Storing Client Logins
Storing Client Logins
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- e-wo
How do you keep all your client login info organized?
I've been keeping a semi-clean list in GDocs / Dropbox Paper up until now, but starting to reach a length where a more rolodex style would be convenient.
- slappy0
We keep them in our CRM.
- e-wo0
I'm leaving freelance to join a team, and no longer need a CRM. Any super basic, free CRMs out there you'd recommend? Highrise?
- monoboy0
Highrise is great but limited to 200 instances. You could try Insightly. I used it to import a massive contacts spreadsheet. Works OK but you need a few hours of spring cleaning.