Software and Apps for Virtual Assistant Businesses

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Old 06-12-2012
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Default Contact Management
What do you recommend for a good contact management system. I know I can always use Excel, but hoped maybe there was a good software package for tracking every contact, next steps, reminders, etc. I do not have MS Access.
- Eleanor
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Old 06-12-2012
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Default Re: Contact Management
Evening Eleanor,

Like you, I use to keep pretty much everything on my computer, until I was hit pretty bad by a very MEAN virus in the spring of 2011.

So guess what? I now have everything online! And yes, I should have done that years ago (I should know better!)...but for one reason, or another, did not.

To answer your question:

I use Apollo - http://www.apollohq.com/

All my contacts, addresses, phone numbers, to do list...projects...you name it, its there!

Well worth a look, and the price is very, very decent!
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Old 06-12-2012
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Default Re: Contact Management
Looks like a good option, but I can't swing the cost right now; perhaps when a get a few more contracts. Meanwhile, I'm looking for "free" - or as close to it as possible. Thanks, Christiane.
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Old 06-12-2012
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Default Re: Contact Management
Hi dotyel (Eleanor),

I wanted to chime in with a few options. First one I know of that works for me, but may not have all of the options you are looking for (not sure), would be MS Outlook. I know it's primarily for email, but they have a Contacts section in which you can enter all of their contact information as well as notes to update their progress or status. You can check out their pricing here, as it's pretty affordable.

Second one would be Zoho. Again, I'm not sure what other options you are looking for in addition to contact management, but they have a pretty decent system as well, similar to Outlook, but free if you don't have a large network. See here for pricing and more details.

And last but not least, although I can't personally vouch for it, would be ContactMe. From what I see on their site, they have a 14 day free trial you can sign up for and test it out, but the prices seem to be pretty affordable going forth. See here for pricing and more details.

I hope this helps and if you happen to sign up for either, let me know what you think about it.

Have a great day!
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Old 06-13-2012
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Default Re: Contact Management
I use AMO CRM. www.amocrm.com There's a free version for 1 user. I use it to keep track of my contacts, leads, etc. I find that it keeps track of everything I need.
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Old 06-14-2012
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Default Re: Contact Management
If you are looking for something free, you could always download and install on your website Sugar Community Edition CRM. I've utilized the Community Edition in the past for a client, it works pretty good.

Personally I use my Project Management software, myIntervals, in conjunction with Outlook.

Best of Luck,

Julie
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Old 06-14-2012
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Default Re: Contact Management
I have found from me, I've created a system between using the Contacts in my gMail account combined with Boomerang (used for follow up reminders) and my Evernote Account.

I am purposely a 1 person shop and have found that many of the Contact Management/CRM systems out there are simply too much for what I need to mange my client base.

Both gMail and Evernote are free, but you can upgrade to the premium version of Evernote for $45 for the year. I am a HUGE fan of Evernote and the flexibility it provides.
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Old 06-21-2012
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Default Re: Contact Management
Outlook is a good option. I think they have a synching option as well. There's also Google Contacts/Calendar, which is good because it allows you to color-code your contracts and projects as well. So if I have a Jane Doe, Bob Marc, Sally James, Marcus Steel, I can have them all color-coded by contact info AND the appointments/projects on my calendar. Working smart and NOT hard.. My favorite part of the day.
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Old 07-05-2012
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Default Re: Contact Management
I've just found a new option that I think is worth looking into. They even allow you to log into the system to try it out on their website. (With no annoying salesperson walking you through it) Plus, it's free. I don't need a CRM just yet, but when I do I'll probably try this one out.

http://zurmo.org/

Raven
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Old 07-06-2012
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Default Re: Contact Management
I agree, www.Amocrm.com is a good one.
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Old 07-19-2012
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Default Re: Contact Management
I personally use Outlook and Love it!!!
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Old 08-03-2012
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Default Re: Contact Management
Hi, I use Highrise and it's free for 2 users and 250 contacts.
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Old 08-17-2012
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Default Re: Contact Management
Another pretty good free CRM online program is FreeCRM.com. I set-up a client on this site and it seems to work well. They have a surprising number of features for a free account. If you decide you need more functionality their paid accounts are also reasonable prices.

Best of Luck,

Julie
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Old 08-18-2012
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Default Re: Contact Management
Just checked out FreeCRM.com. Very nice and very interesting!!! Thanks Julie!!

Nick
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Old 08-18-2012
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Default Re: Contact Management
Oh goodness! I just registered for FreeCRM.com and there is a whole lot of learning to get done! LOL! Looks like it is going to be a very useful tool. Thank you Julie!
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Old 08-20-2012
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Default Re: Contact Management
I've been using Ace of Sales (www.aceofsales.com). I'm still on my free trial period but I'm going to keep it. There is a monthly or annual fee you can choose to pay after your trial period. You can send branded emails and email type cards, which is included in the fees. You can create and send newsletters, cards, etc. for a cost. I like to use it especially before I meet people because I uploaded my photo and they can recognize me when they see me!
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Old 08-20-2012
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Default Re: Contact Management
Free CRM looks to be very useful. Thanks
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Old 09-04-2012
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Default Re: Contact Management
I personally use Highrise by 37signals to manage my clients. They do have a free option which allows 2 users and 250 contacts. With their paid versions they do allow file storage online. I use 37signals Basecamp for project management and have found that the products are easy to use, secure (which is very important to me) and very affordable (free being the options that I am using).
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Old 09-05-2012
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Default Re: Contact Management
I've been looking into the same thing. Thanks for the great resources!
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