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I am mortgage loan officer and currently use Outlook BCM for my database. I want to be able to customize the database to include catagories such as mortgage amount, home value, interest rate etc, and be able to sort my contacts based on this data. If this can't be done, I would like assistance in helping me find a CRM that would fit my needs. I am only putting Sugar and SalesForce skills down as they seem to be the CRM programs that I would purchase if I can't get BCM to work the way I want them to. I would prefer to spend the money on you helping me use BCM rather than purchasing an additional CRM system.
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