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Which CRM is best?

Which CRM to choose?  Wizard Systems supply 4 key CRM products - Nimble, Workbooks, GoldMine, and Sage CRM.  They're all different as regards their capabilities, what they cost, how you access them and what they look like.  As regards what are the best CRM systems, it really depends on your requirements.  Here's a brief comparison of the main features of the CRM solutions we supply...


Feature

Nimble

Workbooks

GoldMine

Sage

Contact Management

Yes

Yes

Yes

Yes

Activity Scheduling & Calendar

Yes

Yes

Yes

Yes

Opportunity Management

Partial

Yes

Yes

Yes

Customer Service Tracking

No

Yes

Yes

Yes

Google & Gmail Integration

Yes

Partial

Partial

No

Outlook Integration

No

Option

Yes

Yes

Exchange Integration

No

Option

Option

Yes

Merge with Word/Excel

No

No

Yes

Yes

Social Media Integration

Yes

No

Partial

Yes

Dashboards

No

Yes

Yes

Yes

Report Writer

No

Yes

Yes

Yes

Quotation Creation

No

Yes

Option

Yes

Sales Order Creation

No

Yes

Option

No

Project Management

No

No

Yes

No

Automated Workflows

No

Yes

Yes

Yes

Multi Currency

No

Option

Yes

Yes

Multi Language

No

Partial

No

Yes

Available ‘On Premise’

No

No

Yes

Yes

Available as Saas/Cloud

Yes

Yes

No

Yes

Smartphone/Tablet access

Partial

Yes

Option

Yes

Email Marketing

Partial

Yes

Yes

Option

Remote Offline Access

No

No

Yes

No

Create New Fields

Yes

Yes

Yes

Yes

Create New Tables/Entities

No

Option

No

Yes

Customer Access/Self Service

No

Option

No

Partial

Import Data

Yes

Yes

Yes

Yes

Record De-duplication

Partial

Partial

Yes

Partial

Literature Fulfilment

No

No

Yes

No

Price Range

£

££

££

£££

 

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