Need inexpensive database to track clients, vendors and automatically email/fax invoices and correspondence.?
Have contacts consisting of service providers and prospective clients. Need to assign prospective clients to a particular service provider. Then, need to be able see views/reports sorted by providers, provder’s city/state, etc. Then, need to be able to easily send out invoices or Status Reports to the Service Providers. For example:
Have 100 consultants (service providers). Periodically, I get people who need consulting. I match them up with consultants. I charge consultants a small fee for the referral. So, I need to easily track the relationships and be able to send correspondence to the consultants – either an invoice or a "referral activity" report showing them who they’ve been assigned. Correspondence will need to be via email, fax or mail.
Tagged with: amp • correspondence • invoice • invoices • mail • prospective clients • referral • relationships • service provider • service providers • small fee
Filed under: Send Fax by Email
Try ACT!, you can buy at any office store for a couple hundred bucks. The networking features tend to be a little buggy but other than that it works great.
MySQL – http://www.mysql.com/
Its free and open source software (free as in beer or speech). Most programming languages have the ability to speak with it, but you can also download a basic front end for it from the same site.
Try Mysql or Postgresql on linux. All three are free and very robust. May develop the application in java. That’s also free.