Client Database / Management at DVinfo.net

Corey Welch · April 8th, 2007, 11:15 AM

How do you guys manage your clients information? I am looking to start using some type of computer software to manage all of this (contact info, event date, location, contract info, and project progress..... usually for weddings) in a central spot, so all employee have access to it. Does anybody know of an application like this? Does anybody use something like this already?

Really just looking to streamline the process of gathering this info, and having it availiable throughout the project so that videographers and editors can view and edit the contents, and so everybody is on the same page.

Thanks!

Randall Allen · April 8th, 2007, 11:23 AM

Corey...there are all sorts of Access tempates, Excel templates as well as other database systems with precreated structure for CRM applications. Some of it Freeware, some Shareware, some minor fee and above.

If your using Quickbooks for example to track expenses it will track customers and potential customers too.

A google for CRM or customer database should provide many results.

Randy

Kevin Wild · April 8th, 2007, 10:16 PM

http://www.basecamphq.com/index

Amazing on-line program. Costs every month, but is worth its weight in gold. Great way to put files up for clients to view, too.

Kevin

April 8th, 2007, 11:15 AM	#1
Corey Welch New Boot Join Date: Dec 2006 Location: Providence, RI Posts: 21	Client Database / Management How do you guys manage your clients information? I am looking to start using some type of computer software to manage all of this (contact info, event date, location, contract info, and project progress..... usually for weddings) in a central spot, so all employee have access to it. Does anybody know of an application like this? Does anybody use something like this already? Really just looking to streamline the process of gathering this info, and having it availiable throughout the project so that videographers and editors can view and edit the contents, and so everybody is on the same page. Thanks!

April 8th, 2007, 11:23 AM	#2
Randall Allen Regular Crew Join Date: Nov 2005 Posts: 192	Corey...there are all sorts of Access tempates, Excel templates as well as other database systems with precreated structure for CRM applications. Some of it Freeware, some Shareware, some minor fee and above. If your using Quickbooks for example to track expenses it will track customers and potential customers too. A google for CRM or customer database should provide many results. Randy

April 8th, 2007, 10:16 PM	#3
Kevin Wild Major Player Join Date: Dec 2004 Location: Raleigh, NC Posts: 540	http://www.basecamphq.com/index Amazing on-line program. Costs every month, but is worth its weight in gold. Great way to put files up for clients to view, too. Kevin