Does anyone have any suggestions for now...2012? I've searched around on Google but not getting very good results. I'm hoping for open source if there is a good one out there.
thanks.
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Systems:
MBP 2.66 Ghz Intel Core 2 Duo, OS Snow Leopard, FCS
G5 dual 2.0 Ghz, OS Tiger, FCS (contemplating the closet )
G4 dual 500 hz, OS Panther, FCE2 (sitting in closet )
(and IBM laptop...but don't tell) (dead screen )
I've developed, implemented and worked with CRM software (as a consultant and as an end user) since 1995 and Daylite is one of the best CRM I've used and recommended to my clients.
And something really BIG is coming soon for Daylite!
Full disclosure, this software was originally developed by my youngest son Owen and with further development help with some excellent programmers who are still actively supporting it.
You need to determine what your requirements are. Simply saying "a contact management system" is too vague. I've been working with small business owners for a number of years and I've seen so many different views of what a contact management system is. For some, it is not much more than a glorified address book. For others, it is an intricate system that encompasses all of their business data. Sometimes they have a specific mental picture of what they want and they may or may not be able to express what that picture looks like.
If you have difficulty figuring out what your requirements are, find someone to work with that can assist you. There is a reason why we turn to a Graphic Designer to crate logos for our business, why we turn to an Accountant for advice on our business finances, and why we deal with a Lawyer for legal advice.
You need to determine what your requirements are. Simply saying "a contact management system" is too vague. I've been working with small business owners for a number of years and I've seen so many different views of what a contact management system is. For some, it is not much more than a glorified address book. For others, it is an intricate system that encompasses all of their business data. Sometimes they have a specific mental picture of what they want and they may or may not be able to express what that picture looks like.
If you have difficulty figuring out what your requirements are, find someone to work with that can assist you. There is a reason why we turn to a Graphic Designer to crate logos for our business, why we turn to an Accountant for advice on our business finances, and why we deal with a Lawyer for legal advice.
Nice article and thanks.
But... often when asking such advice from many Accountants or Lawyers etc., many don't even use Macs and most of any of their their advice is useless to most Mac users, and the user then often ends up finding they've actually been billed for even asking for any such useless Mac advice or help that they provided.
So I guess that they at least have their 'contact management system" up to date and working well, at least for any client question billing.
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