HACKER Q&A
📣 mattw2121

Simple CRM?


I'm searching for what I would term a simple CRM solution, but all I seem to find is a bunch of products that are bloated and not really what I need. Could anyone help recommend a CRM (or am I looking at the wrong product category?) that can meet these requirements.

- Maintain a list of companies.

- Categorize companies into groups.

- Maintain a (small) list of contacts at each company.

- Create a recurring campaign, targeting a group. E.g., "Quarterly Site Visit" that repeats quarterly. Track completion date and generate reports showing outstanding items in the campaign.

- Create one time campaigns. E.g, "Send 2023 catalogs". Same tracking and reporting as previous item.

- Export email and addresses of contacts to import to another tool for emails and label printing.

- Log time stamped notes about each company.

I would really appreciate any suggestions. Open to SaaS or something I need to host.