Customer relationship management (CRM)

[Theboilerman]

I was wondering if anyone on here uses mobile apps to keep a record of their customers details etc?

 

[Harvest Fields]

I was wondering if anyone on here uses mobile apps to keep a record of their customers details etc?

Why’d you ask mate? What you thinking?

 

[townfanjon]

Mines kept on my powered now invoice app , couldnt live without it now

 

[Harvest Fields]

Mines kept on my powered now invoice app , couldnt live without it now

Any good mate.

 

[townfanjon]

Any good mate.

Yep not half pal , but these app company’s aint daft they will keep increasing the annual subs knowing they have all your invoices and customers on their “cloud”, the problem will be when you want to leave them and then you are fect . But as I say I couldn’t live without it now . Powered now doesnt do gas certs etc , but no doubt they will be working on it .

 

[Harvest Fields]

Yep not half pal , but these app company’s aint daft they will keep increasing the annual subs knowing they have all your invoices and customers on their “cloud”, the problem will be when you want to leave them and then you are fect . But as I say I couldn’t live without it now . Powered now doesnt do gas certs etc , but no doubt they will be working on it .

I use Gas Engineer Software. Not bad and does certs

 

[townfanjon]

I use Gas Engineer Software. Not bad and does certs

Yep I nearly went with them , its still going to be a pain when and if you leave

 

[Harvest Fields]

Yep I nearly went with them , its still going to be a pain when and if you leave

Let’s hope they stay as competitive as possible

 

[ShaunCorbs]

tbh it would be a pita for the first but you would get over it (well you would have to )

 

[PETE 123]

No a fan of other people having all my customers details in case of passing there details on to other firms.

 

[Harvest Fields]

Technically they shouldn’t do that as you are a third party and no authorisation has been given (technically)

 

[ShaunCorbs]

No a fan of other people having all my customers details in case of passing there details on to other firms.

That would be breaking there nda unless you told them to

 

[Murdoch]

I use Quickbooks Pro 2014 - its the desktop version - so not on my mobile .............. they don't like offering the desktop version any more and want all the subscribers to go on their "net" based system.

Call me old fashioned but I like my data on my laptop, backed up to me backup unit............ with an occasional copy on my dropbox.

 

[Harvest Fields]

I use Quickbooks Pro 2014 - its the desktop version - so not on my mobile ... they don't like offering the desktop version any more and want all the subscribers to go on their "net" based system.

Call me old fashioned but I like my data on my laptop, backed up to me backup unit... with an occasional copy on my dropbox.

GAS Engineer Software is both mate.

 

[Kingdoz]

Freshbooks is great and simple and has an cloud full version and app version, does the job for most things without complicating anything but not a full super duper accounting system but enough to track all clients, expenses, and issue invoices including recurring invoices, hourly tracking into invoices, and is real easy to use. Also can do vat etc. It’s not got any client relationship, or calendar reminders or sales or marketing tools built in though, but you can connect widgets to it if need be from other software for that. Another option is Pipedrive if you wish to keep track of quoates and follow through apppointments.

 

[Welder]

CRM is different to accounting to be fair. CRM is normally where you keep a track of your customers and the calls you make to them etc so you can see how things are progressing with follow ups etc.

Seems to me that you would be better off with some of the suggestions here. We use Kashflow. It's all cloud based so secure but it has an easy to use (as easy as any are) front end. As you become more experienced you can get deep and dark and accounting dirty should the desire overtake you (I'd stick pins in my eyes first...). Help and support is genuinely first rate too.

If you end up moving, you can download all your stuff to a universal format such as CSV which can then be imported into something else.

Last two things. 1 its much cheaper (for up to about 4 people than the likes of Sage and 2 you can give you accountant access to it all and doing your annual accounts ends up cheaper.

No, nothing to do with me, just tried bloody hundreds seemingly and keep coming back to them.