User Review
( votes)I’m looking for a free or low cost ($20 or less a month) CRM to track clients. The company I’m with is very old school and only uses paper lead cards. They have a great product and pay plan, but with anywhere from 500-800 leads a year I feel like stuff may slip through the cracks. Anyone have any suggestions for a CRM with the following characteristics:
1) mobile friendly
2) reminder tasks/ability to assign activities to certain dates. Example: check in on funding October 2nd 2024
3) must be able to track 1,000+ clients
4) must track name, phone number, email (obviously)
5) must have note tab assigned to client so I can outline their product parameters and wants vs needs.
6) automated text or email a plus
7) must cost less than $20 a month.
8) only needed for myself currently, but ability to add one other user at a low cost is a plus.
submitted by /u/Always-_-Late
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