CRM: Client Data Management at Scale is part of AI Sales Manager: Automate Client Conversations in Messengers. Unlock this lesson and the full Academy catalog.
Already paid? Open Dashboard and your access will apply automatically.
CRM: Client Data Management at Scale When you have 10 clients, markdown files in /clients/ work great. When you have 100+, you need a proper CRM — a system that stores, searches, filters, and reports on client data efficiently. Building a Lightweight CRM with Claude Code You don't need Salesforce. …