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Switcher Hangout The place for switchers to discuss their new machines, and how to work with OS X. General support can be had here for newbie stuff, like "How do I restart my new iMac?" :)

database / sales spreadsheet advice

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jason paul

Member Since: Jun 27, 2011
Posts: 2
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I have been following few blogs to try and determine what I need for my new small business. My basic need is for a database / excel type of program that I can track clients progress with. I have looked at Neooffice, bento 4 and a few others and although bento is good, as it links with address book and for each contact, I need to be able to attach documents to clients files but more importantly be able to track and monitor their progress through my step by step critical path from contact to contract. This tracking I need to link to dates and tasks to get reminders of where each client is each day. seemed like the go but with the $1000 minimum set up, plus nearly $1500 a year it was too expensive for me. Any ideas would be much appreciated. Cheers
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Member Since: Aug 05, 2008
Location: Central New York
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Daylite might be useful to you. Or, with some learning and patience, Filemaker Pro could be used to roll your own exacting features.
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jason paul

Member Since: Jun 27, 2011
Posts: 2
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thanks, i am checking out daylite and Bento 4 seems to be very user friendly but may not be comprehensive enough.
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