1. BajanSaint69's Avatar
    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?
    01-17-2020 01:04 PM
  2. TechFreak1's Avatar
    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.
    01-17-2020 01:37 PM
  3. clintvs's Avatar
    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.
    vzw8830 likes this.
    01-17-2020 06:51 PM
  4. Ryujingt3's Avatar
    Try Capsule. It offers a free CRM plan for two users.
    01-18-2020 08:26 PM
  5. TechFreak1's Avatar
    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 lol.
    01-19-2020 10:28 AM

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