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07-19-2023, 03:29 PM #1
- Join Date
- May 2023
- Posts
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CRM - customer relationship management - looking for one that can do this
Fellow funders,
maybe someone has insight on a CRM that I can use that will allow me to send my ADs/mailers/texts, but the CRM belongs to say, one of my referral points, like an accountant or credit repair company.
I have a business that is based on referrals. Most of my referrals are from CPA, accountants, attorneys. They have very sensitive clients and data that they would not just hand over to my company for me to contact them directly.
I need a CRM company that can upload my referrals database/crm without my referral handing me over their entire client database.
The CRM would be sent by my referral but it would allow the prospective client to decide to contact my company if they are interested in my services. If it would generate a report/spreadsheet to show who is interested/converted to a client ideally.
Greatly appreciate any insight and thank you for taking the time to read this post.
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