1. This site uses cookies. By continuing to use this site, you are agreeing to our use of cookies. Learn More.

Best Software for managing you clients

Discussion in 'Offline Marketing' started by Salto, Dec 28, 2010.

  1. Salto

    Salto Regular Member

    Joined:
    Apr 13, 2010
    Messages:
    307
    Likes Received:
    95
    hey, what software do you guys use for managing your clients? build up a costumer database, create bills.. the whole stuff

    thanks :)
     
  2. Axelz

    Axelz Registered Member

    Joined:
    Feb 19, 2009
    Messages:
    67
    Likes Received:
    31
    I personally use WHMCS. It works nicely as a billing and support platform even without the hosting stuff.
     
  3. corvettespeeder

    corvettespeeder Regular Member

    Joined:
    Aug 19, 2009
    Messages:
    303
    Likes Received:
    15
    Zoho is the best. They even have a free version that works great.
     
  4. goads

    goads Junior Member

    Joined:
    Mar 2, 2010
    Messages:
    164
    Likes Received:
    37
    Occupation:
    SEO
    Location:
    Newport Beach, CA
    Home Page:
    Im interested too. anyone with something specific for SEO? to show rankings, reports, links etc? Ive been compiling all this with several tools.
     
  5. englandrm

    englandrm Senior Member

    Joined:
    Nov 11, 2010
    Messages:
    942
    Likes Received:
    431
    Location:
    Canada
    For SEO I use SEO Powersuite by Link-Assistant. There is a copy in the downloads section, however the rank tracker works poorly on that version. Definitely worth the purchase, they also have a free trial. Produce reports, track ranks, and tons more.
     
    • Thanks Thanks x 1
  6. theolatic

    theolatic Newbie

    Joined:
    May 14, 2009
    Messages:
    13
    Likes Received:
    1
    i use sage act, does the job just fine
     
  7. Catcher

    Catcher Newbie

    Joined:
    Oct 27, 2009
    Messages:
    8
    Likes Received:
    1
    I host my clients on my reseller account with Gator. Integrating Wordpress with WHMCS for the hosting site was a bit of a chore, but the bonus is, it works great for offline client management. (...Frees me up to worry about more productive things, like getting more clients. :) )
     
  8. lickmeloose

    lickmeloose Registered Member

    Joined:
    Apr 16, 2010
    Messages:
    82
    Likes Received:
    13
    freshbooks
     
  9. DrewC

    DrewC Newbie

    Joined:
    Oct 25, 2010
    Messages:
    17
    Likes Received:
    1
    Occupation:
    SEO Expert
    Location:
    Ottawa
    I'm very interested aswell this would be very helpful for me.
     
  10. liquidx

    liquidx Power Member

    Joined:
    Dec 10, 2009
    Messages:
    507
    Likes Received:
    108

    how did you go about doing this im curious
     
  11. perfectpoint

    perfectpoint Junior Member

    Joined:
    Sep 21, 2010
    Messages:
    130
    Likes Received:
    27
    I have made program and software myself to manage a client , so i can meet my custom requirements rather than ready softwares
     
  12. seobizwiz

    seobizwiz Junior Member

    Joined:
    Nov 1, 2010
    Messages:
    183
    Likes Received:
    37
    Occupation:
    Self
    Location:
    California
    I use SEO Powersuite with another crm tool that you can customize your fields that way you want.. trackvia, I kinda use them together
     
  13. testeee

    testeee Registered Member

    Joined:
    Mar 2, 2010
    Messages:
    57
    Likes Received:
    31
    I use Open Atrium for tickets and project management and host them on my VPS with Aegir (google it) as I do drupal sites. bill with simple invoice.
     
  14. hamd01

    hamd01 Jr. VIP Jr. VIP Premium Member

    Joined:
    Mar 29, 2010
    Messages:
    560
    Likes Received:
    127
    I cannot speak highly enough of simple invoices. There is a demo to test here;

    http://www.simpleinvoices.org/demo/

    It is brilliant. It manages customers, payments, sending invoices, creating recouring invoices tracking sales....it takes 5 minutes to install and its 100% free and has a superb support forum.

    It even creates pdf invoices, and with a few lines of code you can get it to add paypal links to invoices so that customers can click on the link and pay you from PP.
     
  15. TapTapper

    TapTapper Junior Member

    Joined:
    Apr 15, 2009
    Messages:
    163
    Likes Received:
    138
    Occupation:
    coder, webstore mangler
    Location:
    US
    Home Page:
    phpCOIN is in most Fantastico packages. Amazing software for billing etc
     
  16. luckyonelr

    luckyonelr Newbie

    Joined:
    Jan 4, 2011
    Messages:
    30
    Likes Received:
    3
    Location:
    The South
    Wow. Nice tip.
     
  17. luckyonelr

    luckyonelr Newbie

    Joined:
    Jan 4, 2011
    Messages:
    30
    Likes Received:
    3
    Location:
    The South
    Quickbooks Pro
     
  18. black dog

    black dog Newbie

    Joined:
    Jan 10, 2011
    Messages:
    8
    Likes Received:
    3
    For WordPress

    RoloPress
     
  19. chris456

    chris456 Regular Member

    Joined:
    May 17, 2010
    Messages:
    281
    Likes Received:
    567
    If you want something very personalized , try Zootsoftware ,


    Code:
    http://www.zootsoftware.com/

    You can try new BETA version for 3 month(full - no limits):
    Code:
    http://www.zootsoftware.com/Downloads/z6.htm
    
    I have purchased it because it is really the best tool I have ever had for my data.( costs 99$ I think)
    database software where you can use their powerful filters to manage everything , there's a build email client etc , it has many functions , very hard to learn , but when you learn you can do everything .