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For getting started, I'd use OneNote and Outlook. OneNote can store all your notes, PDFs, and any computer files. This would probably work well for your first 100 or so clients. You can set it up with monthly tabs and a single page for each prospect or client.
The other CRMs I'm looking at are Advisors Assistant and PracticeBuilder. I haven't pulled the trigger on either one yet, but I'd probably lean more towards Advisors Assistant.
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thanks for the feedback.. any other alternatives?
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those crm's that you posted are a little more old school
I'm looking for something like Pipedrive .. but with insurance agents in mind