Hi guys just wondering what people use for keeping track of clients, invoices and renewals of hosting and domains etc.
I know hosting providers email for individual hosting plans but in terms of shared hosting where you provide hosting client and need to keep track of the renewal. Also invoicing solutions that you use offline or online for your clients and keeping track of it all.

Cheers.

I use ProjectPier for communicating with my clients, and for ongoing projects, I've began using SugarCRM. I mostly use ProjectPier though, because it is simple, effective, and does exactly what it says on the tin. Can also do up invoices and send them over on it...

Check it out

Missed this thread for some reason ...

Anyways you might find this an interesting read ..

7 Online Invoicing Apps for Freelancers - FreelanceSwitch - The Freelance Blog


To be honest ... everyone is different and everyone likes different apps (for the most part at least ... no one can argue with the fluffylinkulator) ...

I've used the free edition of quickbooks last year .. and it suited its purpose ... small number of clients .... invoicing .. addresses and what not ...

I've used sugarcrm but I feel it lacks a certain je ne sais quoi .. its also a HELL of a beasty to run ..

there is one called coin ? or php coin ? or something like that ... it used be popular for "hosting" type freelance hosters

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Nice article thanks.*cough* Spam/self-advertising *cough*
yes, also a valid point, but also, it very much so depends on where your primary market is. Also, do you invoice digitally, or by postage. Do you need to collaborate with clients far away, or are they all in your locality.

ProjectPier comes in handy for me, because I often work with clients where there's numerous people on the one project, or else the client is far away. Or even worse than that, that they're dodgy, which once was the case, and I found myself being so cautious, I was literally writing/logging everything in that I did. For the invoices then, I used publisher/word (i had two templates), then I converted to PDF's and then put them onto ProjectPier.

SugarCRM is designed individuals in a small or medium enterprise really, not really for your average web design company. It's also designed for (example) an environment, where, one employee can pick up where the other employee left off, when talking to/monitoring the customer, etc. . As the saying goes, it was designed for the Titanic, and runs like it too. (Lots of features, but Very process-heavy and on shared hosting, runs slow)
/Shudders.
I never liked phpCoin all that much. But with a bit of an overshaft, it has a lot of advantages.

not linked to .. but I should ban myself for a week hmm ...

I've removed the feeds for IWF and boards from my reader.
(strangely enough I've done that even before I posted this) ... pre-empetive banning ? (or some such spelling)

what is: fluffylinkulator?

Fluffylinkulator - Search Engine Rapid Inclusion Service

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I need to shave my head and play with spoons.

One does not question what fluffylinkulator is ... one merely accepts that it exists and bends it to their will

ah, of course - I did see this recently and used it too - just forgot the name! sorry..

Re. job tracking... I made a php diary where I can track events/time and save to the appropriate job - then export and excel report for each job at invoice time. But I still do out each invoice in Word and save as PDF - which can be laborious. However it lacks any communication traceability which would be great as I find myself having to trawl through emails - often incorrectly named - which is also time-consuming and when you've spent days working on code or design the last thing you feel like doing is spending more time in front of the screen working on accounts. It would be great to find something completely automated that would fire off an invoice once the job is closed. ProjectPier looks interesting, I'm going to have a look at that.

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Good trick!

I hope you got listed in under 3.12 seconds. I'd be looking for a refund otherwise, because there are other companies that could do it faster; for free, too.

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