For my business, I currently use Microsoft Word to keep up with my sales calls. I have a separate .doc file for each customer, and use Office Notifications to give me a pop-up reminder when I need to follow-up with a customer.
This system has worked great for years, but as my contact list grows it is becoming increasingly clunky. Spotlight is also having a hard time finding files (I have no idea why), so I have to look manually in Finder.
I would love to buy an iPad and have a system that syncs with the cloud where I could use either my MacBook, iPhone, or iPad to access, search, and edit these contacts, along with a way to set reminders/notifications to follow up. But I can't find ANY app that does this. Bento, Filemaker, and Salesforce all have HORRIBLE reviews, and don't do what I've outlined.
Any ideas? I even thought of using Google Docs, but there is no reminder system/tie to Google Calendar.
This system has worked great for years, but as my contact list grows it is becoming increasingly clunky. Spotlight is also having a hard time finding files (I have no idea why), so I have to look manually in Finder.
I would love to buy an iPad and have a system that syncs with the cloud where I could use either my MacBook, iPhone, or iPad to access, search, and edit these contacts, along with a way to set reminders/notifications to follow up. But I can't find ANY app that does this. Bento, Filemaker, and Salesforce all have HORRIBLE reviews, and don't do what I've outlined.
Any ideas? I even thought of using Google Docs, but there is no reminder system/tie to Google Calendar.