Sign up with GoogleHi guys, Im hoping someone can help me. Im looking for software or someone who can design software for my company. Almost like a database where clients who call in and we put their name or number into the computer and it recognizes that client and pulls all their info onto the screen like when they last bought from us their adress etc etc. Can anyone help with this?
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Software Needed?
- Thread starter Excl
- Start date
SirFooK'nG
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Simple MS Access database will do the trick, try the Contact Management db from the online template, modify where necessary.
Last edited:
Took a look at crm's but not what I had in mind.Let me give a more detailed explination:
what I need is a system where a client calls and we make appointment with client putting in all their information being adress,tel number,date they coming to see us, from what time to what time, their consultant, email etc. Then I want a proceed button or go button and it will then go straight to my office calendar and at the same time goes to my clients email as a confirmation. Hope this helps.
what I need is a system where a client calls and we make appointment with client putting in all their information being adress,tel number,date they coming to see us, from what time to what time, their consultant, email etc. Then I want a proceed button or go button and it will then go straight to my office calendar and at the same time goes to my clients email as a confirmation. Hope this helps.
RAS 
on the double post.
on the double post.LOL! Brilliant!
FarligOpptreden
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SirFooK'nG
Executive Member
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If you use MS access as I said before (with a little additional VBA) you can achieve what you need. There is a potential hiccup. MS Outlook has a security feature that pops up a confirm send "Yes" button when an email is pushed via VBA automatically. You will need to work around that, there are various ways. Secondly are you referring to your calender in outlook or a seperate application?
guest2013-1
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*throws salt over IRG's "advice" and lights it up with some lighter fluid* let it buuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuurn
Excl, first off, which systems do you have in place currently that shows last sales etc. You're looking for a CRM system. There are many out there with many different flavors, some even write to your outlook calendar (like you require) and send out confirmation emails (like you require)
Obviously you have specific needs of what this needs to do for you and your company. I feel any kind of CRM system is *custom* to a company's needs. So nothing out there might suit you as it might have too many (or too little) features.
So if you can explain your setup. Do you have a network. A Server. What type of PABX do you run. Who do you require to fill in the CRM. Are you going to want to run sales reports. Do you need to capture in leads. Would you like to have a sales funnel graph to help predict how many leads you'd need to get however many sales... etc etc etc
guest2013-1
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MS Access crashes and goes corrupt at a flap of a butterfly's wings. Especially if you'd want to take your application to multiple users on your network. Most people don't even bother backing up their MS Access files. Then... what happens when you have a corrupt or lost or deleted or screwed up MS Access database?
MS Access is the *worst* suggestion you could make to this guy. Especially for running business critical information systems. And ESPECIALLY for something that might need to grow WITH his business.
Nod
Honorary Master
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A nice list of FOSS CRM solutions are here: http://www.linuxjournal.com/content/foss-linux-crm-roundup
Might not exactly be what you are looking for, but are free to use, so you have nothing to loose (but time).
Might not exactly be what you are looking for, but are free to use, so you have nothing to loose (but time).
Heres eg of the way we do it now on excel:
This is very ruff but it is more or less like this, all needs to be formatted properly plus must have dropping windows plus a button to click on once all criterias have been filled in and automatically sent to client and also inserted in our calendar
ONE WAY
RETURN
CONSULTANT: REF#
DATE
COMPANY NAME:
TEL:
CONTACT PERSON:
FAX:
E-MAIL:
CLIENT NAME:
TEL:
PHYSICALL ADDRESS:
CELL:
EMAIL:
FAX:
POSTAL ADDRESS:
DEPARTURE DATE
DESTINATION
STOPS
PASSENGERS
RETURN DATE:
DEPARTURE
DESTINATION:
STOPS:
PASSENGERS:
This is very ruff but it is more or less like this, all needs to be formatted properly plus must have dropping windows plus a button to click on once all criterias have been filled in and automatically sent to client and also inserted in our calendar
ONE WAY
RETURN
CONSULTANT: REF#
DATE
COMPANY NAME:
TEL:
CONTACT PERSON:
FAX:
E-MAIL:
CLIENT NAME:
TEL:
PHYSICALL ADDRESS:
CELL:
EMAIL:
FAX:
POSTAL ADDRESS:
DEPARTURE DATE
DESTINATION
STOPS
PASSENGERS
RETURN DATE:
DEPARTURE
DESTINATION:
STOPS:
PASSENGERS:
RAS
+1