Do you keep a Customer Data Base?

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Do you keep a Customer Data Base?
What program do you use & what does it allow for input?

I have always used MS Excell. I enter every new customer, address all phone numbers, & sometime personal notes so I can help remember them.
My Personal notes may be something like.... Slow payer, COD. Hot blonde, blue eyes single. Rude, never showed. always late, very friendly, refered by___, tried to talk me down in price, etc.
Excell allows me to search by address or phone number, so I can make customers think I remember them better than I do when they call.
I can also sort by date to see how many new customers I add a month

I'm just wondering if there is a better way or program to use.
 
Quickbooks; under customer in the notes, I won't go into detail about them so much. I will have in the notes if the house is a pigsty and what panel types they have. I also use Microsoft Outlook and there is a contact list and that is always synched up with my pocket pc. In addition I keep a daily journal (got the idea here) that will have any phone call,conversation, job note or new idea I learn that day.
 
Quickbooks Pro

Quickbooks Pro

I started with Excel and now use Quickbooks Pro (QBP).

QBP can import from Excel and also from the National Estimator(TNE).

Some people use Lotus or Peachtree - I have no experience with either.

QBP is $160 at amazon.com, $200 at Intuit.com
TNE is $33 at amazon.com, $52 at Craftsmanbooks.com
 
I also use Quickbooks, I think it is a great program. If someone calls and says this is betty so and so I look under customer bring up her name and there is everything I did for her.
 
bobbyho said:
Celtic, I have heard of the National Estimator. Can you tell me what it does and if you would recommend it?
Click to expand...

Here's a thread for you:
http://www.mikeholt.com/code_forum/showthread.php?t=76574

If you wouldn't mind - just post any questions you have into that thread (if you have any after reading it :D )....just adding to the existing post will make it easier for the next person to "catch up".

I recommend TNE for the small to medium EC. Someone doing multi-million dollar jobs may want something a bit different.
 
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