User Review
( votes)I own a small business, and I am looking for a new CRM.
I would like to think our needs are relatively simple – I am not looking for any sophisticated integrations, pretty much an address book with custom fields. In addition to the usual customer name, address, phone/email, we work with people's pets, so we also like to record information about them such as names and breeds, collar sizes, etc. We also keep a list of notes of our interactions (essentially what services/items were purchased and the date).
I am struggling though because our technician is old-school and wants to be able to print out an easy-to-read page with this information so he can carry it with him in the field. I am aware there are many CRMs with lovely apps that would bridge this gap on his phone, but he will not use them (though I hope once he retires I can move ahead with a more tree-friendly solution). Any recommendations would be greatly appreciated!
submitted by /u/eek5445
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