User Review( votes)
Most of the CRM programs seem overkill for what I need, but haven't seen a great alternative. I want to create a database of clients; have all emails sent/received automatically attached to their contact record; and the ability to add conversation notes for that client. In addition to a search feature to easily find a topic I made notes on. Probably a calendaring/reminder feature for follow-up, but could do without that too. No requirement for tracking sales. Very simplistic but want more than a cut-and-paste Excel spreadsheet.
In a nutshell, I want to create a database of clients and easily keep track of my various communications with them. I will ultimately be passing my expertise and communication details on to a colleague. No automated collaboration required.
Hoping there is an existing free option, or very, very minimal cost.