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Ritter did that last year. As much as I love the folks at Ritter, I don't know if I want to log into Ritter every time I want to go into my CRM
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My FMO just announced they are providing an advanced CRM for us without charge. It has been customized in many ways. One is to link to some of the available products and incorporate case designs within the client file.
Now, the downside is that you probably can't take it with you if you leave the FMO. I haven't really looked into it completely since I would rather pay some reasonable amount and feel free to leave.
But I think this may be a trend. FMOs are always looking for ways to keep their big producers from jumping ship -proprietary products being an example.
Be careful with that - not only might you not be able to take it with you, but they might keep your data. Take a look at the contract to see what it says.
I didn't want to come across as paranoid, but that thought did cross my mind. I would hate to leave a CRM behind that had all my client info in one tidy place -especially the personal notes about client meetings, temperaments, and so on.
Speaking of client temperaments, a nifty app for iPads that I have been playing with does a visual of a table with the clients around it. It allows you to flag each participant with color clues as to whether they are against, for or neutral on what you are presenting. Then you can do internal notes on the clients or other participants. For example, if Mom and Pop bring in their CPA son, probably Mom will be green (for), Pop will be yellow (neutral) and the CPA will be red (against).
It is called Meeting Mapper and can be found at the iTunes store. I happened to get it for free -don't know if it still is or not.
That client temperaments app sounds kind of weird.
Are they talking about websites or CRM's? You can get a CRM for much less than 24.95/29.95 per mo. Xopaa above looks pretty good at $17 per mo for Basic pkg.