What Business Software do you use to track clients? REVOTE!

What Business Software do you use to track clients?


  • Total voters
    54

bob vawter

Grassy Knoller
Joined
Sep 15, 2007
Messages
43,810
Location
La La Land
Name
bob vawter
Re: What Business Software do you use to track clients?

MyMail... that Shawn F turrnt me onto is the best.....more than enough fields to accomodate all my needs yet is so simple even i can do it!
 

XTREME1

RIP
Joined
Nov 13, 2006
Messages
9,681
Location
Ma
Name
Greg Crowley
Re: What Business Software do you use to track clients?

Notebooks
 

LeeCory

Member
Joined
Feb 20, 2007
Messages
581
Re: What Business Software do you use to track clients?

I use Camelot Professional version and like it. I think it should be less expensive however.


I also hear many are using a "cracked" version of Cha Ching. They are emailing each other the little piece of software that prevents the trial version from ever expiring... However I bet nobody would ever admit they were using stolen software... lol

P.S. Yes I have the crack, but no I cannot forward it on to you without Steves permission... :)
 

WISE

Member
Joined
Oct 9, 2006
Messages
627
Re: What Business Software do you use to track clients?

ACT!

WISE
 

Wayne Miller

Member
Joined
Nov 7, 2007
Messages
597
Location
Maryland
Name
Wayne Miller
Re: What Business Software do you use to track clients?

ChaChing for scheduling, QB's for the financial stuff.
 

Jeremy

Member
Joined
Oct 9, 2006
Messages
3,720
Location
Indiana
Name
Jeremy
Re: What Business Software do you use to track clients?

Cha Ching & Star Office
 

hogjowl

Idiot™
Joined
Oct 7, 2006
Messages
48,185
Location
Prattville, Alabama
Re: What Business Software do you use to track clients?

Mikey is simply trolling for a free software package from ... anyone.
 

Shorty

RIP
Joined
Nov 8, 2006
Messages
5,111
Location
Cairns
Name
Shorty Glanville
Re: What Business Software do you use to track clients?

Quickbooks for the accounting in conjunction with Quickbooks Customer Manager.

My QB Small Business is ready to be upgraded, I upgrade every second time rather than every time.

Very friendly to use, never could get both my heads around Mind Yer Own Business.

Customer Manager does everything I need without being too top heavy with info.

I only need to put in what I want to.



Ooroo :?
 

Royal Man

Member
Joined
Oct 8, 2006
Messages
4,989
Location
Lincoln NE
Name
Dave Yoakum
Re: What Business Software do you use to track clients?

I use, the final answer which is a early version of cha-ching.
 

Jeff Madsen

Supportive Member
Joined
Dec 16, 2006
Messages
345
Location
Lincoln, NE
Name
Jeff Madsen
Re: What Business Software do you use to track clients?

Quickbooks and ACT are a hard combo to beat.
 

DUSTY

Member
Joined
Jan 7, 2007
Messages
162
Re: What Business Software do you use to track clients?

we use profit-master. i don't recommend it as it is old, expensive, outdated and the worst customer service imaginable.

unfortunatly it is the only software that can effectively manage a rug operation.
 

DRScrivner

Member
Joined
Apr 20, 2007
Messages
385
Re: What Business Software do you use to track clients?

QB's for financials. Maximizer for Client Contact Info.

In Feb, 09 I will be upgrading to a BlackBerry which can run a version of Maximizer so I can have and enter all Client info at anytime. I am hoping that I can then hook up Bluetooth to the laptop with Maximizer which then seamlessly imports the client info into QB's- without any additional effort.
 

The Great Oz

Member
Joined
Nov 25, 2006
Messages
5,277
Location
seattle
Name
bryan
Proprietary program written for our business. There were no programs that did what we needed when we needed them, and there still is no software that can do what we need even with tweaks. It's pretty irritating to need code written for every change, and it won't do simple things that every over the counter program does, but it works.
 

boazcan

Member
Joined
Jan 11, 2007
Messages
1,522
Location
Tampa Bay/Central Florida
Name
Bryan C
We use Salesforce.com for our commercial customers. Mainly for tracking our marketing efforts to each prospect. Pretty cool. Way more stuff to learn than possible.
 

John Watson

Member
Joined
Oct 7, 2006
Messages
2,885
We are still using CCS Carpet Cleaners Software, Don Holy had Marathon Data systems write this program for him in about 84-5, He tried selling it himself the first few years. About 89 Marathon got it back and started marketing it them selfs. 2000 was their last edition, Now they lease a program to you for so much a month.

We are stuck because we can't transfor our coutomer list and data files to another. Pasquel, said he had a way of doing it but we never did connect
 
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Desk Jockey

Member
Joined
Oct 9, 2006
Messages
64,833
Location
A planet far far away
Name
Rico Suave
Camelot for cleaning customers, Act for marketing contacts, QB for da money.


We also have Exactimate & Bluebook for estimating and use CarCare for vehicle & TM maintenance and history.
 

Rob Lyon

Member
Joined
Oct 18, 2006
Messages
657
Location
Northeast Pa
Name
Rob Lyon
Quickbooks For The Financials/ QB Customer Manager 08, IT"S AWESOME AND SIMPLE!!

Great Calander Set Uo As Well!!
 

Rob Lyon

Member
Joined
Oct 18, 2006
Messages
657
Location
Northeast Pa
Name
Rob Lyon
2008 is ALOT different than the older versions!!
Sorry You had a bad experience, my wife and I love how simple it is!!
 

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