Q: CRM needed only
I need to store and easily access 450 customers names, address, phone, and notes about their purchases.
I do consulting and need to keep updated notes after I speak to each customer.
I do NOT need a funnel or reminders or Ai adding names to my database, I will add each after my consultations.
Initially I can add 450 customers from an Excel sheet (is this possible)?
then I’d like to add notes to customers files as they purchase.
Is this software suitable for what I need?
Thank you
Jung_Klipy
Jan 6, 2025A: Hi Debbie,
It seems that you need something extremely simple to just manage basic customer information. While our software can handle these tasks, I believe I should be transparent and suggest that for your specific needs, Attio's free version might be a better fit, as it would help you handle these basic requirements without unnecessary cost.
However, I would love to know if there are any additional CRM needs for your business, as this might help us understand if our solution would actually provide better value for your specific situation.