Originally Posted by Dimitry
So I wander how other people manage their clients. Maybe there are some programs that you use, or something else?
Save all correspondence w/ the client - same a copy of emails back and forth, invoicing and receipts of payment. I have a folder for each customer w/ sub folders for email and invoicing in my email client and I also back up the info to corresponding folders on an external hard drive.
The old fashioned way (which might make the tax people happier
) is to have a filing cabinet with files for each client. You can have a sheet in the file to keep a record of phone conversations. Insert copies of invoices, receipts from PayPal/credit card co. and correspondence.
A contact management system is another suggestion. Something like Maximizer
is set up for what you are talking about. Possibly the Entrepreneur Edition
will satify your needs. Note
: I'm not anyway affiliated with this firm. I have used their contact management system.