CRM software isn't always easy to navigate, and a slip up can have serious consequences for someone's business, but Pickle CRM is explicitly designed to make it easier for teams and individuals to manage their communications with clients. The tool gives users a high-level view of each client, highlighting the most salient information while also putting everything relevant just a few clicks away.
One of the most common mistakes to make with CRM is to reach out to the same client or prospect with a redundancy. Accidentally doubling communications with a client is almost as damaging as not reaching them at all. Pickle CRM makes it easy for any team member to see precisely what communication a given client has received.