When I started my advertising sales work, I was using excel to maintain my client data and was almost sick with the importing and exporting work contacts between various interfaces, I also used google doc to make invoices. Life couldnt get worse, I felt as if God had put me on to the onerous task of re-inventing the wheel in a way of figuratively speaking, and one day just wanting to give up the whole idea of this complicated business, i sent out a desperate tweet. (remember: in my previous avatar, I was as a manufacturer I had only one client for 13 years) .
After the tweet I made in disgust, someone suggested a few interfaces like salesforce.com and others, but zoho took me all by surprise, absolutely no learning curve, very intuitive user interface and a dream for small business who are looking for a CRM (customer relationship management).
It does cost me Rs 6000/ year, which I believe you can recover with your first client, because of better CRM at your end.
I use zoho crm basically for 3 purposes.
- Contact managemnt (Leads/Potential/Contacts)
- Inventory management
- Invoicing.
I believe zoho CRM is designed for small business. Go ahead take a free trial. I would be glad to help you out if you have any queries.
Visit Zoho CRM at http://www.zoho.com/crm/
