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Lead Management / CRM

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Patrick Jones

Patrick Jones

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Anybody?

Do you go for a plain spreadsheet? Some kind of CRM?

How do you keep track of people you are in touch with over the course of weeks or months?
 

George Appiah

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In my previous MSP business, I started with Autotask and later moved to ConnectWise.

These are full-blown Professional Services Automation(PSA) suites for the Managed Services Professional (MSP) industry and not mere contact managers though.

Right now I'm still in the planning phase and I haven't really hit the road yet with my new online business... so Hubspot's free CRM serves my basic needs.
 

ZCP

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@Patrick Jones maybe provide some value first? maybe let us know what do you use? what will you do with the information? how can we all get better? give to get. .... or rephrase and ask a better question. :)

To help: have used scratchpad, excel, sugarcrm, odoo
 

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