I am a new sales rep who is searching for a software package that can do the following:
allow me to enter my database of customers
schedule appointments with reminders
input notes after appointment is done
schedule follow ups to that initial appointment
send emails to the customer from this software
print activity reports
track important information on each customer...
Any suggestions?
I have looked at the trial of Daylite, it seems decent...
I am used to Business Contact Manager with Windows, but want to go MAC...
Any help would be much appreciated!
allow me to enter my database of customers
schedule appointments with reminders
input notes after appointment is done
schedule follow ups to that initial appointment
send emails to the customer from this software
print activity reports
track important information on each customer...
Any suggestions?
I have looked at the trial of Daylite, it seems decent...
I am used to Business Contact Manager with Windows, but want to go MAC...
Any help would be much appreciated!