Managing Client Details - Suggestions Please

[budfox]

Hi all.

I'm returning to self-employment soon and through some suggestions on here I've discovered Kashflow to run my accounts on. What I'm now after is a similar solution for managing client details.

I only want to store contact info and a few notes etc. but I can't help feeling that there's a really neat web-based application out there to do the job. Ideally something that links with Thunderbird so that I can see emails related to each client within the same application. (Perhaps a Chrome plugin?)

In the past I've just used Excel, and right now I'm dabbling with Access. Excel really isn't the right tool and I find Access to be overwhelming. I could just use Thunderbird's address book and notes facility, but I'm not keen. I really do want something online, intuitive and accessible from anywhere.

A bit of a shot in the dark I know, but experience tells me that there is always something clever out there that I wish I'd been recommended a while ago.

Thanks for any help.

[miniman]

Highrise is pretty good - https://highrisehq.com/

Alternatively you could use Google Apps and use its contacts functionality.

[j80jpw]

Salesforce will do everything you ask, the most basic entry level subscription is quite feature rich, web based with a good app for when your out and about, links in to outlook, Google maps etc.

[TTOBES]

Our Corporate lot use Pipedrive.

I have used it too. It costs only a few euros per month per user.

[budfox]

OK, a few to look at already. Thanks for the help so far.

[Bikerjon]

I think you'll struggle to find something that integrates with Thunderbird. I'm using Google Apps with Capsule CRM with Kashflow and those products integrate quite nicely. The email side of things is still a bit of a manual process for me though as I don't like using gmail webmail so I send anything of importance to the capsule "dropbox"