[LeadBurner]

We use Zoho. I love and hate it. It does what it needs to do but it has some limitations. A huge one is not being able to search for only leads that have attachments.

[ryan $]

Can't you just add a Field Called Attachments (Drop-down or Input of 2 Options TRUE AND FALSE) Default to TRUE when a Lead/Deal is Input into the System, then when Attachments are uploaded just have them Select TRUE.

Then search for All Leads with the Field Attachments set to TRUE.

Close.io is IMO the absolute best Dialer and CRM for the SALES PROSPECTING side of things. Marketing uses Close.io and we had a Programmer from Fiverr add a Feature that when the Status is Changed to FULL SUBMISSION the File transfers over via API to our CRM on the FUNDING SIDE.

When up for Renewal, the API's push it back to Close.io with the Label Refi Eligible for the Original Rep to Follow Up.

[mistamca]

Can't you just add a Field Called Attachments (Drop-down or Input of 2 Options TRUE AND FALSE) Default to TRUE when a Lead/Deal is Input into the System, then when Attachments are uploaded just have them Select TRUE.

Then search for All Leads with the Field Attachments set to TRUE.

Close.io is IMO the absolute best Dialer and CRM for the SALES PROSPECTING side of things. Marketing uses Close.io and we had a Programmer from Fiverr add a Feature that when the Status is Changed to FULL SUBMISSION the File transfers over via API to our CRM on the FUNDING SIDE.

When up for Renewal, the API's push it back to Close.io with the Label Refi Eligible for the Original Rep to Follow Up.

I have an extremely similar setup. I love Close.io. My only issue is the lack of permission settings on leads

[ryan $]

Yea Close.io is great. A few years ago they switched from COMPLETELY UNLIMITED MINUTES, to the block of minutes, then charging extra after that block is used. Which sucked. But its not that much anyway.