crm data base format or software package

G

Guest

after an extended and so far successful bout with cancer,i'm returning to
work.am trying to start an insurance agency.i have access to a printed list
of prospective customers with fairly detailed info on each
person(name,address,sex,d.o.b.,ss#,etc).nothing is computerized.i want to
enter this info into a data base in such a manner that i am able to retrieve
prospects names by various fields ,such as all prospects within a specific
zip code or by sex or d.o.b.,etc.my intention is to send written info to
these lists of prospects in order to generate sales leads.how do i create
such a database?is there a software program that will do this?my
knowledge&expertise in this area is virtually nil so any and all help or
suggestions will be gratefully appreciated. all the best, DANNYBOY
 
J

Jezebel

I've used ACT! -- it does all the things you describe and works well enough.
Goldmine is another CRM application. I haven't used it, but those who have
seem to like it.
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top