Looking for a simple CRM for small consulting company

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Joined: Wed Jul 07, 2021 4:01 am

Looking for a simple CRM for small consulting company

Post by jessica21 » Mon Aug 02, 2021 12:58 am

I tried several CRMs (Insightly, SugarCRM, Pipeline), but they all offered too many features or none at all that I need. I primarily require a location to keep track of folks I've met (client, experts). Because I run a B2B business with only 10 deals at a time, I don't need invoicing, report, or sale integration. I'm searching for something akin to a sophisticated contact list.
Must Have :
  • Mail integration (Office 365): I want my team's emails to be automatically attached to each contact, and new email recipients to be automatically added to a list.
  • Reasonnably priced (less than 15$/user)
  • Customizable columns
  • Tag system
Techloyce.com also providing the best Odoo CRM consultancy.

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