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UK Floor Cleaning Forum => Carpet Cleaning Forum => Topic started by: davep on January 11, 2008, 04:16:22 pm

Title: Customer database
Post by: davep on January 11, 2008, 04:16:22 pm

Hi,

What programme do you use to store customers details on?  Im not so good with pcs but need something thats easy to use and can maybe print address labels off with?   :-\

Title: Re: Customer database
Post by: Phillip Mold on January 11, 2008, 06:39:00 pm

xcel spreadhseet, so you can do mail merges for letters and labels, I also log % of quotes that become jobs and also av value of jobs.

Title: Re: Customer database
Post by: *paul_moss on January 11, 2008, 06:41:12 pm

I just use microsoft word

Title: Re: Customer database
Post by: Deep Clean Newcastle Gateshead on January 11, 2008, 07:19:04 pm

Act 2002 its better than the current version, and I also use a CRM called goldmine, for corporate clients.
Both exelent packages in them selfs for different things though.
Used access and hate it, Exel, is exelent for mailings, but limited as you cant put notes and attatchemts on it.
Aidan

Title: Re: Customer database
Post by: Phillip Mold on January 11, 2008, 07:23:15 pm

"Exel, is exelent for mailings, but limited as you cant put notes and attatchemts on it."

Oh yes you can, right click on a cell, click "insert comment".

Title: Re: Customer database
Post by: Deep Clean Newcastle Gateshead on January 11, 2008, 07:31:45 pm

Hi Phill, didnt know about that insert notes things but yes limited