User Review( votes)
So I am working remote for #1 executive in my company. They don't have a CRM but I and i am calling or emailing to 20 to 30 new prospects each day. They are insurance agents of one specific company. I wanted to find a system that with track incoming and outgoing calls through caller ID. Allow me to put in call notes, reminders, and ability to send my boss the details of my day. Any ideas please and thank you.