We’re looking to replace Sage Act which is our current crm used for cold calling leads
We already have a crm which we use for customers once we’ve converted a lead into a prospect/customer and are ready to quote, it’s the stage before this
We want the caller to be able to quickly call and update a lead, then click next for the next caller
The information we want to record are a few custom fields, contact name, email address, and a note about what was discussed
From what I can see, this seems a very time consuming way using suitecrm, which involves clicking into the customer, clicking edit to update the fields, then clicking call to add the call and notes, clicking save then next.
Is there an easier way to do it? Or is there a module we could use which would help? Or is suitecrm the wrong crm for us?