User Review
( votes)Hi All – I’m looking for a CRM system for an individual that can help manage contacts, companies and active deals with a tagging functionality for meeting notes, call notes and email correspondence.
Ideally this would integrate in MS Outlook where when you click on a contact it will show recent emails and or calendar invites you’ve had with the person/company/deal.
Ideally this CRM would double as a digital notebook that has all meeting notes that can be referenced as well.
Lastly, I’d love for it to keep a running list of individuals I haven’t communicated with in over 6 months to remind me to reach out.
Does something like this exist for an individual plan (rather than a whole company)? Or am I out of my mind?
Thanks,
submitted by /u/Jg283641
[link] [comments]