In this episode, I'll answer the question "What are the best Mac apps and web services to manage client relationships effectively?"
A full transcript is available at macpreneur.com/episode83
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Highlights:
00:00 Teaser
00:40 Managing Customer Relationships is hard
01:34 The 4 things to look for in a potential CRM
02:45 2 by 2 matrix to classify CRM solutions
03:45 Dedicated Mac apps: Contacts, Mail, Notes, Reminders
07:27 Pros and cons of separate Mac apps
08:03 All-in-one Mac app: Daylite CRM
09:12 Pros and cons of Daylite
11:26 Dedicated web services
11:49 Podio
12:58 ConvertKit
14:11 Google Workspace
15:24 Todoist
16:29 Zapier
17:23 Pros and cons of dedicated web services
18:07 All-in-one web services
19:22 Pros and cons of all-in-one web services
21:00 One more thing
22:22 Recap
23:02 360° Tech Diagnostic Service
23:46 Next and outro
#Productivity #Solopreneur #Mac
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