Mimiran
Zbizlink
Better Proposals
Proposify
Apttus
PandaDoc
Qwilr
GoProposal
OneNote
Evernote
Joplin
Google Keep
Standard Notes
Simplenote
Notion
CherryTree
Want to get more clients but hate wrestling with complex CRMs that are designed for firms with big sales teams? If you want to grow, but you also have to deliver on projects, so you don't have 8-10 hours a day for sales, Mimiran fits into your world, helping you: * Convert more visitors to leads * Convert more leads to conversations * Convert more conversations to (e)signed deals * Track offline referrals and online traffic to revenue * Stay in touch with people who matter
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Mimiran's answer
Mimiran's answer
If you're an independent consultant who loves serving clients, doesn't really like selling, but need to stay organized to create and nurture relationships, you've outgrown your spreadsheet, but traditional CRMs have too much complexity and not enough of what you do need, ask your doctor if Mimiran is right for you. ;-)
Mimiran's answer
Traditional CRMs are built for the VP of Sales to track the sales team. Mimiran is built for independent consultants who don't like to sell, but need to do business development in their "spare time".
Mimiran's answer
Mimiran's customers are not "big" in the corporate sense. See https://www.mimiran.com/customer-success/.
Mimiran is different from other CRMs I've tried. It's built for people who actually deliver client services but still have to do business development. Mimiran automates a lot of things I used to spend a lot of time on, like proposals, e-signatures, figuring out who I should be calling, and giving me reports on referral business. It's got a lot of breadth-- from online lead generation to calling to proposal automation, with clever features that work well for small services businesses, without the feature bloat of a lot of CRM systems.
Zbizlink - Zbizlink is the ultimate portfolio and proposal management tool providing project status, metrics, and sophisticated reports
Evernote - Bring your life's work together in one digital workspace. Evernote is the place to collect inspirational ideas, write meaningful words, and move your important projects forward.
Better Proposals - A simple tool to help you send better proposals to your clients.
Joplin - Joplin is a free, open source note taking and to-do application, which can handle a large number of notes organised into notebooks. The notes are searchable, tagged and modified either from the applications directly or from your own text editor.
Proposify - A simpler way to deliver winning proposals to clients.
Google Keep - Capture notes, share them with others, and access them from your computer, phone or tablet. Free with a Google account.