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.
Apr 19, 2014
Hi Bill,
Great Question. Here are a few suggestions.
1) Address book.
2) Outlook.
3) Excel.
4) Access or one note.
5) ACE Contact Manager
I have used all of the above.
It all depends on what it is you want to how and how you interact.
What you want to store etc.
Ace has been around for 40+ years, it's very stable, simple and provides high level tech support. So it will grow with you.
Every thing is standard, no add inns and extra costs.
They work closely with you so that you can set it up they way you want it to be.
The total cost including the first year tech support is under $150.00
They also have a free full version 14 day period.
Check it out on "goace"com.
Hope it helps you.
Apr 18, 2014
I have been using capsule CRM for my own business the last 12 months and would highly recommend this to others. Its cloud based and simple to setup and its API link you quickly to some leading off the shelf finance packages. I have recommended this package to some of my clients and enjoy using this capability
Apr 18, 2014
For simple contact management with the ability to upgrade to a system that includes automated marketing I recommend Big Contacts. It is cloud based and easy to use. I have used ACT, GoldMine, ZoHo, Infusionsoft and I'm familiar with a number of others because I consult in this area. Recently, the CTO of a company that was developing a cloud based Contact Management system that ran out of money asked my advice for a system for his new business that could be easily upgraded and integrated. He was impressed with the simplicity in an integrated system that Big Contacts plus their automated marketing add-on provide for a very reasonable price. (under $30 a month). This is a value.
Apr 18, 2014
the best CRM software with different modules according to size of customer or client base needs is Salesforce.com
Apr 18, 2014
Hi Bill. Our CRM system for fleetbizsuite.com in integrated with our website. Anyone that 'Opt's In' through our system is double verified so we are more than compliant with spam rules. Within the backend of our website, we can set up landing pages and email campaigns to specific lists.
Most business owners end up with at least 5 different services to run their internet marketing, there is a better way! :)
Apr 18, 2014
Something simple, nothing fancy? Consider Linkedin.
Without knowing your actual needs... any more advice would be pointless hot air.
Give us a little more context as to what your needs are Bill... we can give you much more specific advice. cheers.
Apr 18, 2014
I used many from Act, Goldmine/Frontrange and SalesForce.com, That said, and only if you are using an Apple, Mac product. Hands down the only on to use is Daylite from MarketCircle. And it synchs with the iPhone and iPad and is extremely intuitive and powerful.
Good luck
Jim Martin
Apr 18, 2014
If you are using QuickBooks for your bookkeeping, I recommend Method CRM. It is as simple as you want it to be but very flexible to accommodate your growth, and it eliminates duplicate input by integrating bi-directionally with QuickBooks, Gmail and outlook. There's a 30 day free trial and great support. I use it myself. And I'm a certified Method consultant, so contact me if you have any questions.