I've been paying for Radius Bob CRM and have just not got around to uploading any information into it since I signed up months ago. I have an excel spreadsheet that I use with what I think all the pertinent info I need for my Med Supp clients.
What functionality do you think I am missing out on by not using a CRM? What are the things that you like about using one that you find indispensable?
Source of insurance-forums.net
What functionality do you think I am missing out on by not using a CRM? What are the things that you like about using one that you find indispensable?
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