Project CRM for Pensions& Road Accidents Company

tips-and-tricks

#1

Hello everyone, hope your well.

I am looking for a CRM with editable fields that I can just add fields for a pensions and also an accidents company with fields I can add, so that solicitors can also log in and make the clients cases updated as they see fit.

I am struggling to find the most suitable one.

I need to be able to add call logs and notes, all custom fields also.

Any advice, many thanks.