[internetworkers] Contact manager/CRM
dminton at mindspring.com
Fri Aug 31 18:00:42 EDT 2007
On 8/31/07 4:43 PM, "Michael Czeiszperger" <michael at czeiszperger.org> wrote:
> 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
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