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Simple Client Tracker Software
This thread has 6 replies. Displaying all posts.
Post 1 made on Thursday June 13, 2019 at 05:22
crosen
Senior Member
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April 2009
1,073
We currently manage open items for our accounts using spreadsheets, but would like to move that process to a simple Web based system.

The spreadsheet contains a mix of feature requests, fixes, maintenance items, and tasks for new projects. A row of data in the spreadsheet might look like this:

Client: Smith
Project: NYC
Item Description: Family Room TV Upgrade
Room/Zone: Family Room
Application: Video
Details: Has 65" and wants 85". Bla bla bla
Next Step: Propose suitable model
Assigned To: Lead Tech

At any given time, we have 100 to 200 open items (i.e. rows) in total for around 15 different clients.

We do not have a separate ticketing system; incidents are entered into this spreadsheet as an open item.

We do not have a separate CRM system. Instead, we have this spreadsheet plus a file structure in Dropbox.

Again, all we want to do at this point is move our spreadsheet to a simple Web based program so that data will be easier to enter, manage, browse and report on. If that new software is capable of being a full blown CRM, then great, but right now simplicity is more important than power.

So, thoughts on a multiuser Web based task tracking system that is light weight and easy to use?

Last edited by crosen on June 13, 2019 06:38.
If it's not simple, it's not sufficiently advanced.
OP | Post 2 made on Thursday June 13, 2019 at 08:34
crosen
Senior Member
Joined:
Posts:
April 2009
1,073
So far, monday.com seems to be the closest thing I can find. The numerous other platforms for managing tasks are just to bloated and cumbersome. Still, monday.com doesn't seem that polished on the data entry side and the tabular data views are a bit clunky.

UPDATE: The functionality of Monday is actually pretty close to what I need. I just wish the UI was a bit less awkward to navigate.

Last edited by crosen on June 13, 2019 10:57.
If it's not simple, it's not sufficiently advanced.
Post 3 made on Thursday June 13, 2019 at 18:57
Mac Burks (39)
Elite Member
Joined:
Posts:
May 2007
17,117
On June 13, 2019 at 05:22, crosen said...
We currently manage open items for our accounts using spreadsheets, but would like to move that process to a simple Web based system.

The spreadsheet contains a mix of feature requests, fixes, maintenance items, and tasks for new projects. A row of data in the spreadsheet might look like this:

Client: Smith
Project: NYC
Item Description: Family Room TV Upgrade
Room/Zone: Family Room
Application: Video
Details: Has 65" and wants 85". Bla bla bla
Next Step: Propose suitable model
Assigned To: Lead Tech

At any given time, we have 100 to 200 open items (i.e. rows) in total for around 15 different clients.

We do not have a separate ticketing system; incidents are entered into this spreadsheet as an open item.

We do not have a separate CRM system. Instead, we have this spreadsheet plus a file structure in Dropbox.

Again, all we want to do at this point is move our spreadsheet to a simple Web based program so that data will be easier to enter, manage, browse and report on. If that new software is capable of being a full blown CRM, then great, but right now simplicity is more important than power.

If you just want a sharable web based spreadsheet it sounds like you need to move to Google Docs. We use Google Drive to store/share/edit customer files. You can allow specific users access to files etc.


So, thoughts on a multiuser Web based task tracking system that is light weight and easy to use?

We moved contacts/email/domains/website/cloud storage/virtual phone numbers etc over to google a couple of years ago and haven't looked back.

We use Zoho for project/service tracking.
Avid Stamp Collector - I really love 39 Cent Stamps
Post 4 made on Sunday June 16, 2019 at 04:18
David Haddad
Long Time Member
Joined:
Posts:
September 2005
241
Based on your description of what you're looking for I recommend signing up for a free trial of Wrike and trying it out.

For something simpler look at Basecamp.

Last edited by David Haddad on June 16, 2019 04:25.
Post 5 made on Sunday June 16, 2019 at 08:00
Nick-ISI
Long Time Member
Joined:
Posts:
September 2004
460
Take a look at servicem8.com  - might fit the bill
What do you mean you wanted it on the other wall - couldn't you have mentioned this when we prewired?
Post 6 made on Sunday June 16, 2019 at 19:55
Fins
Elite Member
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Posts:
June 2007
11,207
Civil War reenactment is LARPing for people with no imagination.

Post 7 made on Sunday June 16, 2019 at 23:57
cupofjoe
Long Time Member
Joined:
Posts:
October 2003
20
I would check out clickup. I have used it for the last year. Inexpensive or free, integrates well with google drive, calendar etc. 2.0 version is just launching, which brings it to another level.


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