Daily Log App

Discussion in 'iOS Apps' started by DirtGlue, Apr 9, 2018.

  1. DirtGlue macrumors newbie

    DirtGlue

    Joined:
    Apr 9, 2018
    #1
    I'm a sales rep for a Civil Construction Supplier. I need an app to keep a log of my
    daily email an phone conversations with clients. Something with time, date and subject
    of conversation. Sometimes I need to look back on the subject matter of a previous conversation or email.
    Any help would be appreciated.
     
  2. Shadow Jolteon macrumors regular

    Shadow Jolteon

    Joined:
    Feb 1, 2018
    Location:
    United States
    #2
    It sounds like a customer relationship manager (CRM) would be what you're looking for.

    A company I worked with for a couple years utilized Daylite as a CRM and seemed pretty happy with it. Microsoft Dynamics CRM 365 is also a decent web-based solution, though it can be a bit confusing for some users at first. There are a lot of different CRM solutions out there, as well.
     
  3. DirtGlue thread starter macrumors newbie

    DirtGlue

    Joined:
    Apr 9, 2018
    #3
    Thanks Shadow, our company already uses a salesforce program (CRM). I'm looking for a lighter version CRM for my personal use, out of corporate hands until my leads become actual clients. An app for ipad or iphone would be perfect.
    I'm on the road a lot, so a cloud-based one would work also.
     
  4. mikzn macrumors 6502a

    mikzn

    Joined:
    Sep 2, 2013
    Location:
    Vancouver
    #4
    I use outlook to keep all my emails (searchable) for the past 10 years and outlook contacts for notes and contact info - the outlook categories are useful to sort different types of customers and contacts. also keep a iCloud Drive folder with a sub folder for each client for any special archive items like quotes and documents, notes etc.

    works for me
     
  5. Implic-IT macrumors newbie

    Joined:
    Aug 1, 2018
    Location:
    London
    #5
    Have you considered Daylite further because it really is an excellent CRM. There is nothing else out there that is so tightly integrated in the Mac OS/iOS environment. It has a link to Apple Mail, CalDAV and CardDAV, dedicated app for iPhone and iPad. Daylite cloud is brilliant because your data is stored locally and in the cloud so you do not need an internet connection to use Daylite. Worth another look if you want something light and easy tov use, yet still very capable.
     

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