Seeking Customer Management Software

[Mdome]

Hello Everyone,

Am a new member here but have been a "lurker" for some time. Great resource here, much appreciated.

I was wondering if someone could help me track down some software for my needs.

I've been searching via Google for the past few hours for some customer management software.

Specifically, I need an application that will allow me to create customer files/accounts - each with customer information (e.g. Name, DOB, address, telephone etc.) as well as the following:

1) Add notes to the customer file.
2) To set statuses on each customer (e.g. New, Pending, Processed, Archived) and be able to see a list of each (view "pending customers", "processed customers" etc.)
3) To set "reminders" on each account/file so I am alerted of the customer file when X amount of time has passed.
4) Preferably have some sort of log within each file, list format, to show what has happened to the file (though this isn't vital).

I'd also like the ability to create custom fields in/on each file.

I appreciate this could be done using MS Access, Excel or something like Sage but I don't have much experience with these applications so I was wondering if anyone know of any software that already offers the functionality I am looking for.

If someone could help me with this I'd appreciate it.

Thanks,

Mark

 

[webhostuk]

Hello,

You can also check WHMCS and Visionhelpdesk might be useful to you.

 

[Mdome]

Thanks for the response webhostuk. Perhaps I should have been a bit more specific.

This is not for web hosting and it would need to be a desktop solution. It is for managing around 100 clients for a consultancy firm. I am looking for a solution where I can create an account per client and use this to manage when they need to be contacted (schedule/reminders), store notes for them, generally log all activity with them. I also do not need to include any invoice tracking or billing.

Thanks

 

[anditucker]

Are you looking to develop new software according to your requirements? If yes then i can help you out we have dedicated team of software developer who are working in the Asp.Net technology. Rest of the thing i will PM you for better understanding?

 

[amphis software]

Hi Mark

I think our Amphis Customer product is very suited to what you are looking for.

It is desktop based and handles customer details, notes, customer history, documents, custom fields, reminders etc.

(It can also do a lot more eg quotes and invoices, custom reports, integrate with Outlook etc)

Please see the link below to our web site or download a free 30 day trial from here http://www.amphis-software.com/customer/download/amphiscustomer.msi

the price is £99+Vat for a single user and customer data can also be shared between multiple PCs on a network if required.

please PM me if you have any questions.

regards

Tom

 

[leemason]

I'd suggest something more like a CRM package. Have a look at SugarCRM or Vtiger.

They are both open source and highly capable packages. If you have a look at the Vtiger web site they have Windows and Linux download packages and Outlook/Office/Thunderbird plugins: http://www.vtiger.com/index.php?option=com_content&task=view&id=30&Itemid=57

 

[Ron Mahoney]

Mark,

Some good suggestions above, the one question I'd ask about any CRM package is "do I have to shoehorn my business into the way the software operates - or do I want something that works for my business.

We provide custom designed CRM & SaaS solutions that offer full end-to-end business solutions and certainly provide the four key aims you list above.

Please feel free to drop me a PM and I'll see if we haven't already got a demo in your sector that you can have a look at.

Kind regards

Ron