CRM

December 05, 2017
by a searcher from Cornell University - College of Business in Boston, MA, USA
I'm in the fundraising stage and looking for a good CRM to track activities. Looking for the following features:
- "Mine" my email accounts and pull out everyone I have emailed
- Classify contacts -- i.e. brokers, prospects, company owners, family
- Put those contacts somewhere in a funnel
- Track activity
Pretty basic really. Was going to do Salesforce but wondered if anyone else had a better recommendation.
Robert
from Cornell University in Boston, MA, USA
in Barcelona, EspaƱa