User Review( votes)
I'm not sure if I'm in the right place but I was just hoping for some help streamlining things here for the company I work for.
I'm looking for something to keep track of all of our customer information. Contact information, rates, contract renewal dates (reminders are a plus), a hearty notes section, and perhaps the ability to hyperlink or store documents like contracts. Currently, we have a spreadsheet with all this information which is not only not the most user friendly, it also feels a little archaic.