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.
Great Question. Here are a few suggestions.
1) Address book.
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.
I use ACT as a stand alone since I am the only user.
For my automated email and auto-responder systems, I use Ontraport and Aweber.
Others that I have used in the past include Goldmine, SalesForce and SugarCRM.
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.
nimble CRM - reasonable - good support - evolving - social oriented - api with various connected tools - easy to learn / good u-i etc. hope this helps.
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! :)
the best CRM software with different modules according to size of customer or client base needs is Salesforce.com
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.
We use Kentico and have been very pleased with it for our own site and our clients. There are multiple licences to cater to different needs and functionality. Would recommend looking into it.
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
I've used proprietary "home built" systems provided in larger companies and also Sales Force and ACT. If you need to distribute the information and make it available to a team, then Sales Force works well. If I was doing it for myself to stay organized, I'd probably go with ACT. It's easy to learn and use, and has letter and email templates built. I'm not familiar with Nimble CRM. Also check out www.softwareadvice.com/crm
You say NOT like a CRM...
What exactly do you need this "software" to do?
I ask as I used to be with Sales Force, but for the investment I just didn't see the benefits.
We just decided to try out Bitrix24 (I know its a stupid name, I didn't choose it ) and so far it's going well.
I have 3 companies, all very different, and all fit very well into their CRM.
Open ERP has choices that might fit your needs. CRM is one component. Also, SharePoint has free version that might suite your needs.
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.
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.
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.
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