account management

[Ruth Compfriend]

Hello all,

What do you feel is the best account management system for a web design business? What are the things we really need to track about our clients or potential clients? How do you organize all their personal, marketing/sales, etc. info & why do you do it like you do?

Thanks much for your time & interest & for participating in this forum. We're all so busy, but for me it's wonderful to know that there are people out there who still "talk" to one another like this.

[carol]

Hi Ruth,
I see no one has replied yet - maybe because no one has a "good" system out there! At least, I know I don't... I have a system of 3x5 cards for each client with the relevant info (contact name, phone number, domain name, renewal date, passwords, etc.) and I also use Quickbooks (but not well) for the financial data. I keep meaning to develop an Excel spreadsheet for the index card stuff, but I haven't gotten around to it yet. I too am very interested in hearing what others are doing!

carol

[malcolm]

www.account-n-see.com is worth a look. Nice and simple.

Malcolm

[jvn]

Hi Ruth ~

I have a few hosted accounts and have tried a couple of systems. The first was set up on an Excell Spreadsheet, and was very inconvenient.

Individual sheets in a 5 x 8 day planner has proved to be more efficient. And, its portable, and I don't worry about loss of data in the event of any system failure. Each page is set up ledger style with the appropriate info.

If you have, or plan to have a large number of accounts, then you may want to establish a database system in Access. Later this can be transferred to any system when you upgrade.