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client databse type software

This is a discussion on client databse type software within the Business Talk forums, part of the Business Discussion category; Can you recommend something to help keep me organized with keeping up with my clients info....

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client databse type software - 03-05-2009, 07:06 PM


Can you recommend something to help keep me organized with keeping up with my clients info.

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03-05-2009, 07:13 PM


MS Access is easy to use and you may already have it on your computer.
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03-05-2009, 07:56 PM


Thanks April for reading my mind and asking the question...Thanks Holly for the answer. I have already gotten all my contacts on Access...it was so easy, it scared me!!!

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03-06-2009, 03:31 PM


Quicken Home & Business also has room for client databases. It's real easy when integrating invoices, etc.
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03-06-2009, 03:53 PM


Never used it, but know many 'sales' type people used either ACT or Goldmine....that was years ago so not sure if they are still relevant. MS Outlook's address book also allows for a lot of data entry.
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03-06-2009, 04:08 PM


Quote:
Originally Posted by HotHolly View Post
MS Access is easy to use and you may already have it on your computer.
Great program...I wrote my own application on it when I was in the gun biz...At the end I had recorded about 23,000 customers and over 14,000 gun transactions...It did layaways and invoices as well...It's on the "Truckman Recommends" list......Ben

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03-06-2009, 04:10 PM


I use MS Outlook for all of my stuff. I have a Contact Folder labed: DBP (Donna Beard Photography) and I put all contacts that are related to that, in that folder. I use it for merging labels, christmas cards, etc.

It's user friendly, and I can export to an excel spreadsheet if I want to do something with the data.

I also use Outlook to manage my schedule, for task reminders.

To give you an idea - I was contacted by a mom about a senior shoot. I opened up a new task - with her name, and put all her contact info in that she gave me. I put the scheduled shoot on my calendar - which syncs with my phone.

I use it to 'remind' me of all I need to do. Edit, arrange viewing, follow up on prints, send thank you, etc.

It is IDEAL..

Cajungaltx added 1 Minutes and 15 Seconds later...Double Post Merged Below

Quote:
Originally Posted by hotshot38 View Post
Never used it, but know many 'sales' type people used either ACT or Goldmine....that was years ago so not sure if they are still relevant. MS Outlook's address book also allows for a lot of data entry.
My company still uses ACT - PITA program. I hate it. I use Outlook and annoy them all because I have my stuff organized SO much better.

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Last edited by Cajungaltx; 03-06-2009 at 04:11 PM.. Reason: Automerged Doublepost
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03-06-2009, 05:59 PM


Quicken makes a customer Manager pgm for managing contacts. If you later start using Quick books it syncs with it for client info and sales data. The major drawback I had with it is that it does not have birthday info. You can add a birthday field, however, it is seen as text so you cannot use it with any date logic.

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03-06-2009, 07:11 PM


FileMaker Pro.....
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03-06-2009, 08:42 PM


We use Successware for the studio.

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03-06-2009, 09:15 PM


+1 for ACT
-1 for GoldMine
+0.5 for Micosoft Business Contact Manager (if you can still find it).

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