Using #Orgmode and org-agenda for prospecting clients has been quite fun for me.
Each client has a "rich" org file where I set reminders and todo actions. Then, when after a call, my only rule is to set a todo action so that I'm forced to come back to the file at some point.
Files are regularly and automatically commited to a git repo (just in case).
I haven't yet found a great way to sync Orgly with the files. Tried pcloud, but the syncing is not that great. To be continued!
Mamot.fr est une serveur Mastodon francophone, géré par La Quadrature du Net.