How do you keep track of your clientele?

Discussion in 'General Shop Talk' started by NedM, Nov 15, 2015.

  1. NedM

    NedM No longer a newbie, moving up!

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    *I do apologize in advance if this has been posted in the wrong section.

    I started my photography business about 2 years ago. I had no idea what was I doing but I knew I needed to dive into it if I ever wanted to get somewhere. At that time, I only had a few clients a year and maybe one or two weddings, so it was very easy to keep track of my clients.

    For each client, I would use iCloud's notes to keep track of who they were, what they wanted, and how much I charged.
    For example,
    John Doe
    Family Session
    Package B -$150
    Deposited: $60

    Come back to present day and business is booming, (hooray!) but now I am having trouble keeping track of all my clients and their respective info. It's overwhelming. I like using iCloud's notes feature and it has helped a lot but I feel there is a more effective way.

    I guess what I am asking is how do you keep track of your clients and stay organized? What can I do? I am thinking about going traditional and just use a notebook. Paper has never failed me and I always seem to remember more when I write things down.


     
  2. tirediron

    tirediron Watch the Birdy! Staff Member Supporting Member

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    There are a million software packages designed just for this, however, most are monthly subscription services, and IMO, over-priced. I just use a plain, old Excel spreadsheet.
     
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  3. NedM

    NedM No longer a newbie, moving up!

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    I just started using Excel yesterday and I love it! It does everything I need it to do. Thanks!
     
  4. JacaRanda

    JacaRanda Hobbyist Birdographer

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  5. sscarmack

    sscarmack Been spending a lot of time on here!

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    Last edited: Nov 17, 2015
  6. tirediron

    tirediron Watch the Birdy! Staff Member Supporting Member

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  7. JacaRanda

    JacaRanda Hobbyist Birdographer

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    Dabbled with it years ago also. Gotta love free and functional.

    I like having things tied together though. Google and Android etc.
     
  8. vintagesnaps

    vintagesnaps Been spending a lot of time on here!

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    That's because the process of writing something down helps you remember it (it's not just having the note to refer back to). FWIW. Which may not be much...

    Excel is probably a good option to make it manageable and accessible.
     
  9. imagemaker46

    imagemaker46 Been spending a lot of time on here!

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    I only have a hand full of clients, it's easy.
     
  10. dennybeall

    dennybeall No longer a newbie, moving up!

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    Excel works for this purpose but if you really want a product designed for the task you should consider MS ACCESS. Not Free but not too expensive either.
     

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