Updated almost 5 years ago on . Most recent reply
CRM Software for Managing Relationships?
Hi all - For those that are focused on building processes and systems to scale, which CRM software have you had success with? I'm currently demoing Podio and Monday.com, both of which could work but neither seems to check all the boxes. Ideally want an automated system to track leads from our website, follow ups with PM and Brokers, etc. I'm all for having automation and systems in place and want to establish the right framework.