We would like to create a way to manage client lists with an ability to:

1. Sort by types of services they use
2. Sort by type of business/industry
3. Sort by monthly/annual spend
4. Add client specific notes

Of course! I don't think it would be a problem. I am using it in Greece! But just to be sure, you can ask Comidor's support team at support@comidor.com , I'm just a user of Comidor. They are very helpful, so do not hesitate to ask whatever you want!

Lovely place to be. Thank you for the advice.

Shaheed wrote:

Elsa wrote:

What I really recommend is an online CRM package which is actually much more than that. It's name is Comidor. I've been using it for more than 2 years. It's easy to learn and use, it's online so you can easily use it from your home's sofa and last but not least, its cost is really low compared to what it offers. Apart from  CRM, you can use its PM package to manage your projects, the FI package for a full financial review and Document and Task Management which are all offered in the main package. Not to mention its impressive diagrams and reports which provide you a full realistic review just with a click. I believe you should give it a try!
Good Luck! 

Awesome stuff. Thanks for this very informed response. i will certainly give it a try. Did you by any chance do a cost benefit analysis on various CRM options?

Yes! There's a standard and customised dynamic time-based analytics option which you can easily use in all units (CRM included).

Thank you. I noticed it is US based and I am in South Africa. Will i be able to change currency and adapt it to local conditions?

Elsa wrote:

What I really recommend is an online CRM package which is actually much more than that. It's name is Comidor. I've been using it for more than 2 years. It's easy to learn and use, it's online so you can easily use it from your home's sofa and last but not least, its cost is really low compared to what it offers. Apart from  CRM, you can use its PM package to manage your projects, the FI package for a full financial review and Document and Task Management which are all offered in the main package. Not to mention its impressive diagrams and reports which provide you a full realistic review just with a click. I believe you should give it a try!
Good Luck! 

Awesome stuff. Thanks for this very informed response. i will certainly give it a try. Did you by any chance do a cost benefit analysis on various CRM options?

Yes! There's a standard and customised dynamic time-based analytics option which you can easily use in all units (CRM included).

What I really recommend is an online CRM package which is actually much more than that. It's name is Comidor. I've been using it for more than 2 years. It's easy to learn and use, it's online so you can easily use it from your home's sofa and last but not least, its cost is really low compared to what it offers. Apart from  CRM, you can use its PM package to manage your projects, the FI package for a full financial review and Document and Task Management which are all offered in the main package. Not to mention its impressive diagrams and reports which provide you a full realistic review just with a click. I believe you should give it a try!
Good Luck! 

Awesome stuff. Thanks for this very informed response. i will certainly give it a try. Did you by any chance do a cost benefit analysis on various CRM options?