Virtual Assistant Forums | Work from Home

Kailu · #1 (**permalink**) 05-15-2008

Hello: Does anyone recommend a data base to use for keeping all of their client contact information?

Kailu

Dana Fortier · #2 (**permalink**) 05-15-2008

I use my Outlook Contacts for mine.

kathiemt · #3 (**permalink**) 05-15-2008

I use ACT! It integrates well with Outlook, Word and Excel. Great for tracking a history of email messages and contacts with each client and you can record heaps of information, create groups, track sales and so on.

Tess · #4 (**permalink**) 05-15-2008

I also just use my Windows Live Mail contacts file - and then for confidential info I keep a sep. folder for each client in a secure place.

VagabondetteVA · #5 (**permalink**) 05-15-2008

I just reactivated my relenta account.

TracyR · #6 (**permalink**) 05-15-2008

What sort of information are you keeping in your database?

VagabondetteVA · #7 (**permalink**) 05-15-2008

In my relenta I have their full contact info, I can attach all of their emails to their contact profile, I can attach their signed contract and any other documents I might need to access. And it's all online so i can do it from anywhere.

Image Building · #8 (**permalink**) 06-16-2008

I would like to know more about relenta. Could someone send me some information?

D_Victoria_Virtual_Assistance · #9 (**permalink**) 06-16-2008

I actually use a MS Access database I created. In it I attach a copy of my client's signed contract and any other pertinent information that I like to have available at a click of a button. Because I have fondness for all things Access, I really haven't used any other database for client information. I would rather tailor it to my needs.

ChristinaVOS · #10 (**permalink**) 06-17-2008

Darlene,
I'm wondering if you would be willing to share the template of your database. I prefer to keep my clients info portable and secure rather than web-based or use outlook. Your database sound perfect! I'd be willing to pay or barter for it.