stage3leadership Posted July 2, 2021 Share Posted July 2, 2021 What app do you recommend for tracking contacts and customer calls/conversations. I am just starting an HR Consulting business (just me to start). I'd like to have a tool to use to track the name of the contact, date, a summary of our discussion, follow-up, etc. I was thinking of something a couple steps better than a standard Excel sheet. What have you used and recommend? Scott Link to comment
stage3leadership Posted August 1, 2021 Author Share Posted August 1, 2021 What is the best CRM for a one-person business consulting service? I need a way to track contacts, customers, etc. -- who they are, how I met them, what we discussed, potential interest in my professional services (and what), next steps, etc.. I want something a step up from Excel but not as extensive as Salesforce. Link to comment
MonLas29 Posted November 24, 2022 Share Posted November 24, 2022 If you need something that's even more user-friendly, you might want to consider Freshsales CRM or Copper CRM. These platforms are both designed with simplicity in mind, and they offer all the essential features you need to keep track of your contacts and customers. Link to comment
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