Welcome!  English (US) Language Switcher

Remember The Milk as a CRM Tool

gdayross says:

Hi. I have been using RTM as a CRM (Customer Relationship Management) tool. I have used other paid CRM's in the past but when I started using RTM, the flexibility of being able to create your own tabs meant than I could create a CRM with my own headings.

I have found this much more flexible than dedicated CRM tools where you use the pre-set field names. So more flexibility and less expense with my CRM managment. Thanks RTM.

Ross Freiberg.

Posted at 12:35am on December 12, 2013

mehardin Pro says:

I'd like to see and hear more about how you set this up. Sounds great.

Posted 12 months ago

james.scerbo Pro says:

I concur! I keep seeing the article by sunjana1 posted on the Help section but it does not really fit my needs.

How are you organizing the RTM procedures?

Posted 11 months ago

Log in to post a reply.