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September 19, 2017

CRM for small business

  • September 19, 2017
  • 12 replies
  • 0 views

Hello,

 

What CRM do you use to keep track of your clients? And how do you like it?

I'm looking for the way to have all info about clients in convenient way and to get reminders about upcoming deadline. I do not need to increase my sales and keep records about phone calls. 

Thank you in advance for your thoughts!

12 replies

November 19, 2018

useful thread!

The law company I've been working at uses https://legallycrm.com/ crm software. It helps our team keep our customers’ needs and information well organized and accessible for us, allowing us to maintain the proper relationships.

November 28, 2018

I know this is an old thread, but I still wanted to give my experience.  Pipedrive is a solid CRM with a tight integration with G Suite.   I love being able to send a receive email through my CRM as well as see all task that are in my calendar.   They also have a pretty good mobile app to keep updated on the go.