I am unsure if I am in search of a CRM or for another sort of database. Primarily, my enterprise should maintain monitor of a number of tasks per consumer. Particularly, we’d like to have the ability to maintain a compliance database. What I need to have the ability to do is filter the tasks by expiration or deadline, however a consumer could have one challenge that expires this month and one other challenge that expires in three months. I want to have the ability to maintain monitor of these. For instance, one consumer could have to renew its enterprise license by the tip of the month, after which it additionally must be alerted once more to resume its LLC registration when it expires in three months, and its trademark registration in 9 months.
Most apps I’ve seen are actually arrange for one challenge per consumer. The closest I’ve come to fixing this drawback is monday.com which permits for subitems. So I can maintain all the contact data as an “merchandise” and make subitems for every challenge I have to maintain monitor of.
HOWEVER, the issue is that subitems are in beta with monday.com and there is not any good approach to filter and examine by subitem.
I want to not duplicate consumer data, however I really feel prefer it’s the one means to do that.
Any concepts?
