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Keep track of your contacts in a business context

The Problem: you are using email to respond to customers and website visitors, making it difficult to keep track of a longer conversation. 

The Solution: Use a CRM tool (a customer relationship management tool)

I have been looking for a long time for a good CRM solution that can offer a unified view of what I have been talking with a lead or a customer and where I can add personal notes.

What I used to do, was to search the conversations scattered over my email and try to piece together the context of the conversation so I can continue.

I now use HubSpot’s Free CRM and manage the conversations using that tool. With one click, I can load a customer view that immediately shows me what I need to know to pick up the conversation from where it left off. 

If you are not using a CRM yet, I highly encourage you to give it a try.

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