Looking for a Webmail-friendly Tickler Program
Today I had the pleasure of having a brief call with someone I really like (link to his blog here) and I realized it has been almost a year since he and I had a chance to really chat. Our conversation made me realize that what I really want/need is the equivalent of a tickler file for my email. What I really want is some easy way for me to keep rough track of when I last spoke with someone so that I can make a better effort to reach out to them before too much time elapses. Right now, I have a variety of tools that kind of work for this kind of thing (SugarCRM, Plaxo, LinkedIn, etc), but nothing that’s lightweight that allows me to keep on top of this kind of thing.
If you know of anything that works well for you, let me know — I am looking for something to help me out here. I have a good solution for taking care of emails that involves a series of labels in Gmail. I’m really looking for something that is more people (as opposed to email) oriented.
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Great talking with you! Agreed on the need for this tool — staying in touch with people and tickler files is tough. Salesforce.com has an auto-check-in kind of tool, which is nice, it’s a little bulky for just this task.
Great talking with you! Agreed on the need for this tool — staying in touch with people and tickler files is tough. Salesforce.com has an auto-check-in kind of tool, which is nice, it’s a little bulky for just this task.
Hi Charles,
We have a ‘customer activity log’ feature at yoxel.com. It is really designed for a team of support people/sales to log their interactions but will probably work fine for your indivudual needs.
You can try it in our demo accoutns at http://www.yoxel.com. ‘customers/customer activity’ section.
Cheers,
Alexey
Hi Charles, We have a ‘customer activity log’ feature at yoxel.com. It is really designed for a team of support people/sales to log their interactions but will probably work fine for your indivudual needs. You can try it in our demo accoutns at http://www.yoxel.com. ‘customers/customer activity’ section. Cheers, Alexey
Someone just pointed me at this new 37signals app: http://www.highrisehq.com/
Someone just pointed me at this new 37signals app: http://www.highrisehq.com/
[...] Earlier today I got an email about 37signals’ new Highrise product. In an earlier post I complained about how I was in real need of a tickler-style web application for keeping track of people and to-do items that’s a bit more lightweight than a traditional CRM product. I am going to sign-up to use the product but I have to say that the pricing plan seems complex. I consider myself a “single power user” and there isn’t a good pricing plan for someone like me. I would like to store a lot of contacts in the system, but I don’t really have needs for data storage or for multi-user access. I’m not suggesting that the service should be designed for someone with my needs, but I wish there were a way to get a pricing plan that would enable me to manage and track a boatload of contacts without having to pay for mutli-user or lots of file storage. [...]