Reply To: CRM Options for BC

  • Steven Chinsky MVP

    Moderator
    March 10, 2025 at 5:47 pm
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    @Ryan Boyce – BC CRM (Marketing and Relationship Management) is a great starting point for ‘old school’ beginners. It provides the following features:

    1. Salespeople/Teams

    2. Tasks/To-Do’s

    3. Opportunities

    4. Contacts

    5. Campaigns

    6. Questionnaires

    Consider going into a Sandbox and trying it out. If you need more direction or want a demo, feel free to reach out.

    Thanks,

    Steve

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