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Client database

Client database

Client database

I will be sending out Christmas cards this year to existing as well as possible clients.  I've got addresses and telephone numbers in Outlook, on buisness cards and on cocktail napkins.  

I need a client database.  I'm planning on throwing one together in Access but I thought I would ask the group if you all have any "off the shelf" client management software that you use?  

Robert Billings

RE: Client database

Excell works pretty good for me??!!  Access is good.  

There are a number of sales tracking programs out there.. if you want to delve into them.  But if you have say less than 100 clients -- KISS -- keep it simple stupid ( or sweetheart if talking to your wife )

RE: Client database

Look into ACT! 2009 by Sage.

Depending on your method/style of bookkeeping, you can integrate client tracking, sales status, manage contacts with your accounting ledger.

Even better, the database is kept in .sql format.  .sql data is .sql data, regardless of the software being to mine it.

RE: Client database

I used Outlook last year and it worked great.


RE: Client database

Might as well get it all into Outlook.  Once it is there, it can be exported and migrated to just about any other database.

RE: Client database

Cool.  I've already have most of my contacts in Outlook...This is promising.  Thank you.

RE: Client database

I ended up using Excel.  I had two older excel spreadsheets with clients and potential clients.  I added the contents of my outlook folder by exporting to a csv file and importing.

It works, it is just not very functional.  BTW, my number of new website hits almost matched the number of cards sent.    

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