Windows 10 forum


Looking for a computer program

by kidvicious30 / February 17, 2016 11:42 AM PST


I have a small business servicing office electronics and want to keep things organized.

I want to be able to track the customers services, see when we serviced the machine, what we did to it, where we got the parts for the machine (if it needed any), and I want to be able to be able recall the customers information immediately. I don't want to comb thru all their history of purchases to find something.

I have quickbooks 2015, but it doesn't do deep enough in tracking the customers info.

Please let me know when you get a chance.


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All Answers

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That's what folk call CRM
by R. Proffitt Forum moderator / February 17, 2016 11:55 AM PST

"Customer relationship management (CRM) is a term that refers to practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle," (from the web)

There are so many CRMs today that you will want your CIO or COO to do the research on which to deploy.

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Why not use a PIM
by stryvya / February 20, 2016 12:19 AM PST

Why not use a Personal Information Manager like this one:-

Remember this is only as good as what you put into it and will require a few changes ( Custom Fields,etc.) to get what you want back out of it but I find it does all I want.

Try the PRO version for 30 days to try it out, but there are also other PIMs out there you may prefer.

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