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Originally Posted by matt84  I'm utilizing many of the software programs that Steve has recommended on his site. But I've yet to find a simple, organized program to manage both personal and business contacts.
Any suggestions on software or the system you guys use? |
I personally use QuickBook's Contact Manager. The software syncs with both Microsoft Outlook and QuickBooks making it the most productive contact management tool I have found. Previously I used ACT! by Sage which at the time didn't sync with too much. Nowadays I believe it works with the Office suite as well as other programs although it costs significantly more than QB's contact manager.
The one thing I specifically liked about ACT! that QB's Customer Manager doesn't include is the ability to attach notes or documents to a contact's record. This was a very useful tool for attaching quotes or contracts to a client's record.
You might consider downloading trial versions of a few different contact management programs to see which will work the best for your needs if available.
Hope this helps
Tanya