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Updated about 8 years ago,
Advise on CRM software to keep track of Clients
Hello guys/gals, I was told that I should use a Customer Relations Management software to keep track of Networking contacts for the SEC Rule 506 on Non-accredited investors previous relationship rules...
Does anyone have any experience with such softwares?
They keep track of the last time you talked to them, and with drip emails and such?
Thanks