I am looking for someone that can take my contacts and place them into a CRM (Customer Relations Management) system in order for me to maximize and organize my client sales pipeline. My clients are surgeons and I need a highly organized and functional system that will tell me when i need to follow up with our patient referral sources. THIS IS NOT MY STRENGTH which is why i am looking for someone that can assist in selecting a great system and developing it into something that works for my business. I just purchased Neat Desk and would prefer to input contacts using their software. However, i want to discuss the best options and choose accordingly.