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-   -   CRM? Client Management software? (https://gfy.com/showthread.php?t=824664)

Vagisil 04-27-2008 01:17 PM

CRM? Client Management software?
 
ok, don't laugh.. i'm looking for the term you'd call software that one would use to manage accounts for a service business.

ie. i have monthly recurring clients that need to be billed monthly.. also, i need to keep tabs/notes on their accounts... is a CRM what i need or something else?

GrouchyAdmin 04-27-2008 02:00 PM

Do you need to keep track of all functions of accounting, or just billing? Sage Businessworks comes to mind.

RTP 04-27-2008 02:25 PM

Quicken is very good. I use the Professional Services edition for invoicing, billing and simple accounting...you can setup multiple accounts with notes and billing levels/service hours/etc. It can an also track employee hours

:2 cents:

WinstonTriplexcash 04-28-2008 07:18 PM

http://hydranet.com/

I think there's a free version you can try out. Its quite good.


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