any good client management/tracking software?

Discussion in 'Mac Apps and Mac App Store' started by slipper, Mar 28, 2005.

  1. slipper macrumors 68000

    slipper

    Joined:
    Nov 19, 2003
    #1
    anyone here know of a good client management and tracking software? i need to be able catagorize by clients, prospective clients, cold or hot leads... etc.

    ive looked at MYOB and Quickbooks but i need something more geared towards salespersons.
     
  2. tjwett macrumors 68000

    tjwett

    Joined:
    May 6, 2002
    Location:
    Brooklyn, NYC
    #2
    You need to checkout DayLite, it sounds perfect for what you need. Great app, great developer with great customer service. It is a super powerful CRM (Customer Relationship Management) app with a very easy to use interface. You'd be sorry not to give it a shot.

    http://www.marketcircle.com/daylite/index.html
     
  3. YS2003 macrumors 68020

    YS2003

    Joined:
    Dec 24, 2004
    Location:
    Finally I have arrived.....
    #3
    I am in constant search to make my sales/marketing job responsibilities as productive and efficient as possible. I have not yet found the software which help me to manage my sales prospects, gaining accounts, and maintaining accounts.
    I am torn between Mac and Windows platform. For Windows, I can go with ACT!. But, I I stay with Mac for this purpose, Daylite is the main app in this field. There are many mixed reviews on Daylite by the actual users. Once I make a choice, I would like to stick with it. As an example, MS's Money is a good app to manage my finance (while I hear so many negative pots on Quicken's Mac version). I want to use Mac apps as much as possible. But if there is no good one around, I would have to look at the other side.
     
  4. YS2003 macrumors 68020

    YS2003

    Joined:
    Dec 24, 2004
    Location:
    Finally I have arrived.....
    #4
    If you are using Daylite, can you comment your review of that program? There are a few other options, Act! and Goldmine (about which, I heard terrible reviews because of the difficulty to use that app).
     
  5. D0ct0rteeth macrumors 65816

    D0ct0rteeth

    Joined:
    Mar 11, 2002
    Location:
    Franklin, TN
    #5
    prob not exactly what you are looking for, but I use basecamp and activecollab.
     
  6. earlmike3 macrumors newbie

    Joined:
    Jul 1, 2013
    #6
    ServiceProz.net is a leading web based solution that will give your growing business a competitive edge.

    Our software will let you customize your services and programs. It will allow you to schedule your appointments daily, weekly or monthly.

    We provide a complete solution for the customer tracking.
     

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