Re: AUGD: Looking for a Mac CRM
Re: AUGD: Looking for a Mac CRM
- Subject: Re: AUGD: Looking for a Mac CRM
- From: Bill Kline <email@hidden>
- Date: Thu, 02 Apr 2009 22:23:52 -0400
Lorene,
I was just looking at the free Starting Point template from FileMaker,
for showcasing new capabilities of FMP10, I wouldn't be at all
surprised if it would do what you want. You might try downloading it,
and getting the demo of FilemakerPro 10 to try it out. Seems like
they've made strides toward making it work on iPhone, too. A program
was on iTunes a while back, I think it is still there and less
expensive now. but don't remember what it is called. I think it would
do what you want.
Bill Kline
MacFanatic
GreenvilleMUG Apple Ambassador
Greer, SC
Doing my best to save folks from MicroSerfdom
Authorized Apple Business Affiliate
http://www.macfanatic.biz
http://www.youtube.com/bushyfacebill
On Apr 2, 2009, at 8:26 PM, Lorene Romero wrote:
Hello list of many fine resourceful people,
Here is what I am looking for and hope one of you might have a
recommendation.
I am looking for some form of CRM (Client Relationship Management)
for the Mac and iPhone. I have several projects coming up and would
like to have an organizational program to help me manage them
separately.
1) import contact information from Entourage or Address, book rather
then manually typing things in
2) To do list. Something attached to these people so I can put in
dates to follow up and notes
3) Would love (I hear some of you snickering now) for it to work on
Web, Mac and iPhone (like of how Evernotes does)
So would these things be possible (or some of them) in FileMaker
Pro? Bento? Daylite was recommended but this is only for me not a
team of
people and I hear DL has a really steep learning curve. Something
else?
Thanks so much. This is not for NCMUG (we use FMP for membership by
our
secretary). This is for my business and event planning -Lorene
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