Hello,
I am interested in tracking sales calls, leads, and quotes.
I am not sure if I need a CRM, or an ERP, or what?
Here is the things I would like (in order of importance):
1. Track Sales Phone Calls - Company Name, Contact Name, Last Time we talked to them, and When we should follow up.
2. Track Company Visit Sales Calls - Contact Name, Last time Visited, when to follow up.
3. Have a place under contact name, or company name for notes about customer or project
4. Ability to make a quote without a product (we sell custom products) - there are no part numbers.
5. Track a job from quote - finish.
I have looked at both Sugar and ...... in the past, but I have not looked at anything in the last 6 months. I need a way to quickly search and see if a potential customer has been contacted, if so when, and what the response was.
Thanks!
mattmc


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