As an internet-based service provider, one of my biggest hangups is organization.
I am getting much busier, and last week I confused two customers because I had three recent inquiries with the same first name. Here's the scenario:
One guy asked me to e-mail an invoice and I sent it to a different guy.
Guy #1 complains he didn't get his PayPal invoice. I logged into PayPal and hit the remind button.
Guy # 1 complains again-- no invoice.
Guy #2 is like, "hey -- you sent me two invoices for the wrong amount".
ACK!! That was about my most embarrassing mistake I have made since I started my business and I really want to avoid making a similar mistake! Guy #1 & 2 were both very understanding and even found humor in the situation...but it could have ended without a sale.
So, what type of software can I use to avoid this situation? I have used ACT! (several years ago) but I found it to be a little bit too much for what I need.
Saleforce.com and SugarCRM seem too complicated for me as well.
I know there HAS to be a simple solution but I tend to over analyze everything and I am going insane searching for what I need.
I thank you all in advance!