What contact management application are you using?
I would like to get some advice on contact management software people like using. I am looking for a simple system, nothing fancy. Nothing like a CRM system.
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May 13, 2014
Bill I am with a few people here, you aren't looking for "nothing like a CRM system" yet a CRM is a contact management software. If I am reading between the lines well, I am guessing you are looking for an address book. Something simple and easy is Business Contact Manager inside Microsoft Outlook. It keeps all of your notes and links your emails.
I have also used ACT origianl and modified and currently moving to SalesForce.
Apr 25, 2014
Hi Bill. Well, you opened up the usual can of worms here, didnt you! Probably the most common question I am ever asked is "which CRM is best". Now I know you asked for contact manager rather than CRM, but my response would have to be the same... there are THOUSANDS of options out there (as evidenced by the various replies here) and the one that is right for you is... well, the one that is right for you!
Its essential before making any kind of investment into this type of software (of time or money) you establish what it is you want the system to do, both now and in the future when your business grows. Where does it fit into your overall process? What other systems are you using that it needs to integrate with? (Nothing more frustrating or time consuming than juggling several different sources of data - always aim for a single point of truth!)
Now I realise that's not a terribly helpful and raises more questions than it answers, but I hope it makes you stop and take stock of the question behind your question.
Happy to help further once you get clear on what you actually are trying to achieve!
Apr 24, 2014
Very happy with Really Simple System. Free for up to 200 contacts if I remember well
Apr 24, 2014
You can take a look at Comidor (https://www.comidor.com). I've been using it for the past three years, mainly for the same reason with you, to manage my contacts and accounts. I can easily create email campaigns and find with a simple search the person I am looking for. Comidor comes along with other business tools such as Project management, Finance, task management, DMS and an embedded mail client. There is also a tutorial video to watch http://youtu.be/EZLI42US0Qo
Apr 20, 2014
Hi Bill -
If you're looking for a dead-simple CRM that's easy to use, easy to learn and inexpensive, I recommend Less Annoying CRM (http://LessAnnoyingCRM.com).
Only $10 per user per month. Very flexible. Excellent support.
Best, Frank
Apr 19, 2014
Bill,
I've worked every aspect of CRM for more than 20 years and it really depends on your sales process and requirements. I've had a lot of success with Zoho CRM and it integrated directly with the PM system. So depending on what your business you might check it out. It's completely configurable as well so you can do a lot with it. I hope this helps - Dino
Apr 19, 2014
Could Not understand what is the purpose? but you use , out look, you have to fill all spaces
Apr 19, 2014
We are using Asana as a lightweight CRM. It works completely different since it was written as a task manager. Therefore the way you use it centers around tasks, assigning them to people and it keeps the meta data for the task simply in a flat text field - no need to maintain structured data.
The only challenge with this is integrating with other applications - extracting data is harder because the data tends to be unstructured (both the blessing and the curse). But this helped us making it very easy for everybody to use Asana.