CRM Solutions

Goals

To vet CRM solutions for our parental control/content filtering app client. To determine if each offers integration with Mailchimp, integration with Google Analytics, and possible integration with referral program partners.

Early Findings

Overview

  • HubSpot, Pipedrive, Salesforce, Zoho, Insightly, and CapsuleCRM are examples of CRMs that are compatible with Mailchimp, with Hubspot ranked as the best overall in this integration.
  • Screenshots of the feature tiers will be provided in this spreadsheet.

Zoho

  • Zoho has a referral partner program. Potential partners can fill out a form and read through an agreement. Global partners offer innovative solutions and support in various languages.
  • This tool is compatible with Mailchimp.
  • Zoho analytics can also be integrated with other products such as Google Analytics as well as other CRM platforms.

Hubspot

  • Hubspot offers a Solutions Partner Program where one can monetize their connections and engage with them more. Being an affiliate means that one will receive a commission for each sale.

Recurly

  • Recurly is compatible with Mailchimp. This document provides the instructions necessary for this integration.
  • It also allows Google Analytics integration.
  • Our initial research does not provide any insights into referral program partners.

Insightly

CapsuleCRM

Proposed next steps:

You need to be the project owner to select a next step.