best customer software - Cleaning Talk - Professional Cleaning and Restoration Forum
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post #1 of Old 09-01-2012, 08:55 PM Thread Starter
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best customer software

What is the best software for customer reminders, post cards, keeping up with refferals etc?
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post #3 of Old 09-12-2012, 04:14 PM
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post #4 of Old 11-19-2012, 04:45 PM
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Thoughtful Systems Scheduling Manager

Take a look at Scheduling Manager from Thoughtful Systems. Its fantastic software for customer reminders, post cards, keeping up with referrals and CRM in general. Thoughtful Systems has been developing software for the field service industry for over 25 years. It includes capabilities for customer information management, accounts. receivable (invoices, etc.), job scheduling, payroll, mapping and much more! It also interfaces with QuickBooks See our website or call at 800-759-2532.
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post #5 of Old 11-27-2012, 02:53 AM
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Has anyone tried Sage Act Pro 2012? We've tried out Sales Force, and wasn't bad, just didn't like that it was cloud based.

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post #6 of Old 11-29-2012, 06:34 AM
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You can also search on the Internet to get more information about this CRM software. Lots of CRM software are there but care must be taken while selecting a best one and you can also take review from your friends.
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post #7 of Old 02-22-2013, 04:14 PM
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CRM and more!

The Scheduling Manager from Thoughtful Systems provides great CRM features (tracking leads and/or customers) as well as a wealth of functions for running your cleaning business -- including job scheduling, mapping, route optimization, accounts receivable, payroll and more!.

It has many of the features you'd find in a program such as Sage Act! -- such as the reminders system, and the ability to keep unlimited notes on each lead. Furthermore, it has a built in Email Marketing System, which lets you send emails to your leads and/or clients. You can filter the people you're sending to in numerous ways.

And, it offers something unique: Built-in Caller ID. When the phone rings, the calling number and the person's name pop up on the screen, and you can just click a key to open their record. So, within one or two seconds, you have all their information on the screen, right in front of you! We use it ourselves in-house, and it's really a great time-saver. Everyone here loves it.

Last edited by murray42; 05-07-2013 at 11:14 AM.
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post #8 of Old 03-31-2013, 04:20 PM
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i use

Hey, i currently use ur-quote crm. I'm a smaller cleaning company so its perfect for me. I downloaded a trial from their site. The official name of the company is


I get mine fully customized for my company for around $40/month. It has a pretty nice estimate module, it can create invoices, and estimates for customers (keeping the invoices/estimates in order), and it keeps all of your customers data stored. They also include an accounting module and they can customize the accounting reports you request for free. I suggest if your a small to mid sized company, i would consider subscribing with them.
post #9 of Old 05-07-2013, 12:34 AM
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Or create an excel sheet and keep track of your CRM
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post #10 of Old 05-07-2013, 10:48 AM
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I have used maideasy software, I can't say that I would recommend it. My husband custom built our software as a plugin for outlook, works great!

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post #11 of Old 07-02-2013, 04:40 AM
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Are you looking for roulette software? then check it. it is the best software for the people who wants to play online. you must like this software. after using this software kindly give me your reviews..
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post #12 of Old 11-10-2013, 11:41 PM
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Your way of presentation is really too good. I am totally impressed by your post. I am looking for your more updates. Keep them coming.

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post #13 of Old 12-28-2014, 09:55 AM
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I've used ACT by Sage before and it's really good, but it does cost something. Not sure what it costs today.
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post #14 of Old 06-19-2015, 01:46 AM
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Its standby testing costs $47.00 plus the fee for your test option [$85.00 total for the ACT No Writing or $101.50 total for the ACT Plus Writing plus $37.00 international surcharge if it applies]
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post #15 of Old 08-28-2015, 12:09 PM
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My vote is also zoho. Its free too start, customizable and cheap. I like act, goldmine and a few others too, but they are too pricey for my taste...

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post #16 of Old 08-29-2015, 01:34 AM
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Save data of your customers and make an excel sheet of CRM.
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