Hi there!
We’re working on opening a new coworking space in Downtown Ulaanbaatar, Mongolia and we’d like to hear about your experience with CRM systems.
We’d like to ask for your advice, how do you keep track of your clients? what crm do you use?I’ve tried logging onto hubspot, zoho and sugar, but all of them seem very confusing, have so many different functions… I’m sure they’re all useful once you get to know them and given you need all of the functions, but I don’t know if we need all of the functions. I could imagine just using a spreadsheet while we’re still small, but once we grow, we don’t want to deal with switching to a different system. If you were to do it over again, would you use a different system and would you suggest us to use that as well?
As for requirements, it should have at least the following:
Name
Contact Information
Membership Status
Payment Status
Leads tracking/prospect pipeline
appointment scheduling?
Emailing?
Should be:
Intuitive, simple & easy to use
Don’t want to spend a lot of time entering information manually
If it takes more time than creating and maintaining an excel spreadsheet, it probably isn’t worth it
We’re currently looking into: hubspot free crm, zoho, and sugarcrm
We use HighriseHQ. I tested its simplicity years ago by seeing how quickly and easily staff took to it.
You can use it to tag/categorize membership and payment status, but you should really do this thru your sales/booking/membership system, not your CRM…unless your CRM is integrated with your sales/booking/membership system.
JEROME CHANG
CENTRAL: Mid-Wilshire
5405 Wilshire Blvd (2 blocks west of La Brea) | ph: (323) 330-9505
EAST: Downtown
529 S. Broadway, Suite 4000 (@Pershing Square) | ph: (213) 550-2235
On Jan 13, 2016, at 6:54 PM, CLUB coworking [email protected] wrote:
Hi there!
We’re working on opening a new coworking space in Downtown Ulaanbaatar, Mongolia and we’d like to hear about your experience with CRM systems.
We’d like to ask for your advice, how do you keep track of your clients? what crm do you use?I’ve tried logging onto hubspot, zoho and sugar, but all of them seem very confusing, have so many different functions… I’m sure they’re all useful once you get to know them and given you need all of the functions, but I don’t know if we need all of the functions. I could imagine just using a spreadsheet while we’re still small, but once we grow, we don’t want to deal with switching to a different system. If you were to do it over again, would you use a different system and would you suggest us to use that as well?
As for requirements, it should have at least the following:
Name
Contact Information
Membership Status
Payment Status
Leads tracking/prospect pipeline
appointment scheduling?
Emailing?
Should be:
Intuitive, simple & easy to use
Don’t want to spend a lot of time entering information manually
If it takes more time than creating and maintaining an excel spreadsheet, it probably isn’t worth it
We’re currently looking into: hubspot free crm, zoho, and sugarcrm
My advice: Take a look at www.nexudus.com. They provide a complete solution to run a coworking space. They offer it as a SaaS solution which starts with a monthly price of ZERO for the first 5 members and then grows together with you. So no investment needed and it will always be covered by the revenues you generate.
For my own coworking space (www.coworking4you.de) it covers everything from managing the memberships, invoicing, booking of meeting rooms, members directory e.g.
They provide an excellent support and help you to setup the complete organisation of your space.
Good luck and success for your coworking space
Bernd
···
Am Donnerstag, 14. Januar 2016 03:57:34 UTC+1 schrieb CLUB coworking:
Hi there!
We’re working on opening a new coworking space in Downtown Ulaanbaatar, Mongolia and we’d like to hear about your experience with CRM systems.
We’d like to ask for your advice, how do you keep track of your clients? what crm do you use?I’ve tried logging onto hubspot, zoho and sugar, but all of them seem very confusing, have so many different functions… I’m sure they’re all useful once you get to know them and given you need all of the functions, but I don’t know if we need all of the functions. I could imagine just using a spreadsheet while we’re still small, but once we grow, we don’t want to deal with switching to a different system. If you were to do it over again, would you use a different system and would you suggest us to use that as well?
As for requirements, it should have at least the following:
Name
Contact Information
Membership Status
Payment Status
Leads tracking/prospect pipeline
appointment scheduling?
Emailing?
Should be:
Intuitive, simple & easy to use
Don’t want to spend a lot of time entering information manually
If it takes more time than creating and maintaining an excel spreadsheet, it probably isn’t worth it
We’re currently looking into: hubspot free crm, zoho, and sugarcrm
Hi there. We tried all kinds of systems, and I found Highrise a bit too simple, and like you found lots of the others too fiddly and complex to set up. We now use Podio for both CRM and hub intranet- it’s customizable but very simple to use, and you can use it for as many areas of your business as you can think of. I do know that Highrise has added a ton of features over the past year though since 37signals handed it over to new management, so it’s definitely worth a look
···
On Thursday, 14 January 2016 02:57:34 UTC, CLUB coworking wrote:
Hi there!
We’re working on opening a new coworking space in Downtown Ulaanbaatar, Mongolia and we’d like to hear about your experience with CRM systems.
We’d like to ask for your advice, how do you keep track of your clients? what crm do you use?I’ve tried logging onto hubspot, zoho and sugar, but all of them seem very confusing, have so many different functions… I’m sure they’re all useful once you get to know them and given you need all of the functions, but I don’t know if we need all of the functions. I could imagine just using a spreadsheet while we’re still small, but once we grow, we don’t want to deal with switching to a different system. If you were to do it over again, would you use a different system and would you suggest us to use that as well?
As for requirements, it should have at least the following:
Name
Contact Information
Membership Status
Payment Status
Leads tracking/prospect pipeline
appointment scheduling?
Emailing?
Should be:
Intuitive, simple & easy to use
Don’t want to spend a lot of time entering information manually
If it takes more time than creating and maintaining an excel spreadsheet, it probably isn’t worth it
We’re currently looking into: hubspot free crm, zoho, and sugarcrm
Yes, Nexudus and Cobot are excellent choices. We rolled our own (Nadine) and it serves many of the functions you listed there. Each system is different with it’s own upsides and downsides.
···
On Thu, Jan 14, 2016 at 1:50 AM, Bernd Rützel [email protected] wrote:
My advice: Take a look at www.nexudus.com. They provide a complete solution to run a coworking space. They offer it as a SaaS solution which starts with a monthly price of ZERO for the first 5 members and then grows together with you. So no investment needed and it will always be covered by the revenues you generate.
For my own coworking space (www.coworking4you.de) it covers everything from managing the memberships, invoicing, booking of meeting rooms, members directory e.g.
They provide an excellent support and help you to setup the complete organisation of your space.
Good luck and success for your coworking space
Bernd
Am Donnerstag, 14. Januar 2016 03:57:34 UTC+1 schrieb CLUB coworking:
Hi there!
We’re working on opening a new coworking space in Downtown Ulaanbaatar, Mongolia and we’d like to hear about your experience with CRM systems.
We’d like to ask for your advice, how do you keep track of your clients? what crm do you use?I’ve tried logging onto hubspot, zoho and sugar, but all of them seem very confusing, have so many different functions… I’m sure they’re all useful once you get to know them and given you need all of the functions, but I don’t know if we need all of the functions. I could imagine just using a spreadsheet while we’re still small, but once we grow, we don’t want to deal with switching to a different system. If you were to do it over again, would you use a different system and would you suggest us to use that as well?
As for requirements, it should have at least the following:
Name
Contact Information
Membership Status
Payment Status
Leads tracking/prospect pipeline
appointment scheduling?
Emailing?
Should be:
Intuitive, simple & easy to use
Don’t want to spend a lot of time entering information manually
If it takes more time than creating and maintaining an excel spreadsheet, it probably isn’t worth it
We’re currently looking into: hubspot free crm, zoho, and sugarcrm
At various times we have considered building out a CRM to Cobot but found like you mentioned that for the majority of spaces it is overkill. The members are either coming and signing up, or not. But what is important is keeping in contact for events, meetups so that they keep informed about your space and have a reason to join later. That is why we have a MailChimp integration. You can signup a perspective lead to a plan called “Interested” and then they become part of a MailChimp mailing list called interested. You can then send emails targeted to this group (including special offers) so that you stay in contact, but without the traditional Salesforce style lead tracking.
On Thursday, January 14, 2016 at 3:57:34 AM UTC+1, CLUB coworking wrote:
Hi there!
We’re working on opening a new coworking space in Downtown Ulaanbaatar, Mongolia and we’d like to hear about your experience with CRM systems.
We’d like to ask for your advice, how do you keep track of your clients? what crm do you use?I’ve tried logging onto hubspot, zoho and sugar, but all of them seem very confusing, have so many different functions… I’m sure they’re all useful once you get to know them and given you need all of the functions, but I don’t know if we need all of the functions. I could imagine just using a spreadsheet while we’re still small, but once we grow, we don’t want to deal with switching to a different system. If you were to do it over again, would you use a different system and would you suggest us to use that as well?
As for requirements, it should have at least the following:
Name
Contact Information
Membership Status
Payment Status
Leads tracking/prospect pipeline
appointment scheduling?
Emailing?
Should be:
Intuitive, simple & easy to use
Don’t want to spend a lot of time entering information manually
If it takes more time than creating and maintaining an excel spreadsheet, it probably isn’t worth it
We’re currently looking into: hubspot free crm, zoho, and sugarcrm
Jerome,
What do you use for a sales/booking/membership system?
Right now we use Zoho CRM (for CRM + member data), then Quickbooks Online to charge people, and for communications Mailchimp, and Slack. We’d like to lower the Quickbooks online cost of credit card processing fees, and we wonder about consolidating systems.
On Jan 18, 2016, at 3:09 AM, Elizabeth Trice [email protected] wrote:
Jerome,
What do you use for a sales/booking/membership system?
Right now we use Zoho CRM (for CRM + member data), then Quickbooks Online to charge people, and for communications Mailchimp, and Slack. We’d like to lower the Quickbooks online cost of credit card processing fees, and we wonder about consolidating systems.
