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Do you use a client tracking software? (CRM)

Discussion in 'BlackHat Lounge' started by 67731, Aug 27, 2012.

  1. 67731

    67731 Regular Member

    Joined:
    Aug 27, 2011
    Messages:
    231
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    Occupation:
    SEO TECH - Looking to work for myself. . .
    Location:
    Las Vegas NV
    Thinking of getting/installing a client tracking software so as things grow I can keep track of simple things like.

    • When the end of a contract is
    • Who owes me money
    • Keep notes on when and what was said with a client
    • Maybe have auto emails sent trying to upsale or get back old clients
    • Keep track of client information
    • keep track of the service they have paid for
    • What ever I am missing. :)

    Does anyone here use software for this and if so, what is a good free one?

    I would also like to look in to something that I could use on my web server so that I can login from anywhere in the world and do some work.
     
  2. 67731

    67731 Regular Member

    Joined:
    Aug 27, 2011
    Messages:
    231
    Likes Received:
    47
    Occupation:
    SEO TECH - Looking to work for myself. . .
    Location:
    Las Vegas NV
    In case anyone else is looking for this I have seen wp-client but have not tried it yet.