CRM Software Recommendation

[WMD]

Hi all,

Does anyone have a good CRM recommendation which will work on the iPad, iPhone and a Windows PC?

Features I'm looking for are;

• App should synch between iPad/iPhone/Windows PC
• Alert for "Tasks" (i.e. it should alert me to upcoming tasks)
• Ability to set periodic tasks.

I've already performed a search for "CRM" but didn't find much apart from myCRM which doesn't appear to have a Windows interface.

Thanks all!

Will McD

 

[PaigeW]

PlanPlus CRM

Hi Will,

I know that PlanPlus CRM has something. They have a "cloud-based" system, where you can access the application from any web-browser on PC, iPad, iPhone, etc. They do have alerts for tasks and options to create periodic or recurring tasks. The task management is one of my favorite features because it is highly customizable.

The only app they have right now is a shortcut app, but you can get that on both your devices (iPad and iPhone). I use it on my iPhone and like it.