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Old 02-19-2006, 09:24 PM   #1 (permalink)
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Default Looking for CRM or light sales organization software

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I am using a 7520 with Entourage, syncing with pocketmac. I am looking for some feedback on keeping my sales and quotes organized. Currently I have several files set-up for sales and bids, and I use the filter to look at the file I need to follow-up on. What I am dissappointed about is when I switch a client to another category and save it, the original file comes back with no tasks. I then have to back out of the tasks, go back in, and then I can look at the category.
I came from using a Palm, and I am a little dissappointed with the lack of flexibility and sometimes how the BB handles what I consider basic funtionality. I would prefer keeping the cost as low as possible. I would appreciate any feedback
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Old 03-19-2006, 09:51 PM   #2 (permalink)
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Found the answer to my problem. After many hours of searching the web, I found a web site called www.37signals.com. I am using a product called backpack. Along with being a web based, inexpensive product you can access it from your BB. After the web address you add a .mob on your BB. It is customizable for anything you can think of. Check it out.
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