20NINE Review – Everything You Need To Know (August 2022)

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20NINE is a new type of CRM system — one we recommend for any business with fewer than 10 employees, including:

  • Personal use
  • Solopreneurs
  • Small business
  • Real estate agents
  • Real estate investors should stick with BatchLeads.
  • Financial Advisors
  • Roles where you work individually or in small teams.

(Video) 20NINE In 60 Seconds

 

Why Buy 20NINE Through Trust Enablement

Anyone who buys 5 monthly user licenses can get additional support through the Trust Enablement team.

Simply send us an email at [email protected] with the email address used to purchase those licenses.  When we receive this, we will:

  • Set up a custom-tailored training session for you and your users on how to use 20NINE.
  • Assist you in setting up any integrations you are planning to use.
  • Provide you with access to a new, private Facebook group where we can provide you with assistance on configuring and managing the product for your business.

20NINE Review and Walkthrough

For this walkthrough, we created a new instance of 20NINE to show you how easy it is to get started and begin using.

However, if you want to see a demo from the team, with a system already set up, check this out:

(Video) Prefer the Trust Enablement Walkthrough?

Getting Started

With a 14 day free trial available, feel free to register for 20NINE now and follow-along.

When you first login to your new CRM, you’ll be taken to the Contacts section.

It’s going to be empty as you have not yet loaded anyone into the system.

The empty contacts section in 20NINE

An empty contact list bothers me, so let’s begin by solving that, manually adding a user by clicking on the + menu option at the top right and choosing Add contact (see screen below).

Lets add a contact to the 20nine crm

The Add Contact form opens up, asking us to enter some basic contact information.

Fill in the form and click on the Save button.

with the new contact added

 

I added myself, working at a company named “Before Trust Enablement”, with a job title of “Drifter” and in the Unqualified lead state.

Clicking on the 3-dot menu to the right of the contact opens up a menu with a number of options:

  • Update – edit their record
  • Add to Call List
  • Create document
  • Update responsible
  • Delete

If you click all the way at the end, however, you’ll see a card-style display open up on the right side, like this:

 

the contact card

You can easily update the record from the card and navigate to other key areas of the product.

You can use the Quick add option on the card to add any of the items listed on the card.

When added, you will see visual cues, making it easy to identify what to look at first.

visual cues on the contact card

Adding to the Call list

Let’s add this user to a call list — they are a great prospect.

Close the card, click back on the 3-dot menu, and choose “Add to call list”.

Since we don’t yet have a call list defined, we will need to create one.

When you create the call list, you specify if it is for contacts or companies.  We chose company.

Now, let’s use the left hand menu to jump to Company Contact lists, where we see our new call list with one contact added to it.

The call list

From here, your teams can select the list they want to work on, then click on the 3-dot menu above the list.

Call lists

 

With no integrations yet enabled, you can easily do a mass email, export contacts to Mailchimp,change who owns the call list, or delete it altogether.

Sidebar – Turning on Other Integrations

Click on the gear icon in the upper right menu and choose Integrations.

the 20NINE integrations

As you can see, 20NINE integrates with many solutions, including:

  • Google mail and calendar
  • Office 365
  • Microsoft Teams
  • LeadCliper
  • Outlook
  • Gmail
  • WordPress
  • Dropbox
  • Goole Drive
  • Onedrive for business
  • Mailchimp
  • Fortnox

Note:  There is no dialer support bill in.  This is critical to understand, as it means anyone looking to do bulk calling from the CRM will need to export contacts to their dialer.  This is not uncommon, and sensible given the product’s price point.

While We Are Discussing Admin

Almost all fields, permissions, and much of the configuration is customizable to meet your business needs.  Look at this screen as a simple example.

customizing the configuration of 20NINE

 

Your Sales Pipeline — Easy to manage and visualize

In your sales pipeline you can drag deals from stage to stage, edit deals, and more.

Other Areas of the Product

20NINE supports the major functions of a CRM, including managing contacts and companies, reporting.  We will come back at some point to add more details on these features.

 

20NINE Around The Web

 

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    Pros

    • Inexpensive
    • Easy to set up and use.
    • Many integrations

    Cons

    • Only lightly customizable
    • Ideal for teams under 15 people in size–would not. use for a business who is currently larger or nearing that number of employees.

    Pricing

    Pricing is very reasonable, with their Growth Plan priced at $2.90/user/month (and there is no monthly lock-in)

    And you can start with a 14-day free trial to confirm this solution will work for your needs.

    29(Base Product)
    • $2.90/user/month
    • Company & contact directories
    • Meetings & reminders
    • Call lists
    • Pipelines
    • Reports & diagrams
    • Categorizations
    • Advanced searching
    • E-Signing
    • Mobile apps
    29:ONE

    Includes all features above, plus:

    • $12.90/user/month
    • Office 365
    • LinkedIn LeadClipper
    • Document templates
    • Google Workspace
    • OneDrive/GoogleDrive/Dropbox
    • WordPress forms
    • Microsoft Teams
    • Mailchimp
    • Fortnox ERP
    E-Signing
    • $1.90 per signed document

    20NINE Pricing

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