• If you are new to these Forums, please take a moment to register using the fields above.


No announcement yet.

A simple CRM/contact management solution?

  • Filter
  • Time
  • Show
Clear All
new posts

  • A simple CRM/contact management solution?

    I need something really simple... More of like knowing my contact history with a particular person (friend, business partner, customer, etc.).

  • #2
    Originally posted by Test_John View Post
    I need something really simple...
    I use a Palm Treo as my phone and address manager and put in relevant details in the notes field attached to the name and phone number.


    • #3
      I live and die by, which has a $99/year option. It can be as complicated and custom as you want, but it also works really well without any customizations right from the start. What's nice is if you do find you need a particular custom field or report (say, people's Twitter handles, with another field that automatically makes a link to click and go to their profile), it takes two minutes to setup. I prefer this over less-customizable solutions that force me to work within their framework.

      I have also heard good things about BatchBook ( but haven't tried it myself. It's said to be a simpler contact-management solution but still customizable.


      • #4
        Thanks! I'll check these two out...


        • #5
          I just use a spreadsheet. Works for me....