Client Relationship Management Software

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  • December 12, 2017 at 4:57 pm #11878
    Anonymous
    Inactive

    Any recommendations for a CRM. I am looking for something in which I can keep notes on each client, link to my calendar, email and able to upload documents. Sales Force is great but I am more interested in capturing data for the “relationship” not tracking “Sales”

    December 12, 2017 at 7:10 pm #12346
    Anonymous
    Inactive

    Redtail technology crm software saved my life. Set up their webmail for clients and it ties them together.

    December 12, 2017 at 7:18 pm #12347
    Anonymous
    Inactive

    I know a business coach that uses 17hats which is a nice all-in-one package. My lawyer uses Practice Panther which offers a secure communication.

    December 13, 2017 at 5:35 am #12348
    Anonymous
    Inactive

    I use Insightly for it’s notes, searchable and customizable features. A nice free version to get you started.

    December 13, 2017 at 11:53 am #12350
    Rita Kuehnis
    Spectator

    Evernote does what I need. Not so much a CRM but more an electronic record keeper.

    December 14, 2017 at 2:24 pm #12354
    Okin, Ruth
    Spectator

    I’ve been using LessAnnoyingCRM and am very happy.

    December 21, 2017 at 3:31 pm #12363
    Anonymous
    Inactive

    I use PipeDrive. It’s very graphical/visual. Set up your own pipelines & stages. Enter comments, add custom fields, link to Google, or just about anything with Zapier. $9/mo I think (and full disclosure, if I refer you I think we both get a credit). InfusionSoft is the Cadillac of the genre but runs $300/mo or so.

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