Welcome, Guest. Please Login or Register
The Premier site for Mac Video Tutorials
  News:
  HomeHelpSearchLoginRegister
 
Pages: 1
Send Topic Print
Database/CRM recommendations please (Read 31 times)
RicWillmot
SCO Viewer
*
Offline



Posts: 19
Brisbane Australia
Database/CRM recommendations please
Mar 10th, 2010, 6:50am
 
I would appreciate some guidance on what is a very effective but very easy to use database/client relationship management tool for Mac.

When I purchased my MacBook Pro in December 2007 (I had been a PC and ACT! user up until then) I was convinced by the salesman to buy FileMaker Pro. As far as I am concerned it is the most unfriendly, difficult to use, piece of software ever.

Points of note:

1. I am a computer dummy (which is why I have found a new lease on life becoming a Mac user) - heck I cannot even use the bullet-point function in this forum window.

2. I am a consultant, speaker and author. So keeping track of prospective business leads, proposals, sales, engagements, etc is handy.

3. Being able to do a geographic search of clients is helpful. For instance, I'm traveling to another city or country, finding prospects in that location so I can send them an email and tell them I am visiting in the hope of hooking up for a coffee and a chat.

4. Being able to record what books, CDs, DVDs, seminars, etc that clients have bought would also be wonderful. It's silly to promote a product to a person who has already bought it!

5. I use an iPhone, as well. So, if the program synced that would be a bonus but I suppose, not entirely necessary.

I'll stop now because everyone is probably getting bored.

Thank you very much for your help.
Rgds,
Ric
Back to top
 
 

Ric Willmot
The Global Consultant
Executive Wisdom Consulting Group
WWW ric_willmot   IP Logged
Mark Dalton
SCO Charter Member
*****
Offline

Quidquid latine
dictum. Altum
videtur.

Posts: 392
Hampshire, UK
Re: Database/CRM recommendations please
Reply #1 - Mar 10th, 2010, 11:55am
 
A product from FileMaker called Bento maybe what your looking for. Check out http://www.filemaker.co.uk/products/bento/
Back to top
 
 

Thanks & Regards
Mark Dalton

- Any idiot can face a crisis, it's the day to day living that wears you out.
WWW Mark Dalton markdalton mark@markdalton.co.uk   IP Logged
wastern
Global Moderator
*****
Offline



Posts: 2018

Re: Database/CRM recommendations please
Reply #2 - Mar 10th, 2010, 2:43pm
 
Bento would be a way to roll your own and it has iPhone sync, but if you aren't a huge tech person I'm guessing you'd want something that was already setup for your needs.

Give some of these links a look and see if they are what you had in mind

http://www.marketcircle.com/index.html
http://www.poweronsoftware.com/
Back to top
 
 


                 http://phormality.tumblr.com/

WWW   IP Logged
Pages: 1
Send Topic Print