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Re: CRM suggestions

Posted: 13 Nov 2020, 18:28
by logobear
Wanting better control of clients, contacts, history etc and looking for recommended CRM choice.

Some even free..... , - what to look for and how to decide?
Thanks

Re: CRM suggestions

Posted: 14 Nov 2020, 20:26
by NickH
Do you need it to integrate into your website or anything like that?

I have tried a few different ones but I ended up forgetting to use it and being too busy so not putting details in.

You really want one to integrate with your sites / emails so it doesn't mean copy and pasting information into it.

Re: CRM suggestions

Posted: 26 Jun 2023, 19:38
by Ravisteam
logobear;145610 wrote:Wanting better control of clients, contacts, history etc and looking for recommended CRM choice.

Some even free..... , - what to look for and how to decide?
Thanks
We use Monday.com now but if there is a better one I would go for them . Monday.com is not too bad cost around £40 for 3 users .