Comments on: Tracking, Planning, & Pricing: Q&A #1 http://bananasedu.com/2010/01/10/tracking-planning-pricing-qa-1/ Fri, 04 Jun 2010 19:55:25 -0500 http://wordpress.org/?v=2.8.4 hourly 1 By: roger http://bananasedu.com/2010/01/10/tracking-planning-pricing-qa-1/comment-page-1/#comment-490 roger Sat, 16 Jan 2010 18:58:41 +0000 http://bananasedu.com/?p=390#comment-490 One more. ;+) I found Intellect Chaos, just what I was looking for. CRM, email management and expense tracking, AIO. Warning, the program is only $60 and has a few bugs, but I am learning to either live with them or work around them because of the incredible database feature that integrates with email in a way that NO OTHER PROGRAM does unless its 10x-30x the price. Just a basic CRM program these days is $500+. It also will send out an email at a predetermined time. ;+) This program is perfect for small wedding and portrait studios. Check it out, its worth it http://www.chaossoftware.com/intellect.asp One more. ;+) I found Intellect Chaos, just what I was looking for. CRM, email management and expense tracking, AIO. Warning, the program is only $60 and has a few bugs, but I am learning to either live with them or work around them because of the incredible database feature that integrates with email in a way that NO OTHER PROGRAM does unless its 10x-30x the price. Just a basic CRM program these days is $500+. It also will send out an email at a predetermined time. ;+) This program is perfect for small wedding and portrait studios.

Check it out, its worth it http://www.chaossoftware.com/intellect.asp

]]> By: roger http://bananasedu.com/2010/01/10/tracking-planning-pricing-qa-1/comment-page-1/#comment-489 roger Wed, 13 Jan 2010 23:43:14 +0000 http://bananasedu.com/?p=390#comment-489 Quick note, Outlook 2007 will send email at a predetermined time. So when I set up a new customer in the past, I would enter all of their info, including 2 calendar reminders to myself to send them the remaining invoices. Then go in to my CRM when reminded, create the invoice in Word with form fields, create a PDF from that, and email it to them. Then, when they faxed their payment back manually enter their CC payment. With the Delay Delivery feature of Outlook 2007 (Options>Delay Delivery) I can create the reminder email ahead of time, and if you have a shopping cart that accepts payment directly, have the invoice sent to them automatically 30 days before it is due and also direct them to a link to make their payment, all of which requires no extra time from me. Quick note, Outlook 2007 will send email at a predetermined time. So when I set up a new customer in the past, I would enter all of their info, including 2 calendar reminders to myself to send them the remaining invoices. Then go in to my CRM when reminded, create the invoice in Word with form fields, create a PDF from that, and email it to them. Then, when they faxed their payment back manually enter their CC payment.

With the Delay Delivery feature of Outlook 2007 (Options>Delay Delivery) I can create the reminder email ahead of time, and if you have a shopping cart that accepts payment directly, have the invoice sent to them automatically 30 days before it is due and also direct them to a link to make their payment, all of which requires no extra time from me.

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