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Best Simple CRM for Diary Management

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I need a simple CRM solution that will let me: 1) Upload an excel spreadsheet of contacts, 2) Add to the list once on the CRM system, 3) Manage a diary system with outcomes and future diary notes, 4) Show the “to do” list for that day and any “not done” diary entries for days in the past.

asked by Rachel B.  –  July 7, 2012

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Take a look at Affinity CRM (http://www.affinityinformatics.com). They should be handle all the above and they're running a couple of really good deals through the end of July.

answered by Sterling J.  –  July 9, 2012

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