I am looking for the ability to
1. Tag existing connections 2. See my connections by location (eg. If I am visiting New York,I can reach out to some of my connections there) 3. Track when I last connected with someone (through my calendar appointments)
Within a day of using Salesforce, even though I hadn’t fully set it up yet, I had a wave of relief wash over me. Just seeing names, data, events, etc put in the system took out a lot of unconscious anxiety I had in my mind about managing my relationships.
Yes it’s not perfect, yes it’s a little bit of enterprise overkill, but it works and I know it’s going to be around.
MonicaHQ has better features I think (don’t think it has a mobile app though since it’s written in PHP), but how you manage your contacts is a huge life spanning project. I hate to play the typical “enterprise software” card here, but you really want to make sure it’s going to be around a long time, not to mention secure.
Disclaimer: No association other than happy paying user