This form is used as a front end to the Customer relationship management (CRM) database. This is a collection of customers, vendors, brokers, sales leads, and employees with all their relevant conyacy information.
All input fields with a left colored border are required
Tags serve to identify and classify contacts into similar groups, forming an elementary taxonomy. Tags are required to be unique but can include up to 25 characters to describe customers. For example, 'Government', 'Education', 'Business cards', are some possible values for a tag.
Click on the 'x' to remove an existing tag from the list or enter a tag name in the input box and press return to add a tag.
It is recommended to keep copious notes on each contact. A helpful action is included that adds the current date and time to the record so a chronological history of notes and comments can be maintained.
This is all the relevant administrative information for each contact, including the sharing chain that allows various departments or other entities to share contacts across the network.
Zoom is a high-performance virtual meeting platform. It grew in popularity during the pandemic and now millions of people use it every day.
You can use Zoom for online meetings, corporate chat, virtual conferences, webinars and events. However, most of these use cases come at a separate cost.
For Zoom One (meetings, phone calls, and chat), you get access to a free forever plan to host 40-minute meetings with up to 100 attendees. Then, prices for more specialized business plans range from $149.9-199.9 per user per month for meetings up to 30 hours and 300 attendees. Their enterprise-level plan is available for a custom quote.
Zoom works well in-browser, but it performs best in-app. Its recording storage is very limited outside of the Enterprise plan, at only 5GB per license. If you're looking for Zoom alternatives, you might want to consider Livestorm or Google Meet.
GoToMeeting is an online meeting platform from the GoTo group, which includes additional products for hosting webinars, online training, and workspace rooms at a separate cost.
You can use GoToMeeting for having corporate conferences with up to 250 participants. If you pay for additional GoTo products, you can also use the app for hosting webinars and online training.
GoToMeeting offers different pricing options according to users' needs. Plans are billed annually.
Creating meetings in advance requires you to download the GoToMeeting Scheduler or a plug-in. Plus, GoToMeeting doesn't offer a free trial and subscriptions are billed annually, so, although this is a great platform, you're making a big commitment when you pay for this app.
Google Meet (formerly Google Hangouts) is part of Google Workspace and, like Livestorm, works entirely in your browser. It's easy to access with no apps to download.
Google Meet is the perfect platform for 1:1s and team meetings as it's reliable and easy to use. However, if you have other video engagement needs like product demos or large virtual conference calls, you might have to pay for an additional, more specialized tool.
The free version really stands out, with meetings of up to 1 hour for 100 participants. After that, only companies or people with a custom Google domain can access paid plans as these are part of the Google Workspace. Prices range between $6-18 per user per month, depending on the size and duration of your meetings.
Google Meet isn't developed to integrate with Microsoft, so invitations can be cumbersome to set up outside Workspace apps. Also, third-party attendees usually require the host to admit them into the meeting, which may cause a poor user experience.
Microsoft Teams (formerly known as Skype for Business), is a Microsoft virtual meeting tool that's integrated into its business communications platform. That means you can schedule meetings (or start them spontaneously) from the same app you use to manage business documents and instant message your team.
Teams is mostly used by larger enterprises looking for a single place to manage internal communications. That's because you can use it for scheduled online meetings and instant chat messaging, but it can also be used to store, manage, and edit documents.
Microsoft Teams is part of Microsoft 365, so business plans come with additional functionalities for your virtual workspace (i.e. OneDrive storage space and Office products). Teams offers a free-forever plan with meetings up to 60 mins in length. Then, annually billed prices go from $4-12.5 per user per month for meetings up to 300 participants.
Microsoft Teams is primarily a messaging and document management app, although a powerful one. As a virtual meeting p latform, it's not very user-friendly and it's less customizable than others.