Notes are an easy way to store information about things in Tactile as and when they happen. Speak to a client on the phone? Make a note about the conversation and as time passes you start to build up a valuable history of what has happened and who has said what.
Tactile CRM is a web based contact and sales management system for small businesses and departments. It's great for managing your sales pipeline, contacts, notes, emails and activities in one place so you can easily share information within your organisation amongst your colleagues.
If you want to get in touch, drop us an email to support@tactilecrm.com or call us on +44 (0) 207 183 6677.
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