CRM Software Suggestions

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I am an account manager for a small business and am tasked with finding some affordable options for my team of 8 people for CRM software. We negotiate group rates with hotels on behalf of our clients (mainly wedding planners and businesses)

Currently we are using google sheets, documents, and excel and word to make hotel comparison analysis reports, rooming list reports, and log all of our data. Looking for ways to

  • streamline data entry
  • make email templates readily accessible
  • assign tasks and track the progress of team members
  • Efficiently create reports that show us how much each client brings to our business
  • Make accounts receivable easier to manage

I feel like we are such a niche company, but open source would be tough as none of us are programmers. Any suggestions?

submitted by /u/Still_Perception_776
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