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Old 10-17-07, 09:12   #1 (permalink)
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How to keep track of clients and details?

Hey guys, just wondering how all of you track your customers, their details, and the details (products) on their details (hehe).

Not only am I looking for a way to track my clients and their details, I'm looking for an easy way to remind me to remind them that it's time for another detail. Do you guys do this or do your customers just call you every few weeks/months?

Any suggestions would be greatly appreciated!
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Old 10-17-07, 09:51   #2 (permalink)
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Re: How to keep track of clients and details?

I use my Treo as I can schedule the appointment, note products used and set reminders for whatever duration for the next appointment.
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Old 10-17-07, 10:05   #3 (permalink)
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Re: How to keep track of clients and details?

My blackberry.

I also have a few word documents that are for, CALENDAR, PHONE CALLS, and APPOINTMENTS
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Old 10-17-07, 10:53   #4 (permalink)
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Re: How to keep track of clients and details?

Quote:
Originally Posted by SpoiledMan
I use my Treo as I can schedule the appointment, note products used and set reminders for whatever duration for the next appointment.
This exactly what I do..noting what products i used last is extremely valuable to me
 
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Old 10-17-07, 11:38   #5 (permalink)
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Re: How to keep track of clients and details?

Definitely use the calendar function in your phone. And when you check in your customers, get their name, address, and phone number. Mail them 3-4 times a year with reminders and specials.

Marketers say you must contact your customer at least 4 times a year or they'll forget you.
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Old 10-17-07, 11:45   #6 (permalink)
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Re: How to keep track of clients and details?

I use my outlook calendar on my pc. I just have to remember to keep it updated. LOL!!!
 
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Old 10-17-07, 11:50   #7 (permalink)
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Re: How to keep track of clients and details?

I use this device called a "memory". Call me old fashioned, or just lazy because that's what I really am.
 
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Old 10-17-07, 12:02   #8 (permalink)
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Re: How to keep track of clients and details?

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I use this device called a "memory". Call me old fashioned, or just lazy because that's what I really am.

Either I have a poor memory or alot of clients because that would NEVER work for me!
 
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Old 10-17-07, 12:10   #9 (permalink)
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Re: How to keep track of clients and details?

I never said my device worked
 
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Old 10-17-07, 12:12   #10 (permalink)
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Re: How to keep track of clients and details?

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I never said my device worked

ha ha.. touche'!!
 
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Old 10-17-07, 12:41   #11 (permalink)
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Re: How to keep track of clients and details?

I use my iphone... it syncs to my mac whenever i get a new appointment or contact. It seems most of us use smartphones.
 
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Old 10-17-07, 12:43   #12 (permalink)
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Re: How to keep track of clients and details?

Quote:
Originally Posted by baseballlover1
I use my iphone... it syncs to my mac whenever i get a new appointment or contact. It seems most of us use smartphones.
I'll be getting an IPhone soon for just these reasons. Can't wait. It's such a great phone.
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