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by joeroot
4535 days ago
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Streak (http://www.streak.com/) has been a good start for us.
Upsides are that it's flexible enough to match most pipeline progressions, exports to CSV, supports mail merge, and allows you to easily track emails. Our main issue has been that in person meetings and calls are difficult to log and keep track of, and as we've progressed towards those its become less and less useful. If most of your interactions happen via email however, Streak is a great flexible (and currently free) tool. |
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We're working on handling this better - the main idea will be to let you log meetings or phone calls really easily, but under the hood, its still an email (and all the benefits that come with it).