I'm currently a one man team and generally have been keeping track of clients through a mix of Google Sheets, pen and paper, and just memory. I'm looking to free myself of this burden and get everything organized.
Essentially, I'm just looking to keep track of client/org/phone/email with notes on last contact and what to do next. I do see my one man operation expanding to potentially multiple people sometime later in 2021.
In a way, Google Sheets fills most of this nicely but it feels...
Read more
Essentially, I'm just looking to keep track of client/org/phone/email with notes on last contact and what to do next. I do see my one man operation expanding to potentially multiple people sometime later in 2021.
In a way, Google Sheets fills most of this nicely but it feels...
Read more
from Using free version of CRMs like Hubspot, or Google Sheets + Integrations like Zapier/Integromat?
No comments:
Post a Comment