what program, or how do you keep track/list of clients/potential clients? at DVinfo.net

Dave Morgan · August 10th, 2010, 10:35 PM

what program, or how do you keep track/list of clients/potential clients?

Robert Turchick · August 11th, 2010, 01:13 AM

On the Mac platform, I was using Freelance. It has some really quirky things so now I just rely on Calendar and Address Book. Calendar has places for notes and reminders and you can set alarms for tasks which is nice. Address book does what the name says. Since they sync with my iPhone, it makes meetings really easy too.
Since I don't have a ton of clients (20-30 depending on the time of year), it seems to work really well.

Jonathan Levin · August 11th, 2010, 10:25 AM

Pretty basic for me.

I set up a database with about 3000 people:

name, title, company, address, city phone, and so on. I also have a column that is my DNE (do not email) if I get a request to unsubscribe. A column for keeping track of when I called/left message for a person, and if they are an a**h*le or seem like someone I'd like to work with. I also make a note as to the kind of work they look for, if they use stock, craigslist, or some other half backed supply chain.

A calender comes in handy to, so you remember to call someone back when they say call me in 6 months, a year, or decade.

Jonathan

Dijon Taylor · August 18th, 2010, 03:56 PM

I use Quickbooks to keep track of clients I did projects for or who I've submitted bids to.

August 10th, 2010, 10:35 PM	#1
Dave Morgan Major Player Join Date: Feb 2006 Posts: 293	what program, or how do you keep track/list of clients/potential clients? what program, or how do you keep track/list of clients/potential clients?

August 11th, 2010, 01:13 AM	#2
Robert Turchick Trustee Join Date: Oct 2009 Location: Mesa, AZ Posts: 1,389	On the Mac platform, I was using Freelance. It has some really quirky things so now I just rely on Calendar and Address Book. Calendar has places for notes and reminders and you can set alarms for tasks which is nice. Address book does what the name says. Since they sync with my iPhone, it makes meetings really easy too. Since I don't have a ton of clients (20-30 depending on the time of year), it seems to work really well. __________________ The older I get, the better I was!

August 11th, 2010, 10:25 AM	#3
Jonathan Levin Major Player Join Date: Apr 2008 Location: Chicago, Illinois USA Posts: 692	Pretty basic for me. I set up a database with about 3000 people: name, title, company, address, city phone, and so on. I also have a column that is my DNE (do not email) if I get a request to unsubscribe. A column for keeping track of when I called/left message for a person, and if they are an a*hle or seem like someone I'd like to work with. I also make a note as to the kind of work they look for, if they use stock, craigslist, or some other half backed supply chain. A calender comes in handy to, so you remember to call someone back when they say call me in 6 months, a year, or decade. Jonathan __________________ "Fearless Fernando Hernandez: A Fighter's Journey"" Jonathan Levin Photography & Video

August 18th, 2010, 03:56 PM	#4
Dijon Taylor New Boot Join Date: Jan 2010 Location: Rochester, NY Posts: 5	I use Quickbooks to keep track of clients I did projects for or who I've submitted bids to.