What’s the next step up from contact log spreadsheets? New guy looking to use it to help myself, as our small sales department has 0 interest and never used any CRM or even call logs before. We do have a database attached to our site with customer’s accounts + orders, but 0 communication tracking
I just need a way to keep my interactions and reminders in one place, and attached to the unique client ID/info from our site database.
Just using the site database and a call log spreadsheet hasn’t worked well because I can only put one new client into the site at a time, and cannot add any new fields (like notes, contact reminders, tags for grouping customer types, etc). My activity is a mix of existing clients , inbound leads from our website, and massive cold contact lists for potential customers like new political candidates, franchise locations, etc.
I do like the current call sheet because I can export info from the site as a csv, and using concatenate can link directly to each profile/account history on the sit.
I don’t plan on having additional users, or needing to sync data between the site and the new CRM. Our official budget is $0, but I’m open to spending a little myself to make my life easier. Appreciate any advice or suggestions for this!