DCMCYou manage a portfolio of client accounts and need a consistent way to track relationship health, follow-ups, pipeline activity, and internal handoffs. You want to choose the tools and workflows that help you stay organized without creating extra admin work for clients or internal partners.
What tools or technologies do you prefer for managing client accounts, and how would you decide when to use systems like Salesforce, Outlook, Excel, and Capital One reporting or servicing tools versus lighter-weight trackers?
