Organizing correspondence

Posted by satis
Dec 8, 2018 at 09:08 PM

Generally speaking, you’re looking for a Customer-relationship management (CRM) app for personal/small business use. A lot of good products/services are derived from solutions for sales departments, where keeping track of everything client-related is advantageous.

I remember you previously writing about Devonthink so I assume you’re interested in something working on a Mac, but you don’t say here, nor do mention a budget. (You should have!) Nor did you mention what kind email service you use. (You should have!)

Good lists of useful CRM services (and a couple of Mac apps, like Daylite) can be found here:

https://zapier.com/learn/crm/best-crm-app/

https://www.capterra.com/mac-crm-software/