Etta knows a thing or two about the importance of using the best software. As the founder and CEO of gNIS – a specialized consulting firm for ServiceNow’s IT Business Management, she’s focused on solutions that help customers to align projects to business goals and understand costs and investments.
When looking for the best CRM for small business, Etta did her research like most of us: she googled what she needed and began going down the list. According to Etta, as soon as she saw the FreeAgent CRM website she knew, “I’m going to need that.”
She also looked at Pipedrive and Zoho, but said FreeAgent CRM was an easy choice because she’s “a visual person and likes when things are simple.”
Etta reported that getting started was easy because she wasn’t bombarded with tons of details right out of the gate. She sees what she needs when she needs it and particularly loves the Accounts dashboard for that reason.
“And I have to mention Next Steps too – I love that it is my to-do list and I can see everything.”
The email integration is a key feature for Etta, and setting it up was a breeze.
“The import worked perfect. No hiccups. Everything was very smooth.”
The integration with Outlook saves Etta so much time.
“Before, my lead list would have taken forever. But now when someone sends me an email, everything just happens!”
We asked Etta what she’s MOST excited about, and she told us it’s the second chance she has at the big upcoming annual event ServiceNow Knowledge 18.
“I have a show coming up this weekend and I’m so excited that when I meet a new lead, I can send out scheduled appointments WHILE I’m at the show. That day. You can take your next step right away as soon as you enter your contact.”
Before FreeAgent CRM, everything was taking too long and she missed opportunities for follow-up and sales.
“Last year, after the show, I missed my window to follow up, and got NO responses later on. This year, with FreeAgent CRM, we’re going to be on it!”
We’re so excited for Etta! Are you a small business with big ambitions?
FreeAgent CRM can be a game-changer for your small business too! Get started for free and we’ll show you how.