Wave is an iOS app, and a web interface
www.waveapp.com

ZenDesk are a suite of apps which can be downloaded individually depending on need. I do not know if they have a web portal, but suspect they do. Try
www.zendesk.com

I do all my work on iOS, iPadOS, and Android. So, I have no idea if there are Mac and / or Windows apps.

Kind regards,

David Chittenden, MSc, MRCAA



On 25 June 2020 12:10:47 John Panarese <[email protected]> wrote:

Hi David,
Thank you for the info. Is this a web interface application or is there a Mac app that one can download?


Take Care

John D. Panarese
Director
Mac for the Blind
Tel, (631) 724-4479
Email, [email protected]
Website, http://www.macfortheblind.com

APPLE CERTIFIED SUPPORT PROFESSIONAL and Trainer

AUTHORIZED APPLE STORE BUSINESS AFFILIATE

MAC and iOS VOICEOVER TRAINING AND SUPPORT




On Jun 24, 2020, at 6:48 PM, David Chittenden <[email protected]> wrote:

I use wave for invoicing and account tracking. I am not able to schedule appointments with it. Also, it only uses increasing numbers for invoices. That said, it is quite usable. And, it is free unless one uses it for credit card payments. Those are charged at a low rate. I am using Stripe for my online credit card processing.

As for my scheduling, I am currently using Google calendar.

If one is ready to pay for CRM, one might try ZenDesk. They have several apps which work together to be a customisable solution. I do not know about the accessibility.

I tryed Rounded, but it was not very accessible, so I would avoid that one.

Kind regards,

David Chittenden, MSc, MRCAA


On 25 June 2020 04:58:21 John Panarese <[email protected]> wrote:

Hi everyone,
Does anyone know of a CRM package for the Mac or iOS that is accessible with VoiceOver. This would be for free lance people who need to schedule invoices and keep track of their business easily. I have a client looking for an accessible package and though I found an app called, Bonzai, the interface on the Mac is really crappy. Any suggestions would be appreciated.

Take Care

John D. Panarese
Director
Mac for the Blind
Tel, (631) 724-4479
Email, [email protected]
Website, http://www.macfortheblind.com <http://www.macfortheblind.com/>
APPLE CERTIFIED SUPPORT PROFESSIONAL and Trainer

AUTHORIZED APPLE STORE BUSINESS AFFILIATE

MAC and iOS VOICEOVER TRAINING AND SUPPORT



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