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FORUMS Post Processing, Marketing & Presenting Photos The Business of Photography 
Thread started 28 Jun 2015 (Sunday) 09:09
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Customer Management App

 
Buchinger
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Jun 28, 2015 09:09 |  #1

I'm very busy and a bit scatter brained at times. Do any of you use an app to track clients that assist with conversation details, date, follow ups etc? I often have wedding
Clients who will have a brief phone call, then they will contact me via other means, online etc and expect me to remember the details of a phone call inquiry from months ago. Just looking for a productivity app that might assist with that!




  
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Dan ­ Marchant
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Jun 28, 2015 19:11 |  #2

I would be interested in this too.


Dan Marchant
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bumpintheroad
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Jun 28, 2015 21:40 |  #3

What you're looking for is called CRM, or Customer Relationship Management.

You might be interested in this article from Business News Daily: http://www.businessnew​sdaily.com/7839-best-crm-software.html (external link)


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the ­ flying ­ moose
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Jun 28, 2015 21:58 |  #4

I personally have not used this but it was recommended to me. I have no real need to for anything like this yet, that is why I have not tried it yet.

https://www.17hats.com (external link)




  
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Buchinger
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Jun 28, 2015 22:52 |  #5

I just downloaded CJournal for $9.99 and it seems okay. I can create custom fields for wedding location, date, start time, etc so its quickly accessible as a summary. I can create notes for payments received, dates I sent contracts, received them etc. I can create ToDo's per client, as well as save files per client. Not bad for a 1 time fee of $9.99. They also have a free trial. I tried the trial, did what I wanted now I'm giving it a shot. I don't have enough clients to make the work be a waste of time should I want to switch to something else, nor do I have enough to spend more on client management software than on my bread & butter lightroom/photoshop subscription.




  
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bumpintheroad
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Jun 28, 2015 23:58 |  #6

17hats looks pretty interesting. I really haven't researched this type of app, but I like the workflow and that it also does accounting and credit card transactions.


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Buchinger
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Jun 29, 2015 11:30 as a reply to  @ bumpintheroad's post |  #7

Just watched the intro - that DOES look pretty sweet! $200/year though




  
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Customer Management App
FORUMS Post Processing, Marketing & Presenting Photos The Business of Photography 
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