Managing your contacts is essential but finding the ideal tool is different. Since using a tool takes discipline, you want a tool you like using. Microsoft Outlook has basics to get you started. Going beyond, you have the option of applications that run on your computer or online. With online, you get continual updates and the comfort of knowing your data is backed up (though doing your own backups is always wise).
The following products were used (not merely evaluated but used)
- Prophet CRM
plugin for Outlook: tied to desktop; not accessible remotely through corporate Citrix setup - FreeCRM Pro: web-based but too cumbersome to use (felt like work); sending emails was a chore; issues syncing contacts with Outlook
After extensive analysis, Taxevity is switching to Batchbook, effective February 19, 2010. BatchBook runs online, feels friendly and gives great value. You can add To Do items by sending an email to your Batchbook. To associate an email with a client, send your message your normal way with a BCC (Blind Carbon Copy) to your BatchBook. Clients get added automatically.
- Batchbook Reinvents CRM (Dan Waldschmidt)
- 3 reasons why we picked BatchBook as our CRM tool (Zebu blog)
- BatchBook is Great for Contact Management (Chris Brogan)
Batchbook gives you a 30 day free trial (with a credit card). Search online for "batchbook promo code", and you might be able to double the evaluation period. You can also use the well-equipped free version for up to 200 clients indefinitely.
Copyright, Taxevity, 2009 - 2011, Privacy Policy
Proud to be a Nominee for a Business Excellence Award
from the Toronto Board of Trade. The category is Start-up/New Business. The reason is the innovative use of social media to build trust. You can use the same techniques too. Start painting your digital tapestry and keep going. Please?
