I'm looking for a CRM to track all my existing customers and maybe figure out how to sell them more stuff. Right now I call one or two residential customers a day at random and say "hey, maybe you want a Ring or a Z-Wave lock for your front door or whatever" and it's going pretty good. But I want to try and do it in like a more methodical way.
My oldest who is real good at computers is telling me I should have all the customers on the computer so I can see what kinds of things customers buy, and what kind of customers buy what kind of things. So I can predict in advance what kind of thing they're more likely to buy, so I only talk about those things. He says the kind of software I need is called a CRM but he doesn't know which one I should get.
I'm almost finished putting all my customers into an Excel. The older ones are on paper still but I have my wife entering them into the Excel now, she's got two or three more boxes of contracts to go through I think. We went in order because that's how the boxes were stacked.
I tried looking into the different ones but it's making my head spin. So what do you guys use? It should be easy to learn, I'm pretty good with computers but I'm not like some kind of scientist.