[Hidden-tech] Contact management systems

[Joseph Steig]

A few suggestions, none of which directly hit the mark I'm afraid.

1. GoldMine is an old standard "CRM" or contact relationship management
product. Syncs with Outlook very well. Does NOT work with Vista, far as I
can tell, in the stand-alone version that they have out right now. The
corporate edition works with Vista but there's a 5 user minimum. A post from
my blog on this:

http://12full.blogspot.com/2007/01/goldmine-and-outlook-2007.html

2. If you switch to a Mac there's a wonderful CRM called Daylite by
www.marketcircle.com.

3. You might try using Gmail. It will nicely link all your e-mails to
contacts, though the contact system itself is pretty basic. If you're a fan
of GTD (Getting Things Done) then there's a neat GTD system for Gmail that's
free. http://www.gtdgmail.com/

4. Finally, 37Signals is threatening to launch their new online CRM.
Information is here:

http://12full.blogspot.com/2007/02/new-crm-from-37signals.html

Joseph

On 2/26/07, Susanna Opper <susanna at shawenon.com > wrote:
>
>   ** The author of this post was a Good Dobee.
>   ** You too can help the group
>   ** Fill out the survey/skills inventory in the member's area.
>   ** If you did, we all thank you.
>
>
>
>  I need to update my contact management system when I get my new computer
> (soon).  I use Outlook for e-mail and a wonderful 1993 (that's NOT a typo)
> program (Instant Recall-IR) that still runs under XP even though it's DOS.
> But it's time to move into this century.
>
>
>
> I am eager to hear from users and tech experts on this one.
>
>
>
> I need
>
>    - Basic contact information connected to "to do's" and contact
>    records, all of which is easily searchable
>    - It might be nice to have emails all connected to individual
>    contacts, but this isn't a requirement, but using one system instead of two
>    is highly desirable
>    - It would be nice to be able to click on a contact and bring up an
>    email form
>    - I have a CardScan and need to be able to enter data in the new
>    system using it
>
>
>
> Transferring data from IR to the new system has all the markings of a
> potential nightmare.  If IR will run on Vista (an unknown at this point),
> I might just transfer records from IR on an as-needed basis.  (Much of the
> data is important for historical purposes, but not relevant any more.)  But
> if it won't run under Vista, I'm not sure what I will do.
>
>
>
> So your thoughts please.  Especially names of contact management systems
> you know and love.
>
>
>
> Thanks,
>
> --Susanna
>
>
> *-------------------------------------*
>
> *Susanna Opper*
>
> Shawenon Communications
>
> *Our distinction is communicating your distinction*
>
> 413-528-6494
>
> susanna at shawenon.com
>
> www.shawenon.com
>
>
>
>
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