Zoho CRM empowers small to large-sized organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system. Zoho has over 40 in-built app integrations and 500+ third-party extensions to choose from. More than 60 million users worldwide trust Zoho.
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Zoho CRM empowers SMBs & enterprises with a 360º customer relationship lifecycle management solution. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system.
Based on our record, Farewill should be more popular than Zoho CRM. It has been mentiond 8 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
The most recent episode, S25 (I think) E6, "Finance OS: Completing the foundation of insurance". This one was specifically about insurance, not wills specifically, but it got me thinking about the business side. I know Pete recommends https://farewill.com/ for wills. Source: 12 months ago
We had a similar situation, so we used Farewill and it was very easy. Source: about 1 year ago
Farewill seem to get good reviews so might be worth looking at. Haven’t used them ourselves as unfortunately they don’t cover our circumstances so can’t personally comment on them. Source: about 1 year ago
I've heard good things about Farewill https://farewill.com/ - may be ideal for you since your affairs are simple. Source: almost 2 years ago
Write what you want to happen in your will. Look up the company https://farewill.com/ very good service and cheap. Source: about 2 years ago
Another option would be zoho.com/crm. We used this one at a much smaller firm that I worked at (5 attorneys, 3 paralegals, 1 secretary). Source: over 1 year ago
Tomorrow - Create a free will and trust, fund it with life insurance
Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.
FreeWill - Free estate planning for the people and causes you love
Freshsales CRM - A full-fledged CRM for high-velocity sales teams.
Trust & Will - Estate planning made easy.
Copper - Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.