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Is there an app that allows me to...

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  1. #1
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    Cool Is there an app that allows me to...

    As a customer relations manager and sales manager for a granite counter top fabricator and installer, is there an app that will let me:
    1. Keep track of clients and prospects
    2. Track the progress of current projects for clients
    While not crucial the ability to set appointments, reminders and ticklers would be a serious plus as well.

    I need to keeps costs to a minimum so a large, remotely hosted system isn't what we want as opposed to an app that doesn't require connectivity.

    ANY help here would be geatly appreciated.

    Rick Price near Atlanta

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  3. #2
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    I would like info on this too.

    I use awesome note and manipulate it to get the results I need. Something designed to do what you're talking about would be incredible.

  4. #3
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    Have you looked at using Salesforce on the iPad? It seems as though it doesn't receive the best reviews (and I can't vouch for it myself) but we use it at work and it's a tremendous tool for managing customer records, tasks, etc.

  5. #4
    iPF Novice
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    I Use Contact Journal it does everything I need as a Sales Manager

  6. #5
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    You guys might also consider Bento for iPad.
    iPad mini - 64 GB - LTE - Black | iPad (3nd Gen) - 64GB - LTE - Black | iPhone 4S - 64GB - White | * * * Forum Rules * * *
    http://www.ipadforums.net/forum-rule...ease-read.html

  7. #6
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    Quote Originally Posted by AQ_OC View Post
    You guys might also consider Bento for iPad.
    I just purchased Bento and was disappointed the first day when it locked up while creating a form. Any suggestions?

  8. #7
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    Have you looked at invoic2go. Invoice2go.com or the app store.


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