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Simple CRM for Client Service Reminders


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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