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your question is too vague. Track for what ? Projects ? General Communications ? Invoice ? Billing ? or all of the above ?
by codegeek 10y ago
your question is too vague. Track for what ? Projects ? General Communications ? Invoice ? Billing ? or all of the above ?
- tixocloud 10y agoSorry. I meant client information/conversations
- hanniabu 10y agoI just use an excel sheet. Have their name, number, business, size of business, business description, notes on contact, location, did I contact them already, did they answer, when we last spoke, is a follow up needed, topic of follow up, have I done work for them in the past, potential future work to contact them about, etc Probably more than most would record, but I like the option to circle back to past people I've done work for and past cold contacts that turned me down. Plus I have a poor memory and do this on and off in my spare time.
- tixocloud 10y agoI'm looking to solve this exact problem and would love to further get your thoughts. Would you mind if I contacted you through email?