User Review( votes)
Hi I’m looking for a basic CRM or database that can hold info of potential clients. I’ve tried to use the files app on iOS and Google drive but its too clunky and doesn’t really refine the info the way I want it. All I need is address, name, contact details, and the ability to add some documents to each contact. Perhaps the ability to prioritise certain contacts. I’d also like it to have a system where I can set reminders to chase the potential clients and add notes. Any other features like SMS or email or any marketing stuff might be fancy and cool but not really essential. I looked at something called salesforce but got a bit overwhelmed. Is that worth sticking with that or am I off track? Any advice or info would be appreciated! Thank you!