CRM

Review CriteriaContactizer RECOMMENDEDACT!Amphis SoftwareDayliteHoly Mackeral CRM HavenJumsoft RelationshipMerlinRedlienSalesforce.comSmall Biz AdminSOHO OrganiserStudiometrySOHO Organiser
Mac/ WindowsMacWindowsWindowsMacBothMacMacMacWeb basedBothMacBothMac
AdvantagesVery intuitative to use. Easily add and preview files for each stage. Excellent workflow. Link to MYOB and AccountEdge through Apple Addressbook. Highly used by small businesses. Ability to store contacts, documents. Integration between Sage Accounting packages and Google calendar. A cheap and powerful way of extending a PC single user system.Quick easy templates that can be tailored for many businesses. Integration with AccountEdge Mac and billings softwareOnline and cross platform.Affordable. Link to MYOB and AccountEdge through Apple AddressbookLink to MYOB and AccountEdge through Apple Addressbook Link to MYOB and AccountEdge through Apple Addressbook Includes all ContactManager features plus: Opportunity tracking,Customizable sales process,Email templates & trackingBuilt in CRM, Sales, Invoices and Reports. New version releasing with job management features. AffordableCross platform, Links with accounts package.Affordable
DisadvantagesOS maybe too high for older Mac but workable on macbookCRM only. Draws up word invoices and can export to accounting packages.Difficult to attach files to activities and customers. No preview function.Seems very complex to use.No standard processes with multiple dates. No preview of attachments to events.Project planner rather than office manage, or file logger. Based on OpenBase datafile which won't installFocused on sales pipeline rather than management of ongoing relationships.No built in accounting functionality. Need to export into third party accounts package.OS 10.5 plus required. Unclear if standard processes can be attached to a specific client. No preview function.Difficult to attach file to records and preview themOS 10.5 plus required. Unclear if standard processes can be attached to a specific client. No preview function.
Websiteobjective-decision.com sage.co.ukamphis-software.commarketcircle.comholymackerel software.comjumsoft.comprojectwizards.netredlien.comsalesforce.com dataartistry.co.ukchronosnet.comoranged.netchronosnet.com
Cost$114.90 £190+VAT£100-£200£129$99.00£27$199.00?From £10 /user/ month.From £49$99.00$199.95$99.00