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I need some help here. I can't believe that I can't find a decent CRM software for PocketPC and desktop.
Here is what I am looking for and perhaps you guys can help me:
- I want to be able to "link" a contact with an appointment, notes, files, tasks which are in future as well as maintain a "history" of these activities.
See I am in sales, and when I have an appointment with a client, I come out of it with 2 things: 1. A follow up meeting...and some notes/tasks.
I then input these in my Pocket PC and when back in office, I want to be able to "sync" all these and "maintain" the links to activities.
There is a lot of links I put for a particular contact...from an email I sent them to a letter mailed to them, to a form needed for an appointment and so on. I should be able to link all this using my PocketPC or the desktop software.
You would think that this is easy, but it is not. Some of the softwares I have tried are:
ACT 6, Agenda Fusion, the native Outlook program. None of these did what I want.
Anyone know of any beast like this??? I would really really appreciate your help.
Thanx
Sounds like a pretty tall order!
I use Pocket Informant and tend to record my thoughts on the notes section and then tie this in to a calender item. I'm not sure about being able to produce tasks from the calender entry though. But you can link to contacts.
I guess you might have to try using the available software and suffer it's shortcomings until your 'ideal' app comes along.
Or you could try to develop your own 'ideal' app, I did with a business assessment app, I've been working on it for the last year and a half with Access and SprintDB pro. I started not knowing anything about databases and now....... I know just a little bit more than when I started.
But my app is certainly shaping up to fit my needs and it's been fun.
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