Advice on owner outreach organization/CRM solutions

June 25, 2021
by a searcher from Southern Methodist University in San Antonio, TX, USA
New to the site and I am hoping to get some examples or thoughts on how others have managed the organization of their owner outreach (plain old excel, app, software, etc.). I never put much thought into it but after hearing of some others using a CRM solution, I can definitely see the benefits over an unruly excel sheet.
Searching in the central/south Texas region. For those looking for more information on waste management (roll-off dumpsters, landfills, recycling, etc.), concrete (ready-mix, framing, pumping, finishing), sand and gravel mining, or other construction service companies, I can probably give you some things to think about. We have owned or currently do own companies in these spaces.
Thanks in advance.
from University of New South Wales in Sydney NSW, Australia
from INSEAD in Connecticut, USA