Is there any Mac (OSX) Contact Management Software specifically focusing on sales?
February 11, 2011 1:05 PM Subscribe
I need to keep track of my clients and the homes they purchased so that I can provide the best level of service to them after I have worked with them. Is that possible with any OSX software? (More inside!)
I work in real estate and want to be able to keep track of my clients on several levels.
On the most basic level, I want to be able to store all their pertinent contact information which should included multiple addresses, names of family members and personal assistants as well as their contact information. With that information I would like to be able to hit print and make a mailing list (selectively).
If I could sort clients into various folders/labels/whatever so that I could send focused mailings to certain people, that would be even better.
Beyond that, I need to track what they bought and sold. This could be done as a an all text 'note' that I can see in some sort of order under each contact. Or it could be more detailed with various fields that I could fill out.
It does not need to be real estate focused in the sense that if there was a piece of software that tracks that John Doe bought product X and product Y and allowed me to track personal information, I could potentially make it work.
I'm sure that I could make my own database, but I want to be able
As a complete BONUS to said software... I would like to be able to import or at least associate files (such as word docs) to a particular contact.
At the end of the day, if there is anything that comes CLOSE to what I'm looking for, I'll give it a try, so please give me your recommendations. I do NOT want to build a filemaker database.
I work in real estate and want to be able to keep track of my clients on several levels.
On the most basic level, I want to be able to store all their pertinent contact information which should included multiple addresses, names of family members and personal assistants as well as their contact information. With that information I would like to be able to hit print and make a mailing list (selectively).
If I could sort clients into various folders/labels/whatever so that I could send focused mailings to certain people, that would be even better.
Beyond that, I need to track what they bought and sold. This could be done as a an all text 'note' that I can see in some sort of order under each contact. Or it could be more detailed with various fields that I could fill out.
It does not need to be real estate focused in the sense that if there was a piece of software that tracks that John Doe bought product X and product Y and allowed me to track personal information, I could potentially make it work.
I'm sure that I could make my own database, but I want to be able
As a complete BONUS to said software... I would like to be able to import or at least associate files (such as word docs) to a particular contact.
At the end of the day, if there is anything that comes CLOSE to what I'm looking for, I'll give it a try, so please give me your recommendations. I do NOT want to build a filemaker database.
Best answer: Try Bento. It is a visual database. You can take pictures of the houses etc. It is a preety good database that is simple to use. Otherwise see FileMaker Pro at about 5 times the cost of Bento.
posted by Gungho at 1:08 PM on February 11, 2011 [2 favorites]
posted by Gungho at 1:08 PM on February 11, 2011 [2 favorites]
I do NOT want to build a filemaker database
You want to build a database of some kind, and Bento and FileMaker are both the easiest and cheapest options for OS X. You can certainly insert files (e.g. Word files) into FM databases, using container fields.
posted by Blazecock Pileon at 1:18 PM on February 11, 2011
You want to build a database of some kind, and Bento and FileMaker are both the easiest and cheapest options for OS X. You can certainly insert files (e.g. Word files) into FM databases, using container fields.
posted by Blazecock Pileon at 1:18 PM on February 11, 2011
Response by poster: Having just reviewed Bento, I think that may be what I need. The fact that it links up to my iCal is AMAZING.
@ Blazecock Pileon: You are totally correct, and I am more than capable of designing a database, but right now I want to focus less on making something from scratch and more on working with something that is up and running.
I've heard of Bento before but never realized what it was. If you have more ideas, let me know, but it looks like Bento is a very polished option!
posted by darkgroove at 1:21 PM on February 11, 2011
@ Blazecock Pileon: You are totally correct, and I am more than capable of designing a database, but right now I want to focus less on making something from scratch and more on working with something that is up and running.
I've heard of Bento before but never realized what it was. If you have more ideas, let me know, but it looks like Bento is a very polished option!
posted by darkgroove at 1:21 PM on February 11, 2011
Response by poster: Just downloaded the demo of bento and played with it for 10 minutes. I may be "building" my own database, but it does all the heavy lifting. THANK YOU SO MUCH.
posted by darkgroove at 1:29 PM on February 11, 2011
posted by darkgroove at 1:29 PM on February 11, 2011
I used Bento when I was looking for a house. Because I could run it on my phone too, it was very helpful. I usually had more info (historic prices, taxes, photos...) than anyone else in the room.
posted by R. Mutt at 1:44 PM on February 11, 2011
posted by R. Mutt at 1:44 PM on February 11, 2011
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posted by valkyryn at 1:06 PM on February 11, 2011