DIY Customer Management System

[oscarlets]

Hi,

I need help creating customer management system using excel or access

I need to create sth like this:

The system have customer information such as name,surname, contact, service bought, possible service I can provide for customer and value of customer,customer birthday,

I need to create sth that when I click on the customer all this information nicely display and if possible pie chart shows.

But I want to use excel or access or Google sheets (preferred) or any other free tool out there

Please share your advice

Your advice will highly be appreciated.

 

[friedpiggy]

If all you need is that information, just make a standard excel sheet with those columns and then when you need to access a client, just do a search on them. and everything is in the same line. dont need a full aon "system" for this. its just a very basic list of info.

 

[Solarion]

Sharepoint might be the answer to this. I don't use it myself but the guys here in the office do. I see them cooking up some fancy looking spreadsheet reports a lot.

 

[zippy]

Hi,

I need help creating customer management system using excel or access

I need to create sth like this:

The system have customer information such as name,surname, contact, service bought, possible service I can provide for customer and value of customer,customer birthday,

I need to create sth that when I click on the customer all this information nicely display and if possible pie chart shows.

But I want to use excel or access or Google sheets (preferred) or any other free tool out there

Please share your advice

Your advice will highly be appreciated.

My advice is don't use those tools if expect more than 3 or 4 people requiring simultaneous access. Access is a "personal" database system.

These solutions require a lot of user cooperation. The wrong type of user, and you end up repairing things almost daily.

These packages do not manage concurrent access very well. If you are constrained to use them, host your excel documents on something like Sharepoint which allows you to retrieve previous versions. And Access..... don't do it. If you have to have a database, there is MySQL, Oracle Express and think SQL Server also has community edition.

 

[gkm]

Might something like this work for you:
https://en.wikipedia.org/wiki/Freedcamp

(I am not using it personally, but my wife is a big fan.)

And I agree with zippy, using the various "personal tools" is going to very painful in the long run as people break each others' data etc.

 

[oscarlets]

If all you need is that information, just make a standard excel sheet with those columns and then when you need to access a client, just do a search on them. and everything is in the same line. dont need a full aon "system" for this. its just a very basic list of info.

But I was hoping I could create sth that when I do search for customer, it shows a nice summary, such as last time we were in contact with the customer, what he or she bought, what we can sell etc

 

[oscarlets]

My advice is don't use those tools if expect more than 3 or 4 people requiring simultaneous access. Access is a "personal" database system.

These solutions require a lot of user cooperation. The wrong type of user, and you end up repairing things almost daily.

These packages do not manage concurrent access very well. If you are constrained to use them, host your excel documents on something like Sharepoint which allows you to retrieve previous versions. And Access..... don't do it. If you have to have a database, there is MySQL, Oracle Express and think SQL Server also has community edition.

Thanks for sharing. SharePoint seems to be reliable. I will try your suggestion.

 

[oscarlets]

Sharepoint might be the answer to this. I don't use it myself but the guys here in the office do. I see them cooking up some fancy looking spreadsheet reports a lot.

Thank you for sharing. I will give it a try.

 

[Thor]

ERPNEXT

 

[oscarlets]

Might something like this work for you:
https://en.wikipedia.org/wiki/Freedcamp

(I am not using it personally, but my wife is a big fan.)

And I agree with zippy, using the various "personal tools" is going to very painful in the long run as people break each others' data etc.

Sounds good. Hmm I will play around with it and see if it works for my primary needs. Thanks for sharing.

 

[oscarlets]

ERPNEXT

Thank you for sharing,this appear to be what I have been looking for.

 

[Thor]

Thank you for sharing,this appear to be what I have been looking for.

Pleasure.
Not ERPNEXT.co.za that's me.

Your looking at erpnext.com the actual crm/ERP system correct.

 

[Solarion]

This is my Office365 Sharepoint console for Excel documents alone. As you can see there are a lot of options to work with.

Just to re-iterate, this whole area is just for EXCEL so yes.

 

[rward]

I think you need an AWS ec2 cluster with expandable RDS.
Run NodeJs on the scalable frontend and have python/ROR on the backend interfacing to the RDS.
Nice API calls from node to backend. having the backend as an API will make it easy to plugin an angular/phoneapp app at a later stage.


Obviouslt this is the right way to do it!

 

[Shi]

No need to draw up invoices or statements? also keep in mind backup options to ensure they data is saved.

 

[Shi]

I think you need an AWS ec2 cluster with expandable RDS.
Run NodeJs on the scalable frontend and have python/ROR on the backend interfacing to the RDS.
Nice API calls from node to backend. having the backend as an API will make it easy to plugin an angular/phoneapp app at a later stage.


Obviouslt this is the right way to do it!

Funny guy !!

 

[rward]

I think you need an AWS ec2 cluster with expandable RDS.
Run NodeJs on the scalable frontend and have python/ROR on the backend interfacing to the RDS.
Nice API calls from node to backend. having the backend as an API will make it easy to plugin an angular/phoneapp app at a later stage.


Obviouslt this is the right way to do it!

And don't forget the unit tests!