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\r\n how do you track customers?\r\n
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\r\n I pondered using Excel, then I thought I`d look into free CMS`s/CMR`s, I found a few that looked nice. And I signed up for Bitrix24, but after playing with it. I realize it does way more than I need, and doesn`t seem best suited for what I`m after. Here`s what I want to be able to do. Put a customers info in, and any time I do a detail for them I can enter it. And search and find people and jobs I`ve done. Pretty basic, I could build a database in Access, but it`s been like 15 years since I`ve touched it. Tried last night and I forgot most of what I knew. I`m not looking at something to do invoicing or billing or anything like that. Is there anything simple that`s not expensive, or requires $25-100 a month to use? I`m trying to be more organized this time around. If I had this in place a few years ago when I detailed, I could call all the people back and let them know I`m back in town. But now I don`t even have any names or numbers so I`m starting over
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\nDetailers tend to be OCD/meticulous so I`m guessing someone here knows the software I`m after.\r\n
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pd[2161535] = '\r\n
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\r\n Re: how do you track customers?\r\n
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http://Www.gonzodetailing.com
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\nAnything in life worth doing is worth over doing, moderation is for cowards\r\n\r\n
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Stokdgs thanked for this post\r\n \r\n
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pd[2161536] = '\r\n
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\r\n Re: how do you track customers?\r\n
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\r\n WOOOO nice! And only 5 bucks? I thank you!\r\n
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\r\n Re: how do you track customers?\r\n
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\r\n I was looking at the reviews on the app store, like 15 people and all but one hated it 
It`s only $5 so I probably should try it any ways, but the blows if it`s not very good because it`s almost exactly what I`m after.\r\n
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\r\n I was thinking something like this...
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\r\n Re: how do you track customers?\r\n
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\r\n Why not just use something like Evernote? Notebook for customers and one note for each customer. Free too.\r\n
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\r\n What are you using for a point of sale? Ive been using Square for years and it gives me everything I need. I input all of my customers, create appointments (with automatic email and text reminders for them), create invoices for their appointments, a log is kept of their visits, what they spent, what services, everything. Best part is its all basically free unless you use it for credit/debit card processing (which costs a small fee no matter where you go). They also have marketing tools that allow you to send marketing emails and messages. This costs a little bit but keeps me in touch with ALL of my clients if I offer new services or sales.
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\nWow that sounds like a sales pitch... Square has been great though. Makes my life wayyyy easier, especially now that im booking 2-3 appointments a day and im constantly about 3 weeks out on availability\r\n
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// next/previous post info
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pn[2161535] = "2161533,2161536";
pn[2161536] = "2161535,2161579";
pn[2161579] = "2161536,2161582";
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pn[2161714] = "2161593,2161533";
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pu[101268] = "rlmccarty2000";
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// -->
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07-05-2019,�03:33 AM
#1
how do you track customers?
I pondered using Excel, then I thought I`d look into free CMS`s/CMR`s, I found a few that looked nice. And I signed up for Bitrix24, but after playing with it. I realize it does way more than I need, and doesn`t seem best suited for what I`m after. Here`s what I want to be able to do. Put a customers info in, and any time I do a detail for them I can enter it. And search and find people and jobs I`ve done. Pretty basic, I could build a database in Access, but it`s been like 15 years since I`ve touched it. Tried last night and I forgot most of what I knew. I`m not looking at something to do invoicing or billing or anything like that. Is there anything simple that`s not expensive, or requires $25-100 a month to use? I`m trying to be more organized this time around. If I had this in place a few years ago when I detailed, I could call all the people back and let them know I`m back in town. But now I don`t even have any names or numbers so I`m starting over
Detailers tend to be OCD/meticulous so I`m guessing someone here knows the software I`m after.
�
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