Legrand CRM is a customer relationship management (CRM) solution available in two versions: Corporate CRM and Cloud CRM. Corporate CRM is server-based, while Cloud CRM can be accessed through any mobile device using an Internet connection. The solution provides market and sales automation features such as campaign management, mailing list management, contact and lead management, reports creation and dashboards.
The Corporate edition includes modules such as email marketing, accounting integration, sales histories and summaries. It also includes account and contact management, list management, time and billing, document management and scheduling. The solution also helps in contract management by enabling users to link activity notes and appointments to multiple people in order to track people involved in the contract.
Cloud version of Legrand CRM offers integration with Xero and QuickBooks Online to view sales transactions and summaries. Support is offered via online help portal and through community forum.
Bonnie from McWilliams & Associates Inc
We previously used the desktop version of the software for about 10 years and switched to the online offering a couple of years. Any new employees are able to start using Legrand right away based on the intuitive user interface. QuickBooks, SmartVault, and Legrand are the three products that work together that provide the infrastructure to run our business. We use the tasks, opportunities, calendar, QuickBooks Online integration, and activity notes so that everyone can quickly and easily see all the information related to any contact.
I love the Outlook integration but the feature I would like to see expanded is the ability to automatically attach a sent email rather than going to my sent folder to attach the outgoing emails.
My opinion is there is no substitute to testing any product before purchase to make sure that it will meet your needs. It does not need to be extensive, but take a few typical scenarios and try entering the information from start to finish.