Hi all I am new to this forum. My husband started a small private practice 5 years ago and it is now busier than ever. I have been managing the administrative side of things for just over a year now. We generate our invoices in excel, and send them out on a monthly basis. Lately, things have been slipping through the cracks. I know we need to incorporate CRM software into the business. This is imperative. We were looking into Maximize, as I have used this software at a previous job and the idea of not having to learn a new software really appealed to me. Maximizer is not compatible with Mac, though, and my husband works from a Mac and I work from a PC. What CRM software do you use to keep track of your clients? We need software that will hold client information (name, address, phone number) and will also let us keep notes under each client's name (ie: so and so called in to book an appointment, so and so cancelled appointment last minute, ect). We also need a software that will allow us to generate and send invoices easily, as well as manage appointment times. We currently use ICAL for scheduling. I find it stressful to have to make a decision as to which CRM software to choose. It is a lot of pressure for me. But we are at the point where we can't put this off any longer. I need to just deal with the pressure and make a decision. Any advice/recommendations you can give me would be helpful. Thank you!