In my previous post I pointed to Jan Visser’s SalesTeamTools site for a great overview of the best online Contact Management Systems.
Spurred on by my own recommendation I tried to find a system that met my own criteria:
- Simple – just the basic features I need
- Easy to use
- Some form of compatibility with my iphone
After trying out a bunch of systems, I’ve settled on BatchBook
It’s got all the basic features I need for simple contact management; it’s easily tailorable via the “SuperTags” feature; and it has a simplified online iphone version which works just like the iphone contact book.
From reading the user forum it looks like the developers are very much on the ball. They respond quickly to requests from users and are working on features such as open format sync-ing which some of the other easy-to-use systems (ahem, Highrise) don’t seem to want to bother with. Best of all, the lead developer seems to be an iphone user – hence the prioritisation of the mobile iphone version and hopefully some more nice features in the near future.
Another neat feature is the ability to forward any emails you get from contacts to the system where they are automatically logged and linked to the contact details. There are other features which I don’t really need – like To Do lists and the ability to have the upcoming ones emailed to you every day. But these don’t get in the way of the ease-of use side. The pricing is great value too.
Anyway, I’ll shut up before I begin to sound like a geek….
Ian
The requirements for an online contact management system for a one or two person operation are vastly different vs. a larger organization with 5 or more sales people.
I’d agree Craig. I did look at your Sales Nexus – but while it lood excellence, in many ways it just had too much in it for me. All I wanted was a small contact manager.
Rgds
Ian