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CRM App

    • JeromeR's Avatar
    • JeromeR
    • Elite Rocketeer
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    CRM App

    Posted 18 years 1 month ago
    • I am looking for a way to keep track of all my clients online.
      A few things the app must have:
      • Ability to add theior contact details
      • Dates they became clients
      • Have all their details of their domain, hosting details etc..there..
      • Services I provide for them or package they chose.
      • Ability to invoice them automatically, like a normal hosting company can.
      • Etc...

      I looked at an option called:Client Exec.. www.clientexec.com

      Anyone can point me in the right direction?
    • "A new Image for old Idea"
    • Dan L's Avatar
    • Dan L
    • Elite Rocketeer
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    Re: CRM App

    Posted 18 years 1 month ago
    • stonelotus's Avatar

    Re: CRM App

    Posted 18 years 1 month ago
    • JeromeR's Avatar
    • JeromeR
    • Elite Rocketeer
    • Posts: 511
    • Thanks: 0

    Re: CRM App

    Posted 18 years 1 month ago
    • Thanx Guys,

      Will look into it...

      My question is: How do you guys keep track of your clients and payments and invoices?
      Besides manually..

      I have at least 10+ clients to cater for...
      I pay the Hosting and DOmain name stuff in advance for a year.
      They pay me monthly, quarterly/half yearly or annually.

      Anyway, it's just easier for me to have them logon to my site to get their details and from there I can automatically send them invoices etc....

      Penny for you thoughts..
    • "A new Image for old Idea"

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