User Review( votes)
I am self-employed and need help getting more organized and keeping up with clients more effectively. Below is a list of what I am looking for in a CRM system. I am also really not tech savvy so forgive me if I am explaining this wrong.
-Inputs for the following when creating a contact: Clients name, Photo (optional), Phone number, Email (optional) I rarely get clients' emails and some systems force you to input this. Notes about client
-Way to track communication frequency. (I need to be reminded to follow up with clients but not harass them either.)
-Facilitates Newsletters and mass texts that address clients by name with an opt-out option.
-Text and email appointment reminders