• Create mailing lists to send mail-merged letters or emails using the powerful tagging system.
• Work with the email client of your choice with its easy-to-use email integration – including Outlook, Mail.app and GMail.

Remember Tactile CRM is an easy to use CRM sales tool that means even occasional users can get up and running without training on this simple web CRM.

The only downside I see so far, once you move to a paid account, is you’ll have to figure out the conversion from pounds to dollars. To do so, go here.