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Which CRM is more convenient to maintain a customer database?
Example: I have 10 sites and for each site there is a customer base of 500 people.
Task: I want to maintain a separate database of clients for each project, each client should have its own data card. (City, address, phone numbers and note). Each client will be subject to monthly, semi-annual and annual subscription fees. Upload to Excel.
CRM should be easy to understand and customize.
Thank you for your attention.
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There is such a crm - Freshoffice .
You will need the Projects and Orders module.
Also, the core of the system is the base of counterparties, where cards are flexibly configured. By default, you can immediately enter the City, address, phones and notes by importing from your Exl file or manually adjusting.
Splitting and filtering by types, statuses, a lot of things.
Finance is also here, tied to a specific client.
It is very convenient, because without unnecessary integrations, everything is in one place.
Sooner or later, everyone comes to the understanding that just CRM is not enough, and fortunately there are complex solutions on the market.
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