Have company, about 3 people in sales moving between locations, and 3 stationary people working with clients that coming to our office + taking care of our woocommerce online shop. Also we using Klavio for email marketing
What is good and cheap (any free) CRM we could use?
Main problems:
1.We need palce to put all clients in one list, and filter
2.we need to know which clients came from website, or called, or sale found him (so i am thinking about like tags?)
3.would be awesome if we could make notes + upload some pdfs to each client
4.Employers need to have task, or place to fill up what they were doing, and could set a meeting
In my second company (design agency) we are using notion, but in this company people that are working are like +45y and not so techy, so i have feeling that notion might be to complicated.
submitted by /u/Mejciek_Stach
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