Client relationship management: Some software options
October 10, 2008
It’s been almost 18 months since I wrote a review of mediation client and case management software and even longer since I created my list of 10 must-have tech tools for the wired mediator. That’s too long when we’re talking tech.
So I was happy to find Jolt Magazine’s recent CRM Heaven or CRM Hell? Seven Options Reviewed from the Trenches. CRM, or client relationship management, requires really effective software to do it right, and Jolt’s article gives a nice run-down of the options.
Me? I still use Highrise, and happily so. Someone asked me at the ACR conference why I use that one instead of one of the super-powerful options like Act! or SalesForce. What I want may not be what you want, so the question’s a good one. Here’s what I look for: [Read more]
Simple software for organizing your business: a good time to try Backpack
February 28, 2008
I’ve written before about my fondness for 37signals’ free and low-cost web-based software for managing projects, client records and collaboration. I use Highrise and Backpack daily to manage my ADR business and keep myself on track and efficient during very busy client months like one I’m in now.
If you’ve been thinking about trying Backpack, now is a good time to take the plunge. 37signals posted this notice today: [Read more]
