Palm contacts software

DejaOffice is a landing pad for Palm Desktop data on Android. Contacts, Calendar, Tasks, Memos. Supports one device per profile. You can use USB Sync on multiple computers i.

Home, Work, laptop. Completely secure; no data is stored in the cloud. Slower than DejaCloud. Advantages: Securely Sync via local Wifi or Bluetooth to your phone. This is a great choice if you require your Palm Desktop data in Google Calendar and Contacts for other reasons. CompanionLink for Google sync can be set automatically and will run in background on your PC. Disadvantages: Google has limited Task capabilities and no recurring tasks. No Notes Sync. Keap has many features, which ups the learning curve.

The number of integrations with other apps is small. Learn More. The Daylite set of tools are divided into CRM features and project management tools. The idea here was to break down the old division between customer-facing tasks and internal ones.

Other great assets are the Daylite Mail Assistant, which integrates directly with Apple Mail something very few platforms do. Daylite offers loads of customization options. These include a variety of ways to categorize and tag contacts, tasks, projects, deals, etc. It allows you to create custom and flexible reports, as well as administrative team and user permissions. Daylite only has one plan.

Pricing varies depending on region. Daylite offers a day free trial. It also includes a complimentary minute onboarding call to help new users get started.

Learn more. Simple yet sophisticated. An easy-to-use CRM with marketing automation, contact management for clients, vendors, suppliers, and leads. Features sales force automation and customer satisfaction-inducing customer service tools. Really Simple Systems also offers advanced data security and encryption traits that make this CRM a favorite of government and financial organizations.

Generating a report is a bit more complex than it probably needs to be. Email templates for marketing campaigns are a little basic. This is a great tool for managing your customers as it lets you view their estimates, invoices, and payments in one place. Method:CRM works well for small businesses and is especially powerful for verticals such as construction, field service, manufacturing, accounting. To get any of the sales pipeline management tools you need the Pro edition.

It has highly-detailed customer management with custom fields, for more degree contact views. With InfoFlo, you can choose whether it runs on the cloud or on-premise for added data security. Lastly, there is very competitive pricing if you go for the desktop version. InfoFlo does have a ton of useful tools. One drawback, though, is you should be prepared to put in the time mastering them all. Regarding subscription downsides, the cloud requires a minimum of 3 users which is not great for companies that only need 1 or 2 users.

All plans are basic with the option to select add-ons. For example, the Cloud Starter gets you 3 add-ons, while the Cloud Advanced gets you 5 add-ons. Additional add-ons can be purchased. The platform provides multi-channel listening, aggregating contact info from across all your customer touchpoints. Track contact activity, web activity, email response, open and click rates, and more. Zapier, SendGrid, Mailgun, Xero, and Mandrill integrations allow you to connect your CRM with your other business processes and further streamline your operations.

Could use more native integrations with third-party apps. Email template options are limited in number and simplistic in style. They offer an all-inclusive, single price package for task management, keeping tabs on contacts, tracking leads, making sure follow-ups are sent out. Emails written and received outside a CRM platform can be logged inside LACRM, which provides every user with a unique email logging address for which you create a contact with whatever email provider you use.

The app sends out notifications by SMS or email, but not in-app. The platform captures calls, emails, and meetings with contacts, leaving them easy-to-access anytime you need to. Once your contacts are in your system, and in your sales pipeline, you can track sales progress easily with colorful, graphical views, including Kanban, maps, timeline, files, charts, and calendar. The visually-oriented platform has a clean layout with drag-and-drop flexibility and colorful accents that draw the eye to important information.

The built-in world clock takes the edge off communicating with contacts across multiple regions, displaying time zones based on geographical location info clearly next to contacts and team members.

Learn More: monday. The CRM allows you to add contact records from Gmail and Outlook, or corporate email and web forms, with one-click. Once added, the platform auto-updates records and logs all sales activities with a contact.

Apart from the sales process, this information helps segment customers and run marketing campaigns. The platform supports up to 1 million contact and company records, which should comfortably cover pretty much most businesses. Contact filter options could be more specific.

The software learning curve is moderate, although this is lessened by access to video tutorials, support resources, and community forums. The app provides a unified address book for customer contacts, with email and social media engagement tools to manage all your cross-channel customer relationships. It allows you to track deals and categorize task types with Tags feature, as well as create and assign roles to team members and set privacy permissions for information-sensitive projects. Smart task and email templates speed up routine inquiries and interactions with customers and help ensure best practice interactions every time.

Custom fields are listed alphabetically and cannot be custom-arranged amongst standard fields. The pricing model is inflexible jumps from single-user plan to 25 users fixed price plan , so some companies might end up paying for unnecessary capacity in users, contacts, and deals. Learn More: Zoho. Machine-learning and natural language processing analyze sentiment and scores the strength of your relationships. AI also eliminates duplicate contacts and companies in your record.

The mobile version is pretty clunky. Pricing is flexible, dependent on contract length and size of the organization; please contact the vendor for details. Learn More: Affinity. Contacts can be accessed via email, voice, and text in-app.

In-app voice transcription lets you take notes on the fly, so you can further build up a contact record. Copper offers a one-click contact add, and automatically ports Gmail contact info into your CRM, which allows you to quickly populate your contact list, with easy access to full email history, pipeline details, and other info.

Once you have your contacts list up-and-running, a highly visual, well-designed sales pipeline lets you manage your leads throughout the qualification process. SwitchSync Ex 5. For other devices, please check out SwitchSync Standard Edition.

DesktopMirror Suite. In the future, more synchronization models will be added and DesktopMirror Suite offers life time free upgrade. DesktopMirror for Outlook and Palm Desktop. DesktopMirror is easy to use and powerful. You may synchronize all the information with only a few clicks and you may also select and transfer special records between these two applications. DesktopMirror for Google and Palm Desktop. LiveSync for Palm.