Customer management is the term for software that allows you to keep track of customer contact information, communications over the phone or email, orders and so much more. It's an important aspect of a paperless office. Every business has customers or clients. The question is, what level of intensity do you need in a customer management system?
Sometimes, keeping track of your customers in an email program such as Microsoft Outlook or Microsoft Outlook Business Contact Manager is all you really need. Sometimes, you need more than that. For small businesses that have a lot of client/customer interaction it's best to organize your relationships digitally because this allows you to have access to customer information at your fingertips. Every wonder how the companies you do business with always seem to have your information handy as you speak with them on the phone? They're accomplished at digital contact management.
Sage Act is perhaps one of the best known customer relationship management software programs known and they even offer special packages for accountants, a rare find considering their relatively low prices. The premium version of Act is available for under $500. However, if Act is still out of your budget price range than Free CRM may be just right for you. Free CRM is an online customer management solution that is, you guessed it, free. Just like Orglow, as your business grows you can step up your package with Free CRM to a paid solution.
Please click on Page 2 for more ideas on inexpensive technology for a paperless office.