If you like using online tools to better get to know your customers, Noteleaf is another tool that can help.
Here’s some of the explanation from their website:
You schedule meetings in Google Calendar, Noteleaf gives you information about who you’re meeting on your phone. Noteleaf sends you a text message right before your meeting with a link to a mobile profile that gives you all the information you need to be prepared. It’s like having an assistant brief you before each meeting.
Read about more CRM tools in Tools to get to know your customers.
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Becky started Small Biz Survival in 2006 to share rural business and community building stories and ideas with other small town business people. She and her husband have a small cattle ranch and are lifelong entrepreneurs. Becky is an international speaker on small business and rural topics.