I’ve also used an iPad app called MyStuff2, which is a home inventory type app. It accesses the Contacts on the iPad, and is completely customizable as far as what info to collect. I like it a lot as an inventory/sales tracker, but it takes a lot of setting up of course, like everything does to get it to work well for collecting the info you need. That’s why I like Evernote… searchable at the spur of the moment, and good for the ‘messy file cabinet’ approach to keeping all your info in one place.
]]>hey Libby,
Evernote is not going to be a replacement for a contacts database. I use it to track the full extent of communications, conversation, sales, and ideas for people who already are or may become customers. I spent years doing all my tracking in Filemaker, and I have Bento, but never took the time to set it up fully. I just did a google search on syncing iPad Bento with Mac Contacts and there are a number of posts in the filemaker help section. Not knowing exactly what’s not working for you, I don’t want to suggest one or the other, but Bento may yet work for you…I’m guessing you’ve already done the google search route though.
I don’t have much use for label printing these days, as I don’t do mass mailings, just personal notes and so forth. And rather than sorting, I use Evernote Search if, for example, I need to find out if any of my best customers are in Rhode Island. Evernote seems to work great as relationships develop, and my regular Mac or gmail contacts + my email newsletter service work great for casual connections.
hoep that helps (a little)! see ya sometime…
Hi Dianne, the Contact Template you see there is something that I am developing… template notes that are handy to copy and use for things that artists most might like to keep track of. The nice thing about these Evernote templates is that they can be changed and customized at any time to fit your use. And I can even supply custom template notes based on individual’s needs…
Stay tuned (and sign up at http://www.leftbrainforartists.com) – the templates are a part of my Evernote for Artists guide coming later on this year.
Laurie
There is certainly room for all sorts of solutions!
]]>Laurie – CRM software doesn’t require any sort of techy background – it is written to be used by sales people. The learning curve is just as small as with evernote.
I’m not talking salesforce.com but crm software for small businesses. It was created to track customer relationships – which is exactly what artists are doing!
hey Lisa, you sure are right about CRM software. Still, many of the artists who follow me are really just looking for some simple and free solutions they can implement without much of a learning curve.
Evernote can work organically and right away (and as I said in the post, integrates with all of your other notes and research) – it’s a great fit for many artists who really don’t have any level of techy background or need right now for the level of control CRM gives.