Solve360 is the absolute best CRM out there. It takes time to learn but it’s worth it. We tried every possible one, but if there is one software that is doing everything we need, it’s Solve360. It is built to integrate with Google. They API into each other. You can link to any Google Drive doc. With Solve360, you can send all your emails within the CRM. It has a very customizable workflow template: if you have a task that needs to get done several times, it can be put into a template and when you initiate it, it follows all the steps. It has a built-in call log. You can make the call directly through Skype and it logs in automatically--after that, you can create your fields and have those customize the drop-down selection. With most of the other systems out there, you have your fields and you figure out the workflow based on how the CRM is organized. In Solve360, you can completely change the workflow according to your needs. You can make it so that different types of contacts can have completely different setups in terms of how the form is organized. Their form customization is out of this world. Tagging is the way we determine what type of contact each is. We have different tags, color-coded by business type. You can send different permissions to certain employees in your organization to access different parts of the system. Finally, when you make change to any type of contact, it auto-saves.
Stripe is a bit more expensive than other credit card processing tools, but it is so much quicker to set up that it outweighs the expense. With Authorize.net, you have to build the entire system yourself, and it takes forever. I got a Stripe account set up in 5-6 minutes.
I believe that right now MailChimp is the one tool that does everything right. It has a great interface; they recognize how new entrepreneurs run a company. After every call that we take, we send an email summary. Mandrill helps us analyze how many emails are being sent and keeps us updated if anything happens, like if the server is down.
We are forced to use Trello, because my business partner loves it.
Google Groups is another good tool. We do outbound calls for our clients. We have an alias that will take the email and create a new topic in the Google group. We can have a collaborative inbox. Whenever any person responds to a post, everyone sees it as a notification. Anyone can assign the topic to anybody else in the group.
I like the way Buffer runs their company; they are really transparent with their salary. The app is really cool, easy, intuitive, free: it just works. At this point there are so many software tools out there, that the one going to win is the one that will cause less friction. Choose the one you do not have to think too much to get started with it, and has a low learning curve.