Tracking Prospects/Hosts/Clients: What Do You Use?

[MomToEli]

What do you all use for tracking your prospects/hosts/clients? I am not familiar with PP/PP3 - does it allow you to schedule, for instance, a next contact date? Or, is there something else out there? I can write an Access database for this, but don't feel a compelling need to reinvent the wheel. I'd also like to get this in place NOW, as I'm getting ready to send out invites to my first show - my host has given me the guest list!

Thanks!
Sandy

 

[laura062182]

PP3 does all that for you! Easy as can be!

 

[Admin Greg]

There are many different options available for tracking prospects, hosts, and clients. Some popular options include:1. Customer Relationship Management (CRM) Software - This type of software is specifically designed for managing customer interactions and relationships. Popular CRM options for small businesses include Salesforce, Zoho, and HubSpot.2. Project Management Software - While not specifically designed for tracking customers, project management software can be useful for organizing and tracking tasks related to prospects, hosts, and clients. Popular options include Asana, Trello, and Basecamp.3. Spreadsheets - Many people use spreadsheets, such as Excel or Google Sheets, to track their customers. This can be a simple and cost-effective option, but it may not have all the features of a dedicated CRM software.4. Pen and Paper - Some people prefer to keep physical records and use a notebook or planner to track their customers. This can be a simple and portable option, but it may be more difficult to search and organize information.As for PP/PP3, it is not a familiar acronym in this context, so I am unable to provide information about its capabilities. It is important to choose a tool that fits your specific needs and preferences, so it may be helpful to research and compare different options before making a decision.