Calendars (Calendar)

Marketcircle DayLite CRM for Mac OS X

4 stars (This program made me a "switcher") - I've been using contact managers since the late 1980's. I've always been partial to Act! in all of it's incarnations because it was fast and flexible. Goldmine has a ton of great features but it's difficult to use and its interface STILL seems to be trying to break free from its DOS roots. Until now, I've had to remain on the PC platform because it's been difficult for me to justify using a Mac because I couldn't find a program that could handle my contact management in a way that I was comfortable. Daylite solved that problem for me and I recently switched to the Mac. For me, the "killer" feature was the ability to assign "roles" to various contacts in the database. I'm a real estate broker and can frequently have a contact who is a home buyer and a home seller -- two completely separate roles. I've never been able to find an off the shelf solution that would allow me to easily create a project or opportunity and assign the same contact to 2 different roles in the same database. The depth at which you assign roles, categories, keywords -- and even create CUSTOM FORMS and data fields -- makes this program incredibly flexible! But it also means, as the previous reviewer stated, that there can be a bit of a learning curve. I'm the kind of person who never reads a manual -- I just plunk down and figure out a program. That wasn't the case here. So be warned that if you really want to experience the power, there's some book reading to do. I'm giving this application 4 out 5 stars for a couple of reason. #1 - as was previously mentioned; you need to buy the DMI module separately. Linking your e-mails is ESSENTIAL in today's business world and not including that as part of the program just doesn't make sense. The second reason I'm not giving Daylite 5 stars is because of its lack of easy import/export to the basic Mac OSX tools like the calendar and address book. It does have impor/export capabilities but not "...
Marketcircle :: File Conversion (Convert) :: Manager (Managers) :: Schedule Management (Scheduling) :: Calendars (Calendar) :: Mac Macintosh Machintosh Apple :: Bundle (Bundles :: Marketcircle DayLite CRM for Mac OS X

QuickBooks Customer Manager 2 0

1 stars (Amazon does not have a 0 star rating.) - I have used Quicken & Quickbooks products since the early 90's. I have purchased several add on products during that time. Quicken & Quickbooks started out as great products but have declined greatly in the last few years. They also offer extra cost products on many of their "upgrades" which were included in earlier products for free. Customer Manager is a different issue. I started out with version 1. Description on box seemed to offer a usefull product. However, the program was so limited that it made more work than it eliminated. Like a fool I bought V2 when it came out because the concept seemed good & many improvements were promised. I was wrong. It has more bugs, hardly any real improvements than V1. The feature for sending e-mails is worse than useless. It takes several steps to put it into history and often doesn't work at all. You can see from all the other reviews that there are lots of other issues as well. I have experienced them as well. 1 stars (Do not buy!) - The price is good, but I guess you get what you pay for. It works fine for a while then it screws up and you can't use it anymore. You click on it and it gives you this garbage and it won't open. I had to uninstall and reinstall. Inuit was helpful, but it didn't solve the problem. I don't understand how a big company can make such crap. We have no problems with quickbooks, but customer manager is just a waste of our time and computer space. 1 stars (TOO SLOW, TOO MANY BUGS!) - This is, on paper, an excellent idea and has lots of potential. Unfortunately, it SLOOOOOWS your system down to a crawl -- which is frustrating to the point where I don't want to use the product. As I said, its a great idea for me. I have been searching for a product that could help me track my many projects without the overkill of a MS Project. It also has many annoying bugs that need to be addressed. The program has great potential and if it worked as it claims I wou...
Intuit Inc :: Presentation (Presentational) :: Calendars (Calendar) :: Schedule Management (Scheduling) :: Accounting (Account) :: Bundle (Bundles) :: Office Suite (Suites) :: :: QuickBooks Customer Manager 2 0