I havent looked into all CRMs out there yet. But is there any that - TopicsExpress



          

I havent looked into all CRMs out there yet. But is there any that would have the contact, categories, ability to set reminders, once clients get into escrow, to manage/ coordinate transactions, create timelines, and also spits out CDA? Im doing all these on spreadsheets now but before I combine all my spreadsheets together, id like to check in with the group to see if such a product exist? The only thing spreadsheet doesnt do is to create reminders. Im working off Outlook, spreadsheets and Evernote now.
Posted on: Thu, 22 Jan 2015 23:26:36 +0000

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