In addition to the conversation posted recently on this topic, what are some free sources for Client management. As soon as the business gets bigger, I will consider pricer and full service software solutions.
Hello all!! I appreciate your time in considering this topic.
My business is growing fast. I need to manage my client/customer/contacts better. What (free) options do I have out there to organize this list. All together I have roughly 2000 contacts that I want to manage in an easy-to-use, accessible database. I want to track and be able to search by Company, Name, E-mail Address, how I do business with them, etc.
Right now, my only form of consolidation are random excel spreadsheets full of over-lapping contacts or incomplete contacts. I want to set myself up on the right track before it gets too messy.
Help! Any suggestions or free software options? Thank you for your suggestions and time.