I'm in the market for an app that resembles a late 80s version of Act or Goldmine. Today's CRM software is just way too much for what I need. I don't use 98% of what they do.
All I want to do is have a list of contacts, history, and a calendar, really.
I want to manually record history "I talked to so and so today and we talked about..." and have it tagged to the person I talked to.
I want to schedule follow-up actions and get alerts to complete them.
I want to tag whether or not they are a prospect or a client. Maybe a place to include a lead source.
That's about it. I'm using Zoho CRM now because it's free, but it's overkill too. Forces me to open "accounts" when I covert a "lead" to a "contact", blah, blah, blah. Drives me nuts.
Anything out there that I should consider?
Thanks.
All I want to do is have a list of contacts, history, and a calendar, really.
I want to manually record history "I talked to so and so today and we talked about..." and have it tagged to the person I talked to.
I want to schedule follow-up actions and get alerts to complete them.
I want to tag whether or not they are a prospect or a client. Maybe a place to include a lead source.
That's about it. I'm using Zoho CRM now because it's free, but it's overkill too. Forces me to open "accounts" when I covert a "lead" to a "contact", blah, blah, blah. Drives me nuts.
Anything out there that I should consider?
Thanks.