[Hidden-tech] Contact Relationship Manager (CRM) inexpensive/effective, non-profit

Laporte Rob rob at 2disc.com
Thu Jul 28 08:29:11 EDT 2016


zoho.com's suite of services keeps getting better. Great CRM, excellent project management, a simple inexpensive contact manager, excellent email system and smartphone app, online bookkeeping much better than freshbooks for the cost, anything and everything a business can use. Zoho continuously improves their packages.


Best Regards,



Rob Laporte

Founder & Managing Partner

DISC, Inc. - "Making Web Sites Make Money"

413-584-6500

Rob at 2disc.com

www.linkedin.com/in/2disc

www.2disc.com



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---- On Wed, 27 Jul 2016 11:04:22 -0400 Mark Kurber <mkurber22 at gmail.com>wrote ---- 




Hi folks,



The Pioneer Valley Estate Planning Council has under 100 members but we'd like to be able to:

have everyone in one CRM database

group emails

event calendar

maintain simple membership details

set up automatic invites?

key aspects:

reasonably priced/inexpensive

effective

easy to set up/use

Any ideas?  Many thanks!




Best regards, Mark H. Kurber

c: 413-441-5101

e: mkurber22 at gmail.com

--------------------------------------------





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