We are a online marketplace - buyers and sellers. We want to be able to incorporate lead capture with tag to person with Freelancer/Buyer from live chat or Ebook download (contact info needs to go to CRM). We also want to be able to provide customer service if needed and put in a ticket in the same system, this could come from contact us page or live chat. We want to be able to see what email was sent, we want to be able to see churn, retention, and be able to program our drip campaign all in one system. We want all these above mentioned features all in one central place, instead of managing 10 different softwares. We have looked at Base CRM (they do have integrations but can be very expensive) and we looked at ElasticMail as our SMTP mail integration. *Note our platform is built on Cake PHP For email automation we are looking at Ontraport and Autopilot. For payment processing we are looking at Braintree. Do we have to use Zapier? If yes, what will help accomplish customer life cycle management at an affordable price? We don't mind scaling.
Have you explored intercom.io? Based on what you have listed, it can fulfill all the use cases but yes depending on your size, it can be an expensive proposition beyond a certain customer base.
This is what I have used to fulfill the above use cases -
1. Lead capture - through different channels automated using zapier, integromat, automate.io - basically spread your use cases across different automation and then add the lead data to a single crm automation system. I prefer customer.io and sendx.io
2. I use customer.io to basically use it for existing customer or atleast who have already shown interest
3. I use sendx.io for cold mail, drip campaigns to them
4. Not using live chat at this point. But if I use this, again would prefer a tool that have a webhook which I can then use to send the data to either senx.io or customer.io.
Hope the above helps.
Answered 6 years ago
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