Help me find a CRM software & Virtual Phone Solution entrepreneur how earn by blogging blog

Howdy doody

I'm searching for a new CRM software that integrates with a virtual phone. Currently, our project uses google docs and excel for CRM and Grasshopper for a virtual phone.

We've looked into alternatives such as KarmaCRM and AgileCRM, but they don't seem to be exactly what we need.

We are a small business which sells one product wholesale and retail, and have 2-3 different customer service agents.

Ideally, this would be a single program with a simple interface that serves basic functions, including;

*Keeping track of all communications (phone, text, email) between customers and representatives

*Creating calls and texts from the software

*Some sort of mobile app or program to allow customer service representatives to have individual access

Basically, here is a work flow of how we would use this:

Membership request received on website or at retail location > Sends email to set up a time for a call > customer service rep calls customer to get information to place order > shipment fulfilled with invoice and tracking > follow up

If the program could cover as many of these as possible on the CRM/Virtual phone integration end, it would be ideal.

Thanks so much

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