[Hidden-tech] Recommendations for client tracking templates, please

Sheldon Snodgrass sheldon at steadysales.com
Thu Jul 21 08:13:21 EDT 2016


Hi Jill,

I've been happy with Insightly.

Sheldon

www.SteadySales.com

On Wed, Jul 20, 2016 at 12:13 PM, Jill Connolly <jillvox at jillconnolly.com>
wrote:

> Hello HT friends,
>
> I recently heard about a system for easily tracking client contact,
> communications, follow ups, notes, etc.
>
> I’d like to get your recommendations for a user friendly, intuitive
> tracking system that runs beautifully on the Mac.
>
> I’m all ears! Please contact me.
>
>   Thanks!
>
>  Jill Connolly
> 617.921.JILL (-5455)
>
> *HELPING YOUR ORGANIZATION BE HEARD!*
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>
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>
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