Organizing my emails in Outlook is simple. Every client has a separate folder and I use the Outlook wizard to create rules so important emails don’t get caught in a spam filter or get neglected. This helps to keep my inbox free from clutter and more manageable.
What isn’t simple, is trying to organize my contacts. In fact, I’ve been searching for a contact management software that would enable me to do these three things:
- Utilize tags to organize contacts
- Create targeted email lists
- Track conversations easily
Friends and colleagues suggested that I create an excel database or create groups in my Gmail account. Unfortunately, both suggestions wouldn’t allow me to use tags to group contacts together. Plus, tracking conversations in excel is tedious.
Fortunately, I came across Chris Brogan’s post on BatchBook.com and was floored with his review. The BatchBook features met all of my needs. I could organize contacts with tags, generate instant email lists, and track conversations instantly. My favorite features were the ability to add photos and create custom contact fields. Their plans were affordable too. In fact, I signed up for the Baby Blue account to test the waters. If I decide that I need to increase the amount of storage, users, contacts, or SuperTags – I can always upgrade later.
In the end, BatchBook was the solution to my problem. If you’re looking for a robust contact management application, I suggest you take a look at BatchBook. Below is a full breakout of features that they have to offer.
(Photo Credit: BatchBlue.com)