Need a simple CRM that’s basically a little more than just Google Sheets for a company that has 2 people

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I would love to have a simple CRM with the following features.

  • task or reminder setting for accounts.
  • logging calls or uploading files to an account.
  • being able to upload files to accounts.
  • exporting
  • an app for logging calls or notes on the fly

I sell LED lights and I do a lot of cold calling but once the company gets into the pipe it’s super simple. They get a proposal/drawing, quote, payment or close lost. That’s basically it. The thing is we have tons of accounts that we are trying to work into the pipe and then through it. I just need it to be a little more dynamic than my Google Sheets, nothing insane.

Reporting, sending emails, dollar value, charts graph and etc. are definitely not needed. I just need it to be customizable to the specific verbiage we use in the column for accounts. Some CRM are very strict about not letting you customize columns or attributes about the account and it’s frustrating.

submitted by /u/urbnFarmer
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