business contacts management, what software or method do you use?

[p3ppi]

Good evening to all,
are looking for a program for managing all contacts regarding customers and suppliers.
My field is the mechanical carpentry but I think that every artisan company could have the same requirements as regards contact management, whether they are customers or suppliers.

in my specific case I need to save a card for each customer or potential customer, with a note to remember even at a distance of time what we had communicated to us.
the same thing I would like to do with the suppliers, as we have a dense network of suppliers and everything is entrusted to the memory of the staff in the office.
I would like to create a database that allows me to find a supplier's card by searching for the name or category of goods in question.
this allows an effective sharing of business knowledge within the entire staff and allows a greater speed in the search of old suppliers or old customers.

We mainly use linux in the office, but I evaluate systems for windows and linux independently and prefer solutions that work on both.

How do you manage?

 

[gil]

Hi.
I think you're looking for a management. I do not follow the commercial part so I have no experience about it.
but if you go on sites like https://sourceforge.net/ there should be several free solutions. or you can address solutions like This is what o This is what developed by Italian companies. are always free, but if necessary you also have the assistance (paying).

 

[p3ppi]

Okay, thank you.
phasis I've been tapping him but go no.
However I have seen that there are also other types of promogest, and also a specific for blacksmiths developed by an Italian programmer specifically for small craft carpenters.

Now I'm going to evaluate some programs and propose them in the office and then I'll notify which one we choose!

Bye!

 

[CADEnrico]

Hi.

there are several solutions made with excel and relative macro.

the benefits are as follows:

1. simplicity and ability to customize the macro

2. you just have to have excel installed

3. Easy portability of the whole database. program and data are all contained in one file.

4. the name of the file you can version it to have the historian:
for example database_45.xslm and then database_46. xslm

5. I suggest you buy excel 2010, excel 2011, excel 2012 or excel 2013 because since 2014 excel has not been sold as a single program but an annual subscription is required.


search on google "crm with excel"

Hi.
best enrico

 

[p3ppi]

I thank you, it's exactly the solution I was looking for, great!
I now value some soluttion that I will post to share my experience!

Thank you so much!

 

[CADEnrico]

I thank you, it's exactly the solution I was looking for, great!
I now value some soluttion that I will post to share my experience!

Thank you so much!

Hi.

I suggest you buy original excel because the macros written for excel have problems turning on open-office or on book-office.

We wait for your feedback.

Hi.
enrico

 

[Tulipano]

I have seen that you have already tried phasis that is a great program, although I do not find it so intuitive, unfortunately. Let's say there would be little things to improve. I also confirm what has already been suggested to you, or to use excel (although not practical, remains the most used solution).

You could take a look at this programme. I don't know if he has all the features you're looking for, but I've heard of it in an article/review and I thought I'd test it. I'll let you know

 

[Fulvio Romano]

Actually you are not looking for a management, but a crm (customer relationship management). what proposed by cadenrico is certainly valid. Can I make you a proposal outside the choir?
test cherrytree (https://www.giuspen.com/cherrytree/). It's a freeware software that even runs under linux. does not have a specific feature, it is simply an extremely powerful nested note manager with strong research and information aggregation capabilities.

you install it, you play it a bit, then if you don't like it or you don't find the way to insert the information you need, throw it away and come back here and insult me.

Okay?