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Good CRM?
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Vin Thomas

Posted: Jan 09, 2010
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I am looking for a good Customer Relationship Manager. Ideally, I would like something to track my business relationships, contact details, when we last talked, notes on what we talked about, follow up tasks, etc.

I know there are a couple decent ones out there (Highrise, SalesForce, etc). But many of them charge more per month than Toodledo does for a year.

Does anybody have any success with a good CRM?

Posted: Jan 12, 2010
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If you use Google Apps then you can get a free Salesforce account that offers basic CRM functionality.

Pretty much what you described but not to the level of creating quotes, invoices, etc.
I started to use it and quite liked it until my company imposed ACT on everybody and then my own personal corner of hell was created.

Posted: Jan 19, 2010
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Our company is currently using but our sales director pitched a replacement today that looked cool. It is called Prophet and it is an Outlook Add-in.
Vin Thomas

Posted: Jan 19, 2010
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I am a Mac user, so an Outlook Add-in won't do it for me. Thanks for the suggestion.

I did find a couple that look promising:

Any others would be appreciated since I haven't really built roots with either of these...

Posted: Jan 19, 2010
Score: 0 Reference
I've been using BatchBook (from batchblue) for a few years now and think it's tremendous. Super customizable and really flexible. For all purpose CRM needs I don't think you can beat it.

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