I'm hoping someone out there can help me on my quest, I'm looking for a Customer Relationship Management (CRM) Database.
To begin with, I'm looking for something free to get to grips with the functions etc. I downloaded the NCH Reflect CRM Customer Database: http://www.nchsoftware.com/crm/index.html but I couldn't do half the things I was expecting to be able to do in it.
I'm after a single program that would allow me to:
- Manage Customer / Client Contact details
- Track history
- Track payments etc
- Raise invoices and be able to e-mail them directly to Customers / Clients
The tope 3 reviewed are all web based solutions. I'm not keen on the idea right now of having something cloud / online based. I'd like to have the program stored (with the data). Does anyone have any recommendations that they've tried and / or tested?
Thanks in advance