Just looking for input. We are moving from WHMCS that has a CRM module from Module Gardens which isn’t the greatest but its also not that bad. Just looking to see what everyone is using for the CRM side of things. What does everyone use for leads and sales that integrates with Sonar? We are super excited to get moved to 2.0 and just looking to have all of our ducks in a row, but really need a CRM.
While I cannot offer any user experience as we do not use a CRM, I can offer what some others are using. We are working on, or have offered proposals for, integrations between Sonar and CrowdFiber, ActiveCampaign, SalesForce, and Apptivo. We are also working on an integration with HubSpot and an MSP project management system.
We use Keap (used to be InfusionSoft). We have an API that feeds Keap with all of our Sonar Leads and various stages before install. Then it sends email campaigns at the various stages. We used Contactually before Keap, but we outgrew it.
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