Answer the question
In order to leave comments, you need to log in
What is the CRM for working with individuals?
Good day!
We select cloud CRM for tourism business. We are a tour operator and mainly work with individuals who contact us directly (for example, through the website).
The process should look like this:
1. The client makes an order through the site or leaves a request.
2. We transfer it and data to CRM.
3. We create a deal, we correspond.
That is, the main point is that the "client" should be an individual, and not a "company".
Now they have begun to use Bitrix24, but there an individual can only be a contact "with a company".
Which CRM is suitable for working with individuals (transactions and correspondence)?
Answer the question
In order to leave comments, you need to log in
Are you considering foreign solutions or only Russian ones?
At a glance, according to the functionality you described:
1) Megaplan
2) Capsule CRM
3) OnePageCRM
4) Nutshell
Sails CRM has individuals without companies, transactions, correspondence. Only data from your site will have to be transferred manually, because. no API.
Didn't find what you were looking for?
Ask your questionAsk a Question
731 491 924 answers to any question