Question

Need opinions for evaluating business contact management software

CRM, CRM software, Contact management, Contact management software

I'm in the early stages of evaluating business contact management software. I'm familiar with Sage's ACT and Microsoft's Business Contact Management Software (an add-on to Outlook). My firm is in financial services and there will be less than 10 users. I'd also like to ensure the software meets the following three criteria.

1. Provides the ability to access and update while out of the office

2. Provides the ability to share/record information between all users

3. Provides the ability to import information from other sources and to import various types of documents.

Can you provide insight into choosing the best software to meet the needs mentioned? Thank you.

I suggest using this free spreadsheet as a guide to choosing your software. It can be modified to include your own criteria and has separate instructions to help you get the most out of this tool.