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Personal CRM

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    Personal CRM

    Do the panel have any thoughts on a good Personal CRM system.

    Im in contact with a great many people, beit for the shop and customers, or agents or companies for work(which by the way is a little slow)

    I need to keep a track of who, when and how Ive spoken to people etc

    Im used to big style CRM/Contact management systems but what about if I want a simple one, just for me, perhaps integrated with my phone?

    Any ideas? I've seen Microsoft DYnamics is this worth it, or is there a simpler product?

    MF
    What happens in General, stays in General.
    You know what they say about assumptions!

    #2
    Originally posted by MarillionFan View Post
    Do the panel have any thoughts on a good Personal CRM system.
    Excel.

    HTH

    P.S. Where is Mordac, what did you do to him? Punched maybe?

    Comment


      #3
      Not sure this is ideal for what you want but I use TiddlyWiki to note "useful" stuff. I've use it at home and work.

      Comment


        #4
        morning MF,

        yes indeed, where is Mordac ?

        you still have the tat shop, I guess it has moved up to be a pound shop based upon the economy these days

        hmmm crm system,

        get in touch with the Sales Team at this company...

        http://www.DotNet.com

        a few of us here can help you set it up (for a fee)

        all the best,

        Milan.

        Comment


          #5
          How about a pocket notebook (the paper variety).
          'Orwell's 1984 was supposed to be a warning, not an instruction manual'. -
          Nick Pickles, director of Big Brother Watch.

          Comment


            #6
            Doesn't Expat specialise in rolodex systems?

            Comment


              #7
              I may get flamed for this, but you can use outlook - it has that journal thingy too to keep track of time spent editing word and excel and it can record when you dealt with people in your contacts
              Last edited by Peoplesoft bloke; 16 December 2009, 09:19.

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