Forum

• # 113943
• Tue 11 Oct 2016 01:22 PM

Hi,

I was wondering if anyone has experience of any really good tools for efficiently communicating bookkeeping queries to clients and managing responses. This is for handling all the little day to day queries that come up when bookkeeping.

I'm looking for an alternative to email or shared Word documents as I am finding them tedious. Thinking a cms may be the answer, but wondered if anybody uses anything that they find really useful.

Cheers,

Dave

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• # 113971
• Sun 16 Oct 2016 08:36 PM

Hello Dave

The 'queries' process is inevitably a bit 'to-and-fro' and I have found that having good CRM processes in place helps with this.

I actually developed all the processes on an XL workbook, but have recently started using Capsule CRM cloud-based software, which is free (up to a point). It's very user-friendly and so flexible that you can customise it in a way that I have found *really* useful.

It's quick and easy to sign up and you can cancel if you don't like it.

https://capsulecrm.com/

Have a look and I hope you find it handy 

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• # 113972
• Mon 17 Oct 2016 09:18 AM

Hi Phil,

Thanks for the reply. I have had a look at Capsule already, but not had time to really get into it to see its potential.

Also checking out Senta which I believe is very much in development stage with some interesting features in the pipeline like being able to make notes within workflows instead of just storing them in one place for a particular client. Not the immediate problem I am trying to solve though.

I currently use Excel worbooks but heavily rely on Toodledo for my task reminders. I am toying with the idea of setting up a new Toodledo account and testing this with one client and their queries to see if it saves us time.

I will keep Capsule in mind for when I get time, so thank you.

Cheers,

Dave

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