Name of consultant: Nisha Mendelsohn

Comments: ClickUp offers the most flexibility in terms of integrating my CRM database with my daily task list. Even the free version offers a ton of features that are sufficient for basic CRM and task management. I can quickly switch views to focus on business development items, active client tasks and frankly even personal tasks — all in one place.  ClickUp allows you to type comments into the task assigned to the CRM so all of my notes are easily in one place. I am sure to date them when I reach out by email, after we have phone conversations, etc. Mostly it’s just a reminder system that I should check in with prospects and old clients from time to time to stay on their radar. It also allows me to stay organized so I can personalize emails and conversations since I’m able to take detailed notes in the task itself.