I’m very new, just starting up my business, and want to get my CRM dialed in early on.
I’ve searched through all the posts in every search that discusses CRM’s and nearly all of the results are from before 2020. With how much software changes and updates, I’m hoping that there’s some consensus or more updated info available.
Does anyone lean strongly one way or the other between Markate and The Customer Factor? (Or some other similar option for CRM, invoicing and client communication.)
Many of the issues that members in the past have noted about wishing there were updated features, or struggling with customer service issues, or outdated interfaces are so old that it is hard to know if they are still valid.
Thanks for any guidance, especially from those who have used multiple CRM solutions.