u/Brand_Astronaut_599

▲ 2 r/CRM

Best CRM Recommendations?

Hi All,

We have recently been testing GHL and have found a few limitations and are just now exploring additional options on CRM alternatives based on our current structure.

Core requirements:

  • Email conversations with reliable reply threading (this is our current platform's biggest pain point)
  • SMS and WhatsApp conversations
  • Inbound and outbound calling
  • Landing page builder
  • Lead capture via webhook/API (from WordPress Gravity Forms and a Live Chat tool)
  • Calendar / appointment booking
  • Marketing attribution - tracking a lead from first click (paid, organic, social) through to closed sale

Multi-brand / multi-user structure (our key requirement):

We operate 9 distinct brands across 4 regions under one company, each region has one primary brand plus several secondary brands (some owned, some reseller relationships).

We don't need client-facing logins or portals per brand, this is purely internal.

What we do need:

  • Reps working across multiple brands in the same session
  • Outbound emails/SMS/WhatsApp sent under the correct brand identity and domain automatically, based on which brand the lead belongs to
  • Access scoped by team: each regional team covers its own region's brands
  • Reporting and attribution split cleanly by brand, not just company-wide

We're currently at 15 users, with room to grow.
Just wondering what people would recommend for this type of setup, or if anyone has anything that has worked quite well / or pitfalls etc

reddit.com
u/Brand_Astronaut_599 — 4 days ago
▲ 2 r/CRM

GHL vs Bitrix24?

Curious on Bitrix24 - we had been working with GHL but are finding the Conversation section (particularly email) had some real major flaws / limitations (particularly the reply threading).

One of the main drawcards to GHL was the pricing structure... We operate 9 distinct brands across 4 regions under one company, each region has one primary brand plus several secondary brands (some owned, some reseller relationships), with regional staff looking after each brand (eg AU staff covering 5 brands, US staff covering 4 etc) we were finding that the user seat costs was pushing up significantly in other platforms....

So the question:
- I can see Bitrix24 has an enterprise plan which specified unlimited "branches" and 250 users
- For the component of the branches are these all able to be setup under the one enterprise account, or would we have to have 9 seperate accounts which all have to be billed individually??

If there are any glaring problems with Bitrix that would be great to hear also

reddit.com
u/Brand_Astronaut_599 — 4 days ago