welllllll a software could be created to offer all... BUT allow users to customize it to 'their' needs?
Example: for myself, I'd disable the client's ability to set their own appointments and disable the text messages.
But if I could do all my accounting and appointments and client info contacts, and monthly emails through the same program, with a click here and there....
INSTEAD of going back and forth between outlook and then excel (I also use excel to create mail merges for mailings in MS Word).
These are the things I do:
MS OUtlook: client contact list with their base info to email them and keep track of details and bdays.
MS Outlook: calendar for appointments and reminders.. (great for setting appointments on "repeat" for those that are VERY regular)
MS Outlook: for sending periodic emails
MS Excel: spread sheets created for accounting
MS Excel: I export contacts from Outlook to Excel to create a mailing list within certain parameters (in outlook, you can 'categorize' clients per codes. Example, for my business, I have 3 codes: Client English, Client French, Client Inactive. This way, I can prepare my mailings accordingly. I can choose to export ONLY the clients under a specific category for a specific mailing.
MS Word: Create one letter with 'fields' and merge with Excel list of clients to personalize the letters and create the mailing labels.
MS office is fabulous for doing all sorts of things. And I'm certain there are things it can do that I haven't learned/tried yet. But for now, I keep things "SSS" (silly, simple, stupid HEHEHHE)
HOWEVER.... if there was a program.... that could do ALL of that for me AND was compatible to back it up to a blackberry.... then you got me :green: