I have–as a lot of people know–been searching high and low for a workable CRM for my business. I miss desperately the easy fun that was ACT 6.0, and hated every version after that.

I tried Highrise, but it lacked “activity serieses” at the time, schedule once, do often.   I tried HEAP, and while it has suitable features, a great developer and a good ethos, the interface was not one I could think of.

Infusionsoft was an utter rip-off.  Staffed by the same types that brought Option Arms to all of the west with nonchalance, Infusionsoft was expensive, it has a bad interface, and worst of all, you have to adopt to it.  In 20 months of being self employed, Infusionsoft was the only thing that made me feel like somebody’s bitch.  The sales staff lied about its capacity “out of the box,” and the employees that ran it wanted to teach me something about being an entreprenuer, condescendingly selling me coaching.

Still, I think that the $700 I spent was worth it just to learn some slight of hand.  The marketing was so good, so emotionally connecting that I believed, despite evidence to the contrary that they cared.   So, the lesson learned was hire a copywriter so good that you feel happy to have been ripped off, and hopeful despite evidence to the contrary.

I’ve been playing with a lot of membership site software.  And, on Twitter, a tweet about WP-Wishlist got a clever guy following me, the developer of a piece of software called Digital Access Pass. DAP is not without its flaws.  It’s not yet perfect.   But, the structure and the thought behind it is, and it’s going to power a large bit of my customer service for the foreseeable future.

Dap sees things as “product” oriented.  Each product has a group of files and emails that are sequentially released to the customer at an arbitrary interval.  Day 1, email one, file one.  Day 2, email 2, file two.  Etc.

I emailed Ravi, and suggested one feature: that the “emails” that go out can be sent to an arbitrary address, defined on each Read more