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Manage Customers & Clients

  • Collaboration

    These tools help you get the work done, whether you have a virtual team or work with vendors.
    • Basecamp by 37Signals
      Provides tools for collaborating, including to-do lists, messages, file sharing, milestones, writeboards and live chat.

  • CRM: Contact Relationship Management

    Manage that database of contacts easily and inexpensively so you don't forget to follow up.
    • BatchBook
      Offers a different kind of dashboard than Highrise, is less expensive for more contacts, and integrates with 3rd party apps for things like email.
    • Big Contacts
      The low-cost version is a simple way to track contacts, but the premium version provides deeper integration with other business functions. Starts at $9/mo. Also integrates with email tool Vertical Response.
    • Highrise by 37Signals
      Keep track of clients, contacts, conversations and tasks. Different than other CRM tools, this one lets you "tag" with keywords to find anything easily.

  • Project Management

    • Pivotal Tracker
      Free project management tool based on software agile development, but with many other uses.

  • Appointment Setting

    • Genbook
      Online appointment setting for small businesses.
    • Tungle
      Scheduling app that syncs with your existing calendars. Has social tools too.

  • Memberships

    • Wild Apricot
      Want to start your very own club? This hosted solution helps you manage sign ups, member services and events. If you're a non-profit or help manage non-profits, this site could do the trick. They even allow you up to 50 members for free.