Keeping Client Records
Thread poster: Heather Chinchilla

Heather Chinchilla
United States
Local time: 14:32
Spanish to English
+ ...
Apr 28, 2006

Hello, I'm wondering if anyone has a suggestion of a good way of keeping client records? I'm a freelance translator/interpreter and my husband paints houses. I'm looking for a good way to keep records in the following categories for my business as well as his:

1) client/prospect/lead name, address, phone, fax, email, website, etc.
2) directions to client's home or business (if applicable).
3) description of work done and for what price
4) description of estimates/bids not immediately accepted and amount quoted.
5) date and description of contacts by either party.
6) Name of contact person/people

I thought about using excel, but unless I divide it up into more than 1 spreadsheet, it'll be an akward size to easily view or print.

I thought about an address book, but there wouldn't be enough space to easily include all the information.

Does anyone know of a good planner/computer program/system designed for keeping such records, or does anyone have a system they've created and would be willing to share?

Any suggestions would be greatly appreciated!


Daniela Zambrini  Identity Verified
Local time: 20:32
Member (2005)
English to Italian
+ ...
translation office 3000 Apr 28, 2006

You can download the trial version and see if it suits your needs.
I have been using it for some months and it's very user-friendly.

Ciaoicon_smile.gif DZ

[Edited at 2006-04-28 20:42]


Heather Chinchilla
United States
Local time: 14:32
Spanish to English
+ ...
Looks helpful Apr 28, 2006

Thank you, Daniela! It looks like something worth checking into. I'll look at it in more detail when I get home!


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Keeping Client Records

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