{ "media_type": "text", "post_content": "Any recommendations for software that manages client engagement and implementation info with reporting features?", "post_id": "5fe0e1fab52f1c0024fe3eee", "reply_count": 7, "vote_count": 2, "bowl_id": "55375ce690f5eebe1d2a0f88", "bowl_name": "Tech" }

Any recommendations for software that manages client engagement and implementation info with reporting features?

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Check out Catalyst. They've been crushing it in that space

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I’ll check them out - appreciate it

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Salesforce is a good place to start. Might be overkill for what You’re doing but it can certainly do that and more.

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Maybe check other top CRMs and see if they have extensions for implementation work

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Are you working in the CRE space? If so VTS is in a league of its own for LL’s, operators, and brokers

I am not, but thank you!

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