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Mac OS X  |  Business / Productivity  |  Database  |  Redlien Account Executive

Redlien Account Executive

Redlien Account Executive - 1.3.4

sales contact relationship manager

All Time: (3.1)
Version 1.3.4: (2.3)
Selected Version: 1.3.4
Release Date: 2005-05-03
License: Update
Downloads (version 1.3.4): 1,216
Downloads (all versions): 126
Price: $89.99

Information Related to Version:

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Product Description:

Redlien Account Executive is a powerful and easy-to-use full-featured sales and contact management (SCM / CRM) application, built exclusively for Apple Macintosh OS X.

Redlien Account Executive allows you to manage all aspects of your sales and account workflow, from keeping track of your daily sales calls and tasks to scheduling events, tracking your sales opportunities, attachments, meeting notes and more... all with an easy-to-use and intuitive user interface.


Packed with features, Redlien Account Executive is the CRM of choice for Mac OSX. Built with flexibility, customization and ease-of-use, RAE allows you to:

  • Manage your contact data with over 60 unique and customizable fields
  • Create and manage your sales opportunities with multiple products and services
  • Record all of your phone calls, meeting notes, emails and other interactions with your contacts.
  • Redlien Account Executive's innovative Dashboard provides users an "at-a-glance" update on the status of their contact database, opportunities, best-selling products and more.
  • Create a system-wide and contact-specific product catalog w/ multiple price and quantity points.
  • Track revenue and profit within your contact database
  • Integrates with Apple's Address Book and iCal
  • Powerful Search and filtering ability allows you to find what you're looking for easily

Redlien Account Executive allows you to import your contacts directly from Address Book, as well as any text-delimited file exported from applications like ACT!, Daylite, NOW! Contact and many others. With synchronization support of iCal and Address Book, Redlien Account Executive also allows you to use iSync to take your data with you on your Palm device, iPod, phone or any iSync capable device.

What's new in this version:

Version 1.3.4 adds improved 10.4 Tiger compatibility and fixes some minor bugs.

Operating System Requirements:

This product is designed to run on the following operating systems:

  • Mac OS X 10.4 PPC
  • Mac OS X 10.3.9
  • Mac OS X 10.3
  • Mac OS X 10.2

Additional Requirements:

  • Mac OS X 10.2 or higher

Screenshots:

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Feedback Summary:

Version 1.3.4:
Overall Rating: (2.3) Features: (3.3) Support: (1.7)
Ease of Use: (3.3) Quality / Stability: (3.0) Price: (3.0)
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Redlien Account Executive ReviewNew Version - Fantastic Improvements - Version: 1.5.2, 11/1/2005 03:44PM PST

(1 of 1 users found this comment useful)

fish1000
Many changes to this new version. I am impressed with the speed of the new OpenBase system for fast access to all of my data. Great new interface. Very easy to get used to. Nice 'graphic' look as well. These guys have been working hard, and it's going to pay off!! Fantastic. If you need a program to accurately manage all contact info, emails, pdf's, the works...you won't be disappointed. Any past short-comings of previous versions are forgiven with this update. Everything installs easily. Upgrading from previous version was also easy. Even the pdf manual has been better put together for easy walkthrough for first timers.
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Redlien Account Executive ReviewWhat it doesn't do - Version: 1.3.4, 9/10/2005 11:52AM PST

fish1000
It tracks client info, but it is not trustworthy of my business. A warning to those who plan on using it with any integration with iCal or a Palm device. IT JUST DOES NOT WORK. RAE will not syncronize to iCal, or iCal to RAE. Any information scheduled within RAE will temporarily show up in iCal, however, it will disappear when you iSync, or close and re-open iCal and try and add new data. This makes iCal and a Palm pilot very obsolete. I use my Palm extensively for making appointments on the road. I have found it very upsetting to lose my dates for any appointments scheduled by my Palm and dumped into iCal, where it is later 'removed' after having to re-input my appointments into RAE. (Does anyone like doing things twice?) Any new scheduled events done within RAE are placed into iCal and the entire iCalendar is simultaneously deleted upon doing an iSync to my computer and palm. Uploading info from iCal does not work!!! There is a 'sync to iCal' within RAE, but it does nothing. I have contacted RAE through email MANY times, but have never heard a single response back from them. I also know that this problem is RAE as I have done a clean install of everything, including latest versions of Palm Desktop Software 4.1, iSync 1.5, iSync conduit 1.2, and iCal 1.5.5. I even opened up a new .Mac account, and tried to publish an iCal after scheduling a bunch of events in RAE. I hit 'publish' and when I went to check my calendar online it informed me that the contents of the file were corrupt and could not be read. Hmmm...nice. RAE writes corrupt info to iCal. I then unPublished the calendar and scheduled some events from only within iCal, published, and everything worked just fine. Apple's own iSync, iCal, and Conduit for my Handspring, is perfect...just not the software I took for granted I paid money for. There are also other bugs in the system such as not being able to attach any kind of file to someone's contact information (i.e, .pdf, jpg, tiff)
This product is not ready for personal or business use. Download the demo, but don't buy.
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Redlien Account Executive ReviewGood CRM - Version: 1.3.4, 9/9/2005 02:16PM PST

(1 of 1 users found this comment useful)

elfw
Switched from Act and Goldmine to RAE. Good interface...and getting better. The company is responsive to my needs, and tends to integrate suggestions well. I can recommend it
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