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