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Updated over 8 years ago on . Most recent reply

User Stats

43
Posts
19
Votes
Kevin Tran
  • Real Estate Agent
  • Richmond, TX
19
Votes |
43
Posts

Recommend an app for Contact Management

Kevin Tran
  • Real Estate Agent
  • Richmond, TX
Posted

I'm completely frustrated with the contact management software available on my devices and laptop.  Outlook somehow integrated with all my other free systems (google, linkedin, icloud) and now I have at least 5 instances of each of my contacts.  Ditto with all the reminders and notifications of birthdays and anniversaries stored in them.  I'd clean it up manually but it's over 1,000 contacts and after a few days, the replication is back!  

I want to start fresh with an app that will track customers, vendors, personal, colleagues, contractors, teams, etc.  If it can give more weight to recent contacts in searches would be great too.  Some contact from 7-10 years ago are worth keeping but probably not accessed as often. Please let me know what's working for you!

Most Popular Reply

User Stats

43
Posts
19
Votes
Kevin Tran
  • Real Estate Agent
  • Richmond, TX
19
Votes |
43
Posts
Kevin Tran
  • Real Estate Agent
  • Richmond, TX
Replied

Just a follow up to this initial question.  I ended up settling with CamCard.  I actually had the iphone app installed for a few years but never used it much for the technology consulting.  I found that CamCard has a corresponding cloud web app that is a great companion to the app.  I use the mobile version to scan business cards and do light editing of essential data, then I can follow that up with detailed categorization on my computer.  Synchronization is instant.  I'm loving it.  Now if a client or anyone else asks for a recommendation, I can easily filter my search to just the area of expertise needed.  a contact can have multiple categories so i don't worry about them being left out.  

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