categorization / tagging is the most important thing to me
I want to see all of the contacts with a certain tag/group. This seems easy enough with the native contacts “group” functionality.
When I’m in a specific contact, I want to see all of the tags associated with that contacts. It seems crazy that the native contacts app cannot do this (or I haven’t figured out how to do this), so I’m leaning towards BusyContacts
I’m happy with either iOS or Mac apps.
I have no need to send group emails/messages to these people.
I have about 1500 contacts that I’m trying to manage.
It uses the native contacts, and turns Mac/iOS groups into tags. You can view all the tags for a given contact within their card, and also build Smart Groups around tags and other filters. Everything syncs to Mac and iOS version.
I gave up on BusyContacts. I used it as a secondary app for complex searches and filters, even though I didn’t like looking at it on the reg. I quit it completely after it lost contacts/data a few times. YMMV.
There are Mac and iOS versions (separate purchases), I have both. There’s also a subscription which may interest some but that’s not what I need.
I’ve found it to be intuitive and have not experienced problems with it (keeping things synced or otherwise). It just works!
There’s something almost magical about being able to refer to past conversations and have the critical documents easily accessible without fumbling or delay.
I wrote some more on it here
If there’s better CRM software anywhere close to this price point, I haven’t seen it.