Readers like you help support MUO. When you make a purchase using links on our site, we may earn an affiliate commission. Read More.

I'm doing phone sales now - solo - after years of working with companies. I've been using an excel sheet but it gets too complex once I begin recording conversations and follow up calls, etc. I need something that has one page per company with room for the basic info, a contact or two, and an unlimited field for comments and notes by date. Simple is fine, but ideal is something that lets me schedule follow up calls by date so I can just search by date, and pull up the calls for that day. Thanks in advance!

MAKEUSEOF VIDEO OF THE DAY
SCROLL TO CONTINUE WITH CONTENT
Judi P
2014-01-07 20:51:38
Yes. I'm an inside, B2B, sales person. I found one called FreeCRM (not so good) and one called Insightly, which I'm beginning to use. But I'm still open to suggestions in case there's something else better still that I didn't find.
James B
2014-01-07 13:28:24
Are those calls unsolicited?