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Updated about 6 years ago on . Most recent reply

User Stats

80
Posts
36
Votes
Ryan Spearman
  • Auckland, New Zealand
36
Votes |
80
Posts

What should I use for small scale CRM?

Ryan Spearman
  • Auckland, New Zealand
Posted

Hi, I'm a buy and hold investor in New Zealand.

I've had some success using direct mail marketing, and want to expand on that, making it more systematic.

What should I use as my CRM?

My mailouts are very small, only about 150 letters in one campaign.

I'd like to be able to record what I send and who I send it to, then record what response I had from whom.

I'd then like to follow up to non-responders with another letter and start the cycle again.

I have just been using a spreadsheet, but it's a total mess and barely worth doing.

I really want something systematic and repeatable.

Thanks heaps

Ryan

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