Advice on owner outreach organization/CRM solutions

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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.

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Reply by a searcher
from University of New South Wales in Sydney NSW, Australia
We started tracking everything in Excel but found it wasn't optimal. Took a while to switch over to Hubspot and we're reasonably happy with it.
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Reply by a searcher
from INSEAD in Connecticut, USA
Check out https://www.hubspot.com/ for CRM
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+3 more replies.
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