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Tracking Customers

Scott BuelScott Buel Registered Users Posts: 134 Major grins
edited March 23, 2007 in Mind Your Own Business
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?
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    Michael RayMichael Ray Registered Users Posts: 48 Big grins
    edited March 20, 2007
    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.
    Michael Ray

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    JDubJDub Registered Users Posts: 171 Major grins
    edited March 23, 2007
    spreadsheet to track jobs, with the client list

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

    always keep accurate records!!!
    Josh Westbrook
    ---
    Atlanta, GA
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    jerryrjerryr Registered Users Posts: 595 Major grins
    edited March 23, 2007
    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
    Part-Time Photographer / Web Designer (Site : jrcustomization.com)
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    Scott BuelScott Buel Registered Users Posts: 134 Major grins
    edited March 23, 2007
    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?
    Check out my galleries : scenes from the past

    Scan Cafe: let the pros do it
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