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Scale Your Business: An Overview of Free and Low-Cost CRM (Customer Relationship Management) for SME Manufacturers

July 24, 2019 @ 12:00 pm - 1:30 pm

| $30

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Do you struggle to keep track of all your customers, orders and inventory? Do you need weekly or monthly reports that show you how well you’re doing? Would you like integrated web forms to capture prospect info and auto-respond? Or do you just want to get more organized and have your information available 24×7 from anywhere?

Several cloud-based CRM platforms can help you start to scale your business and stay in control when it comes to investing your company’s time and resources!

This workshop is designed to introduce you to several free / low-cost options available to small and medium-sized manufacturers. It will cover:

  • Advantages / disadvantages of each platform
  • Initial pricing and functionality/pricing tiers
  • Uses cases most suitable for each platform
  • Integration options with QuickBooks, Xero, Zoho etc

Presented by Dipesh Patel, Senior Business Analyst at Propeller Development

About the speaker:

Dipesh combines a passion for technology with a love of business and analytics. 15 years of experience in enterprise / software marketing, combined with multiple Salesforce certifications provide Dipesh with a unique ability to collaborate with all levels of your Sales, Marketing and Technical teams. Dipesh approaches problems from a holistic perspective to recommend realistic solutions that can be implemented and maintained in the real-world. He has a Bachelor of Science degree from Carnegie Mellon University, as well as an MBA in Marketing from the Kelley School of Business at Indiana University.

PLEASE NOTE: This is a brown bag lunch event. Lunch will not be provided but you are welcome to bring your own!


July 24, 2019
12:00 pm - 1:30 pm
Event Category:


150 Hooper Street, Unit 200
San Francisco, CA 94107 United States