[internetworkers] Contact manager/CRM
michael at czeiszperger.org
Fri Aug 31 16:43:24 EDT 2007
On Aug 31, 2007, at 3:41 PM, Tarus Balog wrote:
> On Aug 31, 2007, at 1:38 PM, Michael Czeiszperger wrote:
>> We tried Sugar for six months, and even contracted for the pay
>> version, but ended up switching back to Daylite, by Market Circle.
>> Daylite is OSX only, but has other advantages such as excellent email
>> integration, excellent reports, and a very customizable GUI.
> In my quick glance at the web site, I really can't figure out how
> this works. Is it client/server? I want something that can tie my
> whole company (of Mac users) together better than Sugar. i.e. I want
> to share contacts, opportunities, etc.
Daylite runs on top of the OpenBase database server. In the single-
user mode the database runs as a separate background application; in
the case of multiple clients, you stick the database on a separate
server, and can take advantage of the shared calendar, resource
scheduler, and project management. Your supposed to be able to create
a copy of the main database in your laptop when you go on a trip, and
then sync the changes back, but I haven't used those features.
My favorite feature is how it automatically assigns emails to
projects, so if I'm exchanging calls and emails with a client with a
dozen employees, all of the emails, notes, and tasks on that project
are grouped together in the project management view.
There's even a plug-in architecture if you want to extend the
Chapel Hill, NC | 919-619-0607
michael -at- czeiszperger.org
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