I've moved on from lead developer to more customer outreach, sales and management. All new to me nad I'm looking for tools to help.
What I am looking for is some kind of CRM system to keep track of clients, when and what we last emailed or called, a alarm/date to ping contacts, notes on what I or they are waiting on, contact details, stage in sales process. I do all of this with a good old own and Paper plus some calander reminders. But it would be nice to collate emails and my notes/phone transcripts to have the history to refer back to, rather than search through old emails etc.
Most CRM type software seems really complex, and I don't really want to pay for spmesomet simple.
What I am looking for is some kind of CRM system to keep track of clients, when and what we last emailed or called, a alarm/date to ping contacts, notes on what I or they are waiting on, contact details, stage in sales process. I do all of this with a good old own and Paper plus some calander reminders. But it would be nice to collate emails and my notes/phone transcripts to have the history to refer back to, rather than search through old emails etc.
Most CRM type software seems really complex, and I don't really want to pay for spmesomet simple.