I'm looking for a new crm/case management platform. I work for a small business and we are starting a new project. I need to track prospect clients who eventually enroll in our program. Then need to track activity we do with enrolled clients and eventually report out to stakeholders with custom views. Do you mind sharing any recommendations? Salesforce sounds too robust for our needs.

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For your small business's CRM and case management needs, consider exploring agile platforms like Zoho CRM or HubSpot. They offer customizable features to track prospects, manage enrolled clients, and generate tailored reports for stakeholders.

Insightly is a CRM platform designed for small businesses. It offers features like contact and lead management, project management, and workflow automation. It also integrates with popular business tools like G Suite, Outlook, and MailChimp.

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