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Which CRM should a b2b intermediary choose?
Friends, comrades!
Help with the choice! Essence of a question in the following:
I am the intermediary between suppliers and partners.
Supplier companies supply goods to me.
Partner companies supply customers.
It is imperative
that there is an application on android (often on the road)
We need a CRM that would allow us to create the following processes:
contact person in the company.
2) Funnel of work with partner companies (which of them already brings clients, with whom negotiations, etc.) - tasks for it with an indication of the contact person in the company.
3) The funnel of work with each client (the partner company put me a client, I conduct a deal with him and, if he bought, I close the deal) - tasks for it indicating the contact person in the partner company.
That is, it is necessary to be able to:
1) Divide companies into 2 types: suppliers and partners (this can be done in almost any CRM, but I would like them to be broken down so that if I select only suppliers, then I have all the tasks would be displayed only for suppliers)
2) So that the funnels were both for companies and for transactions
3) There was an application for android
And oooooh I would like it to be possible to link tasks to a company, select a contact, BUT so that they are displayed for the company, not for the contact .
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