User Review
( votes)I’m looking for a CRM that fits the unique needs of my organization. We’re a small (under 10 person) team. Our primary function is to provide training to organizations, with the goal of supporting them through a multi-stage certification process. I’m looking for a user-friendly CRM that can store contacts on a personal level and organization level. Another important function is being able to monitor their progression through our program. For example “XYZ enterprises has completed requirements A, B and C but still needs to complete requirements D and E to obtain Level 1 certification” with the ability to track completion and expiration dates.
I know very little about CRMs in general, but so far the ones I’ve seen that might fit the bill include Insightly, Zoho and Nutshell, but any feedback is appreciated!
submitted by /u/tangerinetw3lve
[link] [comments]