| | |||
| |||
| A program called "ACT" is a contact manager program. I used it 5 years ago it was ok did everything I wanted and sounds like it would work for you. Now I just use Outlook from Microsoft. Rob "Winter" <downeaster1000[at]yahoo.com> wrote in message news:cf8cd3be.0411260244.77f003c0[at]posting.google.com... - quote - > Hi, > Whats out there for a low-cost simplified way of tracking prospects, > recording basic info, keeping a running log of contact info, built in > reminders to contact at future dates etc? I am looking for something > that has the ability to keep notes on a client over a long period of > time, not a program that just has a little box to make an entry on a > client and then it is full. > I listened at length to one of the Bill Good audio promos and gathered > that his system is expense and comprehensive. I am just looking for > something straightforward at this time. I could probably build > something with excel but that gets to be work too especially when > there must be good programs availability since this is a rather basic > need. > Thank you for any information. > Winter |
|
#-1
| |||
| |||
| Hi, Whats out there for a low-cost simplified way of tracking prospects, recording basic info, keeping a running log of contact info, built in reminders to contact at future dates etc? I am looking for something that has the ability to keep notes on a client over a long period of time, not a program that just has a little box to make an entry on a client and then it is full. I listened at length to one of the Bill Good audio promos and gathered that his system is expense and comprehensive. I am just looking for something straightforward at this time. I could probably build something with excel but that gets to be work too especially when there must be good programs availability since this is a rather basic need. Thank you for any information. Winter |
| Tags |
| contact, management, program, recommendation, software |
Similar Threads | ||||
| Thread | Forum | Replies | Last Post | |
| Financial Management Software Fees Smith Family: I use 2006 Deluxe and for the first time I have been billed $9.95 as a monthly fee. Legacy Bank One customer, with accounts that have been opened... | Microsoft Money | 5 | 03-18-2006 09:06 PM | |
| Need recommendation: NC tax CPA csmith442@yahoo.com: I need a recommendation on a CPA in North Carolina (preferably in the Research Triangle area) with experience in filing individual tax returns for... | Taxes | 3 | 08-13-2005 04:33 AM | |
| Tax Prep - Need Recommendation Please reeltyme2002@yahoo.com: I am in need of a good tax prep person to prepare taxes - very straight-forward, uncomplicated filing for individual who is wage-earner who rents... | Taxes | 12 | 04-17-2005 05:07 AM | |
| contact management E. Buchmann: Why does Money only uses the WAB address book from OE instead of at least having an option to use the Office Outlook contacts instead? I would... | Microsoft Money | 2 | 10-06-2004 06:05 PM | |
| Sarasota, FL course recommendation Ed Durall: Will be going to Sarasota this weekend. We'll be staying on Siesta Key and it looks like the closest public course is Sunrise off of Clark Road. ... | Taxes | 4 | 06-10-2004 05:02 PM | |
| Thread Tools | |
| Display Modes | |
| |