User Review
( votes)Are there any CRM programs out there that aren't focused on sales, our company is small. We don't track leads or use workflows, we just need to input and access customer profiles, including their accounts. Input and access documents for those accounts, keep a a shareable calendar, create client list based on specific criteria, upload templates and mail merges. We currently use Redtail but I don't like that it not a one stop shop.
submitted by /u/Court_Clare2024
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