This is a new business set up project. My system hardware is an apple computer and an epson printer / scanner.
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I have no CRM in place. I need a simple one and I am open for suggestions.
This is a one man show at the moment. As my leads come in I or someone else will have to do the data entry as they will come from various places in various formats. Each lead contact may have as many as a dozen related contacts and there will be attachments and links involved. I will need to send 10 to 20 letters each day from these contacts. There are standard letters and e mails that will be sent out as well as customized letters and e mails. It would be nice but not critical to be able to dial directly from the CRM. Most recently I was using MOJO but it is not appropriate for this new operation.
While I have used computers for years I have limited skills. Presently I use G mail and google docs, and I have a web site in place.