Tracking Customers

Scott Buel

Hey there, fellow Dgrinners!

How do any of you go abouts tracking your customers? I don't mean traffic to your website, but, once you have a customer or at least a prospective customer, do you keep spreadsheets or something like that?

Michael Ray

Scott Buel wrote:

Hey there, fellow Dgrinners!

How do any of you go abouts tracking your customers? I don't mean traffic to your website, but, once you have a customer or at least a prospective customer, do you keep spreadsheets or something like that?

That's a weak point of mine. I'd be interested in some feedback on your question too.

JDub

spreadsheet to track jobs, with the client list

microsoft access document to track email, phone #, address, etc

always keep accurate records!!!

jerryr

I agree with JDub - I basically use Microsoft Excel to keep track of both
present and pontential customers. I have seen several software applications that provide the ability to track name and address information and comments/dates. The same functionality can be done with Microsoft Excel and/or Microsoft Access. Must computers come with Microsoft Excel loaded - therefore, free is good.
Set up advise- I am an Excel Wizard - please feel free to ask - jr

Scott Buel

jerryr wrote:

- I am an Excel Wizard - please feel free to ask - jr

Hey Jerry- Thanks for offering. Do you have any templates set up of what you use?