Easy CRM tool for consultants/PMs - suggestions

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begeland
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Hello all. I'm a project manager and consultant, so any advice on this topic would be helpful. What do you or your organizations use to track customer contacts? I'm not looking for a big, expensive CRM implementation. I'm a lone consultant...but it's quite possible that such a solution would be helpful to the entire PM community that deals with new client contacts on projects every day.

You're running a project and you end up with 5, 10 or 20 contacts at the project customer location that you need to hang on to. Same goes for consultants and current or potential customers. It works both ways for me. Right now I mainly use my email for keeping my email contacts for customers - which is how I communicate with most. But I'm one good hard drive crash from losing all of that. Plus it makes me never want to delete my emails for fear of losing a vital contact or conversation thread.

Does anyone have a suggestion for a (preferrably free) good CRM solution that is easy to use, quick to learn and setup, and captures high level data about customers and contacts?

Thanks in advance!
Brad
Manish
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Hi,

MS xls sheet would be best solution (I guess, you might be using it). Customize xls sheet based on your need and easy to run anywhere, anytime. Or you can use the cloud solution like Google Drive.

Hope this helps.

Manish
andymavr
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Hi Brad,

What you actually need is something that can track leads/opportunities, link to these related activity history (messages exchanged, meetings held, etc.) under a running project, while collaborating with your team. For offering this approach to run your daily business and for it's affordability above all, I use Comidor. Give it a try.

Best,
Andy
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begeland
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Thanks for the input and recommendation Andy...I will look into it because the need is still there.

Brad
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