Customer Relationship Management Tools to Up Your Game - Project Management Tool.
Kanban board: Kanban board tools like Trello can give you a quick insight into your sales pipeline, the status of each customer, and a space to add notes about each.
Customer Relationship Management Tools to Up Your Game - Project Management Tool (Trello Example)
Source: Trello
No-code building tool: Ever worked with a workspace like qatar telegram data Notion? You can use it to build a CRM database and then use different filters and views to customize it to your liking. Notion is super powerful when you’re familiar with it, and a bit overwhelming when you’re not.
Customer Relationship Management Tools to Up Your Game - Project Management Tool (Notion Example)
Source: Notion
Of course, every business is different—not all of these options will be the right one for you. A Kanban board might be too simple, and an option like a DIY CRM in Notion may be too complex to execute. On the other hand, a dedicated CRM might be more than what you need right now.
Our advice? Pick one option from the list based on your needs right now and jump straight in. (If you’re not sure where to start, download our free spreadsheet CRM template.) Give it a few weeks to see how it feels so you can improve that option, or choose a different one.