We're picky, and we're impressed with Relenta on two levels:

1) It meets the needs of our clients; and
2) It meets our needs.

Priacta -- my company -- does "productivity training 2.0" (http://www.priacta.com ). We put people in control of their work in a day, and we train specifically for the productivity tools they use. Most tools just don't cut it. Relenta makes the grade.

Sales/CRM needs good workflow and task management! Emails represent tasks, and properly-managed tasks turn leads and plans into results. Sadly, most CRM systems treat tasks as an afterthought. Most aren't flexible enough for high-output approaches like GTD ("Getting Things Done" by David Allen) or our TRO ("Total, Relaxed Organization"). FreeCRM suffers from this problem. That's not a little thing! Without it, those next actions become an ugly, stressful bottleneck.

We've looked at Salesforce, SugarCRM, vTiger, InfusionSoft, and many others which we agree are either "too complex for small organization and actually impede productivity," or they have maddeningly poor integration with other tools, or they are too pricey (SalesForce, InfusionSoft) or buggy (InfusionSoft). Oprius is nice but single-user and proud of it.

Bottom line: Relenta looks like the only show on the block for high-productivity, small-to-medium business CRM. Multi-user, handles a GTD approach, supports campaigns with basic business process automation (InfusionSoft's claim to fame), and the company is highly responsive. Worth a solid look.


Kevin Crenshaw
Productivity/Leadership Coach, Priacta, Inc.

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