Does anyone have any experience of commissioning, developing or running a CRM or case notes system? (Ideally in a case notes capacity rather than a CRM for tracking business leads)
We’re running a Design Sprint to devise a new one for a social impact project/client, and want to hear from some people with experience of these kind of tools and projects. It can be in any capacity (e.g. end user, project manager, designer/developer… anything really).
If you’ve got anything to say about ways forward/mistakes to avoid or how to make a good system, your input would be hugely appreciated!
(It’s on this Thursday morning and there’s a renumeration too )
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