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

Jason Miranda jason.miranda at gmail.com
Thu Jul 21 08:34:25 EDT 2016


Hi Jill,

If you're open to a web app, I like Highrise (https://highrisehq.com). There's a no-time-limit free option (which I use right now) so you can try it out (https://hello.highrisehq.com/signup/free/new). 

Highrise used to be part of the suite of apps that was created by the developer of the project management tool Basecamp, but was sold to a new developer when they decided to focus exclusively on Basecamp. The new developer has been very actively maintaining the app and adding new features to the app.

 Jason


> On 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!
> -- Jill’s voice graces the MEDIA CAMPAIGNS, web sites, emerging media, tutorials, animations, documentaries, e-Learning, e-Training, kids projects, video gaming and Music projects of some of the most notable companies and Foundations in the country! Find out more at:  jillconnolly.com
> 
> CONNECT WITH ME! linkedin.com/in/jillconnolly
> 
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