I'm looking for a way to keep my clients organized. I'm fortunately at the point where I have more than a couple dozen customers, and I'm starting to lose track of follow up.
Here's what I'd like:
- a place to put communication with clients: email, notes on phone calls, contracts, etc
- a place to track project milestones
- something that reminds me to follow up with people at a date that I set, with notes on what the follow up was about
- ideally, a tie in to billing or at least reminders that I need to bill people
Any thoughts on how to do this for a small team in an affordable way that isn't a total hack?