Link to home
Start Free TrialLog in
Avatar of Bill Golden
Bill GoldenFlag for United States of America

asked on

Looking for a Contact Management, Messaging and Scheduling Program

Our firm has been using PhoneSlips for almost twenty (20) years. Unfortunately, we have outgrown the system and we are having constant data corruption issues and our IT guy is spending more than 8 hours a month trying to constantly repair data errors.

Our needs are straight-forward and concise:

Client Profile Management. Names, addresses, contact info, etc. Unless the database is very well designed, having the ability to customize fields would be a must.

Inter-Office Messaging. We prefer an environment where this feature is not a separate program.

Appointment Scheduler. We want scheduling built into the same program. I am amazed at the number of CRM programs that have inadequate or no scheduler.

Task/Project Scheduling would be a plus.

Cloud-based of course. Our people need to access this info from their laptops, IOS and Android-based phones.

Online training videos - No Seminars. Software so complicated that people have to attend fly to a seminar somewhere is not only poorly-designed/presented, but typically not well received. One thing I have learned as a managing partner, make a job difficult for employees and they will make life difficult for you.

Good phone support. Offices becoming so reliant on these programs that good and quick software support is a must.

Please be frank. If you know someone using a system that has allowed their office to become more efficient, I want to hear about it. If they are running a system they wished they had never seen - I want to hear about that too.

Thank you in advance for your comments and recommendations.
ASKER CERTIFIED SOLUTION
Avatar of Mike Lazarus
Mike Lazarus
Flag of Australia image

Link to home
membership
This solution is only available to members.
To access this solution, you must be a member of Experts Exchange.
Start Free Trial
Avatar of Bill Golden

ASKER

I have circulated your article among our team and will be contacting you.

Thanks,

Bill