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Consultant level: What software do you use to track your contacts?

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  • Consultant level: What software do you use to track your contacts?

    I am self employed so I don't need anything extremely robust or expensive. I am looking for software that allows you to type in a name, and it will show you anything you input about them - you'd keep the window open while talking or as soon as you hang up, it would tell you "don't call this person after 2pm" or "has three kids" etc - along with phone number etc.

    It would be awesome if there was a link that said "email this person now" and connected to mail, but thats ok. Most of my contacts are in my mail already.

    I am on a MAC. Back at agencies, I know we had robust versions of this. But that's way overkill, I would like something free or scaling or minimal.

    Thank you!

  • #2
    Hello.
    You can test the EspoCRM on Demo http://demo.espocrm.de/advanced/.
    Also, if you need more time to test it on your personal data, you can test it on our cloud solution https://www.espocrm.com/cloud-registration/.

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