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Need help with CRM choice & set-up

  • Posted:
  • Proposals: 41
  • Remote
  • #4474345
  • Expired
Azharul I.Robert P.Invoked FunctionsOwn infotech Pvt LtdAbdul Q. + 36 others have already sent a proposal.
  • 3

Description

Experience Level: Entry
I used to use Salesforce, but today, it seems far too complex...

Can you help me set-up a simple database sytem / CRM that simply allows me to add companies, add contacts, record all communication and allows me to set open activities....

I just spent 3 failed hours and I'm considering jumping off a bridge!

Please Help!

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Clarification Board Ask a Question

  • Adelegan O.

    Beyond manual entry, do you need this system to automatically 'catch' emails from your Outlook or Gmail, or do you prefer logging communications manually to keep it clean?

  • Naresh S.

    Hi Wesley,
    Do you want a no-code tool you can start using today (like Airtable or Notion) or are you looking to build a custom CRM system (for example with Django + a database) that you fully control?
    Thanks
    Naresh

  • Mahmood U.

    Can you please tell what simple CRM or database system you prefer for managing companies, contacts, communication records, and open activities?