How Do You Keep Track Of Your Clients?
How do you keep track of all the stuff you have to do for your clients? Things like when each client should be sent a bill (if not done automatically)? Simply marking a calendar? Any particular applications you use to manage you client information and reminders (as opposed to project management software)?
taff posted this at 21:22 — 9th June 2003.
They have: 956 posts
Joined: Jun 2001
Actually, for both project management and client management, I get by pretty well with Outlook and some custom Excel workbooks that have taken shape over the last few years. I've experimented with various apps and frankly find them overkill.
Of course, I also rely heavily on a big pad of graph paper and a cup full of sharp'n'pointy pencils .
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kb posted this at 21:32 — 9th June 2003.
He has: 1,380 posts
Joined: Feb 2002
i use excel to keep track of many things, and macro's arent even needed. simple built-in excel functions do the trick, you just have to put them together right.
Suzanne posted this at 01:04 — 10th June 2003.
She has: 5,507 posts
Joined: Feb 2000
I use iWork and Quickbooks.
taff posted this at 10:55 — 10th June 2003.
They have: 956 posts
Joined: Jun 2001
Sorry, I wasn't firing on all cylinders last night - I also have MS Money in the mix. If you're starting from scratch, go Quickbooks but I'd been using MS Money for quite some time and have been too lazy to make the transition. I really only use this to integrate the cash into my financial blooodstream and to track expenses.
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cader posted this at 17:28 — 14th June 2003.
They have: 30 posts
Joined: May 2003
I use Modernbill , its a kool prgram which Bills the customer , send invoices , creates hosting accounts and many more
Cader
ROB posted this at 05:40 — 19th June 2003.
They have: 447 posts
Joined: Oct 1999
oh jeez, here's my system: when i'm broke i desperately scan my emails for clients who havnt paid yet. I should hire someone or something....
hostdog posted this at 00:25 — 20th June 2003.
They have: 36 posts
Joined: Jan 2003
Spreadsheets =)
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