Government and community based sites need to provide information to both the public as well as privately between employees, board members, and the community.
Many businesses will use QuickBooks or another accounting package to keep track of their customers. Others use Post-It Notes, Excel files, pads of paper, or individual email clients to keep track of their customers. There is a better way, and that is a CRM or Customer Relationship Management system. A CRM system will allow you to: