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Simple CRM for Client Service Reminders

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I need a relatively simple CRM with a customer database that reminds me when a client’s next service is due. Can anyone help?

asked by Lisa P. – July 11, 2012

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I honestly think almost every CRM has the capability of setting a reminder event on a contact or an opportunity. For example in our CRM system all I have to do is to create a task with a future date for a particular contact or/and account. When it gets close to that date, I will be reminded via email or when I log into the system that this task is coming due.

answered by Paul K. – July 11, 2012

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what's the best crm system for a one-man consulting shop?

3 mins ago

Sara B.:
I am in the same boat as our many of my clients - i would love to know th answer to this too! Great questin Dave :-)
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what can the crm do

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Costs of tailoring the CRM system

May 16, 2013

Mark Aspillera:
There's several different ways you can tailor a CRM system depending on what kind of system you have. Many of the larger cloud-based solutions can be expanded considerably through third party apps and add-ons, though a lot of those apps aren't free and sometimes even carry their own monthly subscription ...