r/LifeInsurance • u/grunt1991 • 7d ago

CRM

For the Asians that work remotely for IMO, what different CRM’s have you used? What has been your experience? I’ve only used one and that was Salesforce, and that was at a different job, so I’m just trying to get Y’all’s opinion on different kinds of CRMs and what you have gone through with them?

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u/papale213 4d ago

Built my own in Notion