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