We're faced with a situation right now where we have to manage a number of clients/customers. We're working with them on projects of varying complexity and need to track what we've discussed with them, what the next steps are, etc. My understanding (I'm a newbie at this!) is that this could be accomplished with a CRM system.
I'd love to be able to install something that is web-based and easy to use and that we could use to share this information across our small office (3-4 people). I've looked at SugarCRM and while I like this I do tihnk it probably offers a lot more than we would need. I was hoping that the 37Signals would get their new CRM product out but it appears that it's still a few months out.
Does anyone have any suggestions here? I almost think we could just use Outlook for this but I do want to be able to share information and have something that's a little more customized for what we're looking for.