Forums
New posts
Articles
Product Reviews
Policies
FAQ
Log in
Register
What's new
Search
Search
Search titles only
By:
New posts
Menu
Log in
Register
Install the app
Install
Forums
General Discussions
Switcher Hangout (Windows to Mac)
database / sales spreadsheet advice
JavaScript is disabled. For a better experience, please enable JavaScript in your browser before proceeding.
You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an
alternative browser
.
Reply to thread
Message
<blockquote data-quote="jason paul" data-source="post: 1258480" data-attributes="member: 206035"><p>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 i.cal 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. Salesforce.com 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 <img src="/mac_images/images/smilies/Confused.png" class="smilie" loading="lazy" alt=":Confused:" title="Confused :Confused:" data-shortname=":Confused:" /></p></blockquote><p></p>
[QUOTE="jason paul, post: 1258480, member: 206035"] 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 i.cal 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. Salesforce.com 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 :Confused: [/QUOTE]
Verification
Post reply
Forums
General Discussions
Switcher Hangout (Windows to Mac)
database / sales spreadsheet advice
Top