Advantages | Very 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 software | Online and cross platform. | Affordable. Link to MYOB and AccountEdge through Apple Addressbook | Link 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 & tracking | Built in CRM, Sales, Invoices and Reports. New version releasing with job management features. | Affordable | Cross platform, Links with accounts package. | Affordable |
Disadvantages | OS maybe too high for older Mac but workable on macbook | | CRM 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 install | Focused 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 them | OS 10.5 plus required. Unclear if standard processes can be attached to a specific client. No preview function. |