This task can be performed using Twenty CRM
Traditional CRMs are expensive, closed-source, and inflexible for modern business needs.
Best product for this task

Twenty CRM
tech
Twenty provides an open-source, customizable CRM platform that gives companies full control over their customer data and workflows.

What to expect from an ideal product
- Build personalized data pipelines by dragging and dropping modules in Twenty's visual workflow editor
- Create custom fields and tags to track specific customer information that matters to your business
- Set up automated actions based on customer behavior or data changes to keep records up to date
- Connect Twenty with your existing tools through APIs to sync customer data across platforms
- Design step-by-step processes for your team to follow when handling customer interactions and updates