Recent content by brayjjc
-
B
Using CRM systems as case management systems?
Hi - first time poster. We are using Capsule CRM as a sales tool (using the Opportunities function), and it also functions as our primary case management system. But I think we may have outgrown it. We are not a law firm, but offer a quasi-legal professional service for B2B customers. So every...- brayjjc
- Thread
- Replies: 3
- Forum: IT & Internet