For me, the ability to have contacts directly linked with tasks/notes is a MUST. This software doesn't appear to, but rather has a "iCal-like" approach to tasks.
Just as a quick update- I've been using Highrise and I have to say that overall, I'm VERY happy. True, it doesn't have the reporting features of ACT! but I never used those anyway. (I would have used them in the form that Redlien had them in, but that story's over.)
Things I LOVE about Highrise so far:
- nice, CLEAN, user-friendly, logical, BEAUTIFULLY SIMPLE WEB 2.0 INTERFACE
- I can use it on my Mac OR PC because it's a web app
- fairly active development team (about 1 new feature every 3 weeks)
- the plan I'm on right now is FREE! (and it's really all I need at the moment)
It also meets my primary criteria for a CRM:
- logical workflow centered around task completion and follow-up creation
- tasks linked to contacts- easy interaction between them
- mobile access (I'm trying out a couple of 3rd party mobile solutions for my Treo (mobile web)).
By this point I must have tried (at least "clicked around") 20+ apps and visited the sites of another 20; prices ranging from free to $125/mo. Though I'm giving up some "features" with Highrise, it's got the one feature that REALLY matters- USABILITY. I actually WANT to look at and use the thing every day. (And you can't beat the price either.) There are also some really cool collaboration features for those working with at team.
Here are some links:
Mobile Highrise apps:
My personal Google Notebook on every app I researched (a good list of links to apps if nothing else)http://www.google.com/notebook/publi...YXIwoQ9s_RlP8i
Hope this helps!