Creating a Very Basic CRM

Brian McEathron

Hi,

I have the need to create a very basic tool for tracking the interactions between 12 internal employees and 80 external doctors who we work with. This seems like a mini-CRM (Customer Relations Management) tool, but is far more basic as it doesn't worry about sales and such, so many of the sales facing CRM's are way overkill. I just want to track each of the 80 doctors contact information and then an associated interaction diary when anyone has a meeting with one of these doctors (there could be several meetings with any given doctor over time).

I've attached a an outline of what I'm seeking to this message.

I would appreciate any advice you have to create this!

CRM outline Jan 2020 rev 2.pptx

Andrée Starå

Hi Brian,

There are a few ways to structure a solution, but the critical part is security and confidentiality.

I'd happily schedule a free Discovery Call to discuss what would work best for your use-case.

How does that sound?

Please e-mail me at andree@workbold.com and well take it from there.

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD