ADVICE ON OWNER OUTREACH ORGANIZATION/CRM SOLUTIONS
New to the site and I am hoping to get some examples or thoughts on how others have managed the organization of their owner outreach (plain old excel, app, software, etc.). I never put much thought into it but after hearing of some others using a CRM solution, I can definitely see the benefits over an unruly excel sheet.
Searching in the central/south Texas region. For those looking for more information on waste management (roll-off dumpsters, landfills, recycling, etc.), concrete (ready-mix, framing, pumping, finishing), sand and gravel mining, or other construction service companies, I can probably give you some things to think about. We have owned or currently do own companies in these spaces.
Thanks in advance.