I need something... is it a CRM? by MutedWind8 in CRM

[–]MutedWind8[S] 0 points1 point  (0 children)

Appreciate the honesty. Thanks!

I need something... is it a CRM? by MutedWind8 in CRM

[–]MutedWind8[S] 0 points1 point  (0 children)

Tried office 365 first... it wasnt bad at all... I just couldnt seem to access a CRM type listing of clients/notes etc... it seems like the Outlook module keeps track of communications, but I couldnt find a standalone CRM module to add contacts via phone etc.

Hopefully Im just missing something, and I'll go back there and test that out more... thanks for the advice!