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Updated almost 8 years ago on . Most recent reply

Looking for CRM tool for direct mail campaign
I would like a CRM that let's me start with just a phone number. Does anyone know of such a product?
I have a lot of calls from a direct mail campaign. Most calls are missed and they hang up (I'm working on this). I know they came from the direct mail campaign because that's all I use the number for. I need a tool where I can store the number and then me (and some helpers) can go through the list calling them and adding the other details as we get them.
Here are my requirements:
- Create a lead with just a phone number.
- Allow import/export of data.
- Allow multiple users.
- Be mobile friendly.
Everything I have tried requires an address or a name to create the lead.
Most Popular Reply

Originally posted by @Sean Carroll:
@Adrien C. do you use podio? Do you like it?
I use Investerfuse which is podio but prebuilt for wholesalers. It was a good start since we didn't have to configure anything. Now that I'm 7 months into it, we're working on having someone custom build our own podio. Investorfuse isngood and does 90% of what we need it to do. Whoever some were not traditional wholesalers plus we do flips, it's not quite right for us. But I appreciate that is was ready to roll when we started. I spoke to someone about custom building podio when we first looked at CRM. I'm glad I started w Investorfuse because I wouldn't have know what to custom build without first seeing what I liked and didn't.