Funnela: Good Small Business CRM for First-Timers
Summary
I was recently shocked to discover that a friend of mine who is quite a few years (and jobs) into a successful career in engineering sales not only doesn’t use any kind of customer relationship management (CRM) system or application, but actually had never heard the term! Like Relenta, another CRM app I recently covered, Funnela makes simplicity its main selling point. Strangely, there’s no “import” button in the main contacts screen; I finally tracked it down in the “Settings” page, which I found to be a little counterintuitive. Tasks have convenient built-in filters in case your schedule gets complicated, and a nice notes interface for adding additional information. The real appeal of Funnela, especially for CRM beginners, is the simplicity it offers, because it can be hard adjusting to life beyond the padfolio.
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