Updated over 6 years ago on . Most recent reply
What is your favorite CRM and why?
Good morning BP!
I am looking for a good CRM that will help me streamline communications down the road and track contacts while continuously creating touch points throughout the year. I was thinking of starting by having an automated workflow/ task contact me and then I personally reach out to them (in the beginning). Then eventually moving into a multi-channel CRM for more multi-faceted engagement.
Do you use a CRM that can provide email reminders for a set number of days from the start? It would be roughly 24 email reminders/ year.
Thank you!