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Tsolma2016-11-11 14:29:59
CRM
Tsolma, 2016-11-11 14:29:59

How to organize the history of interactions with the LEAD?

The brain explodes. How to be? Every day: a lot of calls, a lot of people, a lot of documents, ICQ, one mail, another, a third, an agent, Bitrix, documents, suppliers, commercial and price offers, a lot of prices. A complete thug! Damn! How to structure all this? Bitrix24, I thought, will simplify the work. Nichrome! Either I'm slow for Bitrix, or I need to hire a girl to keep my records in Bitrix.
How to organize all this?
I need that by entering the phone / name / company name / e-mail address it will be shown (entered by me or pulled up from somewhere): who is it, where from, first contact, his mail, call dates, what documents were sent to him, correspondence history, what prices used, could put up a commercial offer.
I may not be looking there. But does it exist? a? I need an organizer planner! Help, I want to work more freely..

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2 answer(s)
K
Kovalsky, 2016-11-11
@lazalu68

Secretary)

J
Jenovas, 2016-11-12
@jenovas

Yaby suggested AMO crm

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