• Visitors can check out the Forum FAQ by clicking this link. You have to register before you can post: click the REGISTER link above to proceed. To start viewing messages, select the forum that you want to visit from the selection below. View our Forum Privacy Policy.
  • Want to receive the latest contracting news and advice straight to your inbox? Sign up to the ContractorUK newsletter here. Every sign up will also be entered into a draw to WIN £100 Amazon vouchers!

Reply to: Personal CRM

Collapse

You are not logged in or you do not have permission to access this page. This could be due to one of several reasons:

  • You are not logged in. If you are already registered, fill in the form below to log in, or follow the "Sign Up" link to register a new account.
  • You may not have sufficient privileges to access this page. Are you trying to edit someone else's post, access administrative features or some other privileged system?
  • If you are trying to post, the administrator may have disabled your account, or it may be awaiting activation.

Previously on "Personal CRM"

Collapse

  • Peoplesoft bloke
    replied
    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.

    Leave a comment:


  • Pondlife
    replied
    Doesn't Expat specialise in rolodex systems?

    Leave a comment:


  • SantaClaus
    replied
    How about a pocket notebook (the paper variety).

    Leave a comment:


  • milanbenes
    replied
    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.

    Leave a comment:


  • OrangeHopper
    replied
    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.

    Leave a comment:


  • AtW
    replied
    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?

    Leave a comment:


  • MarillionFan
    started a topic Personal CRM

    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

Working...
X