I'm aware that Method has a trial, as does Insightly
. The problem is the investment of time can be 20 hours or more by the point you figure out that any given platform can't fulfill a certain function. And if you test thr ee... four... five or more platforms concurrently, it's an enormous time sink.
e receive leads from various advertising sources. Those leads are delivered via email . We need the ability for our sales inbox to be parsed for that information, and have it transferred to our CRM automatically.
As to the other reporting, the basic process and 'pipeline' data for rep tracking i s pretty boilerplate... lead t o call , call to appointment
The other thing we need is simply a way to track ROI based on simple math -
l ea d cost for a given month against orders written, so we can determine if the ads we're getting are garbage and need to find another vendor.
I have experience with Joomla, WordPress and other such formats, so if it's a matter of using the platform GUI, it should be pretty simple.
Thanks again - hope you can help clarify the above.