- (Video) 20NINE In 60 Seconds
- Why Buy 20NINE Through Trust Enablement
- 20NINE Review and Walkthrough
- 20NINE Around The Web
20NINE is a new type of CRM system — one we recommend for any business with fewer than 10 employees, including:
- Small business
- Real estate investors should stick with BatchLeads.
- Financial Advisors
(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?
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.
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).
The Add Contact form opens up, asking us to enter some basic contact information.
Fill in the form and click on the Save button.
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
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:
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.
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.
From here, your teams can select the list they want to work on, then click on the 3-dot menu above the list.
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.
As you can see, 20NINE integrates with many solutions, including:
- Google mail and calendar
- Office 365
- Goole Drive
- Onedrive for business
请注意。 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.
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
- Easy to set up and use.
- Many integrations
- 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 is very reasonable, with their Growth Plan priced at $2.90/user/month (and there is no monthly lock-in)
- Company & contact directories
- Meetings & reminders
- Call lists
- Reports & diagrams
- Advanced searching
- Mobile apps
Includes all features above, plus:
- Office 365
- LinkedIn LeadClipper
- Document templates
- WordPress forms
- Fortnox ERP
- $1.90 per signed document