Does anyone have a good way of managing customer profiles? Working in logistics I speak with a lot of different customers, carriers, warehouses, brokers, etc and I am looking for a way to organize the notes I have for each one that I can filter through. My company most likely won’t purchase new software but we do have basic Microsoft programs. TIA !

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Have you used Excel or Google Spreadsheets for this? You can include basically all the information you need, use the different functions to streamline some processes, and you can also add filters so you can sort the information however you like.

A good way to manage customer profiles is by using a customer relationship management (CRM) system. A CRM system can help you track customer data and interactions, and can make it easier to manage customer profiles.

There are many great customer profile management tools available, and one of the best is HubSpot's free CRM. It allows you to track customer interactions, including emails, phone calls, and notes, and it makes it easy to keep your customer data organized and accessible.

Yes, I use CRM in my field too. Really helpful.

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