Client Management Tools- What I Use....
Just thought I post something to see how everyone deals with their client management.
At the moment I have a pretty good system in place- but would love to hear what everyone else does/ see if any of you have an tools or spreadsheets you'd like to share, or experiences?
So- At the moment here's how I work:
SEO management:
- The white label option I use for clients supplies me with a Main client area for me to track all clients, and individual login for each of my clients.
Payment & Costs:
- Currently I use this awesome FREE solutions:
Free Online Accounting Software in the UK | Quick File
-It allows me to create invoices, track how much I am spending with out-sourcers for EACH CLIENT, keeps track of expenses, runs reports, tracks profits, keeps receipts and has a function to print, and send paper invoices to clients- without me doing a thing!
Client management:
This is where I am at a loss at the moment. I am looking for something that allows me to track each client, along with deadlines, tasks, outsource information- notifcations of when projects are approaching deadlines etc?
Does anyone have a solution or idea for this? And what's your thoughts on what I use currently?
-
affilorama-portal -
Thanks
{{ DiscussionBoard.errors[8487620].message }} -
-
RyanJ -
Thanks
{{ DiscussionBoard.errors[8489548].message }} -
-
imsolutionsgroup -
Thanks
SignatureMobile Redirect Plugin for Wordpress - set redirect by page, not entire site!Warning: Many Websites Are Starting to Get Penalized by Google{{ DiscussionBoard.errors[8489728].message }} -