07-07-2021, 01:18 PM
CRM software/app where I can enter in customer info, past sales, “rate” them and
submitted by /u/LostAggie2017
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Its kind of an odd request. But I’m sometimes out in the field and need to be able to look up past amounts for a specific customer. Also see customer details.
I want something I can use to easily look up customers who have been quoted or past jobs we did for them.
Would also like to be able to somehow color code or tag customers for it they are “difficult” or don’t pay on time, flake on an appointment, etc.
Mainly a phone/tablet and a desktop computer is how we would need to access it.
Can anyone recommend a crm they have experience with this is similar to what I am looking for?
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