Hi everyone,
I am looking for a free CRM software that is similar to sales forces. The main aspect I am trying to achieve is to neatly organize all of our clients and their properties (we have many clients with multiple properties - I would like to organize the properties under each client) along with side notes detailing any important factors in our recent encounters. As of right now, we have been using excel to accomplish this. However, over time, as more notes got added it started to look messy and difficult to navigate for some users. Moreover, as many of you know excel is great but does not have the efficiency of CRM software. Your replies will be greatly appreciated.
Thank you,
Electrical
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