I am just hiring one business development person and would like to be able for me as well as her to see her activities and track results. Is this system to much for me. I am a mortgage banker.
It sounds like you’re looking for a simple CRM to track your employee’s progress. In particular, you’ll want to see pipeline reports that show how each deal is progressing, and be able to filter to just see the highest value deals, or the deals closest to closing.
You’ll probably also want to track emails sent & tasks completed, so you can get a good idea how much progress is being made.
For just 2 people, you can probably get away with using the free version of Insightly CRM. Check out more info in our best CRM for small business buyer’s guide.
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