{ "media_type": "text", "post_content": "Looking to create a tool we can use for stakeholder relationship tracking. We want to be able to hear a clients name, look them up in the tool, see info about their role and department, and see which of our consultants have worked with them before and on what projects. Trying to think of an easy to use, interactive tool beyond something like excel. What’s something you’ve used for this before? Don’t think we’ll be going as far as purchasing a license for a CRM software", "post_id": "6148ccf9f76e4d0022cf1032", "reply_count": 10, "vote_count": 1, "bowl_id": "552d1d24dc1c586b09d2d051", "bowl_name": "Consulting" }

Looking to create a tool we can use for stakeholder relationship tracking. We want to be able to hear a clients name, look them up in the tool, see info about their role and department, and see which of our consultants have worked with them before and on what projects. Trying to think of an easy to use, interactive tool beyond something like excel. What’s something you’ve used for this before? Don’t think we’ll be going as far as purchasing a license for a CRM software

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Yea this is CRM software though lol. Salesforce. Otherwise use some kind of smartsheet software

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Yea lol it is 😅 Small company so limited budget. I’ll look into smart sheets and see what I can find

Design a webpage, mobile compatible. Full open source.

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Okay I’ll look into these. Thank you!

Yeah you just described CRM software so you went that far. Just create a sql database if you want it simple

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My client lead basically said that’s what he wants but he doesn’t think we’ll be purchasing that

I would imagine CRM software has affordable options for small businesses so they can grow with you. Companies competing for market share vs. Salesforce.

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What about ms access? Would normally not recommend this but 🤷‍♀️

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