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FORUMS Post Processing, Marketing & Presenting Photos The Business of Photography 
Thread started 06 Jan 2011 (Thursday) 07:51
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Software to keep track of clients??

 
corbin54
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Jan 06, 2011 07:51 |  #1

I just starting doing wedding photography last may and I'm already up to 11 weddings for 2011. I really need a good way to keep all these clients straight. Some contact me on facebook, others over email and I'd like one place where I could keep all these correspondences. Plus, notes on the clients wants and needs, what package they've choose, dates, locations, payments, new business leads...you get the idea... Basically, I want one program where I can keep all this information.

Does anyone know if there are software programs out there that do all or at least some of these? I know I could just use MS Word, but I'd like something a little less "manuel".

Also, I'm using a Mac...

Thanks...




  
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FreezeFramePhto
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Jan 07, 2011 01:09 |  #2

I use Outlook for all that. But you could check Google docs.


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memoriesoftomorrow
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Jan 07, 2011 03:13 |  #3

+1 for Outlook synced with my Blackberry.


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cdifoto
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Jan 07, 2011 08:00 |  #4

I don't try to remember these things when they're just talking, because they could end up changing their mind and never coming back. When they're talking serious, I fill in the contract.

Facebook communcations should come to you via email so just keep them. Give each client their own folder and drop all their stuff into it.


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thecackster
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Jan 07, 2011 10:40 |  #5

cdifoto wrote in post #11591136 (external link)
I don't try to remember these things when they're just talking, because they could end up changing their mind and never coming back. When they're talking serious, I fill in the contract.

Facebook communcations should come to you via email so just keep them. Give each client their own folder and drop all their stuff into it.

+1 for not really adding them until a contract is signed. I use thunderbird to manage all of my emails and it's great for contacts.




  
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SMP_Homer
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Jan 07, 2011 13:43 |  #6

big dry-erase calendar on the wall (every week covers 3 weekends - no need to monitor weekdays for the most part) - booked weddings in one color, in-discussion in another color, and tick marks everytime that particular date is asked about
folders that have all communications printed out for those that have signed contracts

booked weddings are also on my iPhone


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hwrd
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Jan 07, 2011 15:30 |  #7

Highrise (external link)




  
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tjames
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Jan 07, 2011 15:42 as a reply to  @ hwrd's post |  #8

Shootq or Tave are a couple photgrapher solutions.. they are both subscription based but handle everything from initial contact to billing and payments.

You could also use just a regular small business contact system like ACT


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Hatch1921
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Jan 07, 2011 21:08 |  #9

tjames wrote in post #11593995 (external link)
Shootq or Tave are a couple photgrapher solutions.. they are both subscription based but handle everything from initial contact to billing and payments.

You could also use just a regular small business contact system like ACT


+1 for ShootQ

I've used it since October... very pleased with the system.... give it a try.... might like it.:D

Hatch



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Peacefield
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Jan 08, 2011 08:07 |  #10

I've started using a simple spreadsheet just to remind me where I am in the process with different prospects; where they came from, have we corresponded, have we met, how long ago, have I followed up, have we gone to contract, etc. Once they become a client, as old-fashioned as it sounds, I count on good old paper. I'm taking notes during our discussion, I flesh that out immediately afterwards into a more detailed document while it's still fresh in my mind, and that gets dropped into their contract file so I'm able to call her one month before for our final discussion, it sounds like her's is the only wedding that matters to me.


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Red ­ Tie ­ Photography
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Jan 08, 2011 15:31 |  #11

Im trying Tave. They have a 30 day free trial (which Im sure is to get you dependent upon it) and I like it so far. I like that its cheaper than ShootQ, and another studio I work with uses it and likes it.


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deletedpenguin
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Jan 08, 2011 16:17 |  #12

I use Salesforce Contact Manager. No software to install and is accessible from anywhere, even on my iPhone.


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uktrailmonster
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Jan 08, 2011 17:22 |  #13

As you're a Mac user, I would recommend using Daylite for your contact management. It's also available as an iPhone App which syncs with the desktop version. Also syncs with iCal, Address Book etc and fully integrates with Apple Mail so you can link emails directly with their related contacts. It's like the equivalent of Sage Act on a PC.


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helloagain36
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Jan 10, 2011 10:18 |  #14

Red Tie Photography wrote in post #11599784 (external link)
Im trying Tave. They have a 30 day free trial (which Im sure is to get you dependent upon it) and I like it so far. I like that its cheaper than ShootQ, and another studio I work with uses it and likes it.

I'd be interested to hear more about it as you continue to use it. I have been considering Tave for a while but just haven't gone for it yet.


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iamchanel
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Jan 14, 2011 12:53 as a reply to  @ helloagain36's post |  #15

great info. thanks guys


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