User Review( votes)
Hoping you all can help me find the best solution to my problem. I’m on a small global team and I’m looking for a tool that does the following: – keep track of engagements (calls, emails, and outcomes of conversations) with a given company by anyone in my team and attach any relevant documents as part of a touch point – I don’t need any sales function here, so I don’t need to be moving these contacts through a funnel. – cost effective – ability to tag fields to contacts/companies as well as to specific engagements for a company – doesn’t have to integrate to email – bonus: some summary statistics eg visualization on how many engagements we’ve done this year for a given type of company, etc
A shared spreadsheet would be the lowest cost option but I think would get too messy.