I work at a small (11 people) financial services startup. We'd like to keep track of people we interact with and of the interactions in a centralized tool, and have found nothing that fits the bill so far.
What we'd like is to be able to : - gather contact information (name, email, phone, etc.) - track interactions for contacts we know "well" (email, meetings, phone calls) - filter contacts based on qualitative information we've entered (activity, location, etc.) - export information (full databse sync with gmail and Vcard / csv export for filtered lists).
Anything I've found so far is very sales-oriented (all tools that call themselves CRMs suffer from this) or lacks the interaction tracking (FullContact, Pobuca).
If anyone can point me to a solution I'd be more than grateful !