Re: AUGD: Looking for a Mac CRM
Re: AUGD: Looking for a Mac CRM
- Subject: Re: AUGD: Looking for a Mac CRM
- From: Chris Hart <email@hidden>
- Date: Fri, 03 Apr 2009 07:10:32 -0400
- Thread-topic: AUGD: Looking for a Mac CRM
I would look at SohoNotes and/or SohoOrganizer from Chronos
http://www.chronosnet.com/Products/sohonotes.html
-Chris
>> 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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