For other CRM Reviews See here:

Heap Reviewed and Highrise CRM Reviewed.

I just started using Daylite CRM by MarketCircle.  I am not using its full capacity, or even coming close to scratching the surface of it.  I’m underutilizing it, and I’m working harder than I need to work to get stuff done, and that’s no fault of the software.  This is a patial review of the first month.  I think it takes a couple months to figure out how to use a CRM, and for now, I’m on Daylite.  I refuse to put up with web speeds for my CRM, and I refuse to put up with

For now, let’s take it and look at what it is and can do.

It’s a CRM that’s meant to share in a mac environment, in a real way.  Multiple users can simultaneously access and modify the same database, and it has a fair degree of customization that you can do.   It stores the important fields by default, and it has other fields that the user can define.   It creates activity series and, once set up, this works PRETTY well. It can be used to relatvely efficently create documents with Mail, Word, & Pages, and that’s important for a mac.  It’ll do your mail merges. With the exception of automated webforms, this has all the basics for a salesperson oriented CRM–and webforms aren’t that important to me.  (If the Market Circle people show me webforms, go for it).

What it does right:  Hotkeys, rightclicks and customization.  I do wish that it had an ACT style “contact layout” mode, but I can get to anything I want via a lookup/hotkey that I can set for myself.   So, if I want to schedule an activity series, I can do it.  I can also have just a twitter address as a point of contact and have “get info” as a category, where I can move people in and out of that “ID/STATUS” (Act! style) at will.

The things I dislike:  hot email addresses.  I when I click on someone’s email address, OPEN MAIL AND SEND AN EMAIL.   When I right click on a contact, GIVE ME MY OPTIONS.  I wanna be able to email contact, schedule a TODO with the contact.  You can do it when you view the contact in a LIST, but you can’t do it in the screen that looks like this:

I right click?  Nothing happens but the normal mac stuff.  Stupid oversight, hopefully they’ll correct it.

Same deal with email address.  I should be able to hotkey launch MAIL to send an email from that view.

This sounds negative.  It’s not meant to be, I think that Daylite CRM is a good start.  When the interface comes around to match the features, then it’s a great start.  They need webforms, and a half decent interface and then they are done, and can fine tune.

My fantasy is to be able to right click on a twitter name, have it get sucked into my CRM, and then have it get scheduled.

More soon–gotta actually get some work done.

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That’s going to change. As soon as possible. This is project transparency part I, entitled “Getting my fat ass to the gym.” This is begins 2/13/2008, and ends 6/30/2008. This is an absolutely everyday challenge, and EVERYONE who catches me screwing up will get $5.00 if they comment.

The Rules:

I have to be at the gym, and prove it, every Monday through Friday by 9:15AM EST, or I pay out $5.00 for the first offense, per person, $10.00 for the second offense, per person, and $25.00 for each subsequent offense. I must maintain an average of 95% or better monday-throguh-friday. This can get seriously expensive, folks. I want my wife on my side with this–throwing my ass out of the house.

No excuses. Not sickness. Nothing.

How do I prove it? Simple. I JOTT TO BLOG + Hand the phone to the front desk. The receptionist at the Westerville Athletic Club must prove I’m there.

If not–everyone that sends an email to: fatchris@tendayteam.com by 1pm…OR comments on the blogpost…

…gets $5, $10 or $25 bucks. Everyone. Period.

The thing is, kiddies, I can’t afford that. Not with the fact that I’m still paying for 2003′s taxes (good year, bad judgement). Not with the fact that my (to be posted about) listlessness has produced.

Caveat: If there as a bona fide error in the part of Jott (and I’ll be honest), then bets are off. I gotta prove that though; that I tried to make the Jott. That’s the only “out” that I have, and I’ll probably

This doesn’t control if I work out–so I’ll get a control in place iff I fail that.

Later on?

Looking seriously at HEAP CRM.

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1. Project Transparency: Challenge #2: Contacts Watch Me Earn $56,000 in Just 46 Hours. Prospecting is...
2. Project Transparent I’m exhausted by the lies, posing and bullshit. I look...
3. A Quick Aside about NLP: At The Gym. Yesterday I was beat down at the gym.  I did...