User Review
( votes)Hi brains trust!
Hoping you could help me. I am looking for a CRM for my coaching/consulting business. We currently use Trello for task management (works ok) and as a client database (not very good). I'm looking for software that can help us do the following:
– keep track of client learnings/goals
– keep track of email conversations with clients from various staff
– use a central database for client contact details
– onboard clients using automations
– create online forms as a native function
Hope I'm not looking for a unicorn here. A lot of CRM software seems to focus on converting leads, whereas I need to manage the clients that I have in a better way. Thanks so much.
submitted by /u/Ok-Argument-4840
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