CRM systems
PaulPHAS
Registered Posts: 2
Hi,
I recently set up in practice and wonder if anyone has any advice around CRM systems - I have less than 25 clients.
At this stage, I am looking for something that can store client information - contact details, tax references, money-laundering, company details, key dates - rather than develop a spreadsheet with information spread across a myriad of columns. Also need to keep my costs down.
Any advice, recommendations would be welcomed...with ideas of costs.
Thank you in anticipation.
I recently set up in practice and wonder if anyone has any advice around CRM systems - I have less than 25 clients.
At this stage, I am looking for something that can store client information - contact details, tax references, money-laundering, company details, key dates - rather than develop a spreadsheet with information spread across a myriad of columns. Also need to keep my costs down.
Any advice, recommendations would be welcomed...with ideas of costs.
Thank you in anticipation.
0
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