Customer Management/CRM

[BajanSaint69]

I'm a self employed photographer, I'm looking for a simple solution to a small CRM ideally using Microsoft Office products. Outlook used to have a "Customer Manager" app but it seems to be being abandoned. Can anyone point me in a direction that doesn't include going to a commercial monthly paid service?

 

[TechFreak1]

You could try excel with macros and look up tables etc as it's not to complex to create a flat file database using excel.

You can find how tos, training materials here:

docs.microsoft.com/en-us/learn/

It was way better when it was Microsoft Virtual Academy... but Microsoft closed that down *facepalm*.

Only downside is you may have issues running macros on ARM based devices at present.

Did a quick search according to PCmag hubspot might be what you're looking for as it's free for small businesses.

Beyond that personally I have no idea, most of my CRM experience is on the real estate side / social housing.

Others will have better alternatives in mind.

 

[clintvs]

If you have office you may have ms Access, it's a fairly sold database package, and you may be able to get a template for your type of business.

 

[Ryujingt3]

Try Capsule. It offers a free CRM plan for two users.

 

[TechFreak1]

If you have office you may have ms Access, it's a fairly sold database package, and you may be able to get a template for your type of business.

True, only for x86/x64 windows though - you can't use ms access on a phone :winktongue: lol.