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

[Lyle Phipps]

I like Streak CRM because I use Google for Business and Streak is built
into Gmail and integrates Google tasks. Highly customizeable process
pipelines with comment (notes) feeds for notes, docs, and communication
with staff.
ᐧ

Lyle Phipps, CPA

Prepared.

413.345.6767 p

413.579.8665 f

www.preparedaccounting.com

www.linkedin.com/in/lylephipps

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On Thu, Jul 21, 2016 at 8:34 AM, Jason Miranda <jason.miranda at gmail.com>
wrote:

> 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!
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> jillconnolly.com
> >
> > CONNECT WITH ME! linkedin.com/in/jillconnolly
> >
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