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Contact Management

Discussion in 'Band Management [BG]' started by Renaissance, Dec 27, 2017.


  1. Since I have already achieved my goal of being the "goodest bass playa ever", I've decided to put some work on my booking skills. :D

    TL;DR - I'm looking for a simple contact management software solution.

    For reference, I have a day job so I'm a weekend musician. I have times during the day to make calls or write emails but time opportunities are sporadic and not unlimited. I'm looking for a way to keep track of and manage my contacts. Maintaining notes and being able to track or schedule follow ups is important. Being able to track results or quantify my efforts would be nice. I built our website and I've put together a spreadsheet of venues and events within a 250 mile radius of our location so I'm not tech stoopid. Still, simple is better.

    I prefer a digital solution; one that would integrate with my Google sheet would be handy; free is better than costly; lean over bloated. I also prefer digital for ease of sharing although tech-wise I think some of my bandmates still light their homes with candles.

    I've done some reading about contact management spreadsheets and I'm leaning that direction but I'm open for input for you fine guys and girls. So what say you?

    Thanks,

    Charles
     
  2. You can try Zoho free for 15 days.
    I hear good things about Lion Desk, but it's $200.
     
    Renaissance likes this.
  3. superheavyfunk

    superheavyfunk

    Mar 11, 2013
    Toronto
    I always just used Google Contacts, and made notes about each name I put in. Worked well enough but I suppose it could have been more efficient.
     
    Renaissance likes this.
  4. UPDATE

    Thank you for the responses!

    I went with Streak (Streak - CRM for Gmail). Well, I went with the free version of Streak. The paid version is around $600/yr and is way beyond my meager means and needs.

    I'm still learning things about the software but I've found it to be pretty intuitive for the way I work. It ties in with GMail and Google Calendar so it's very easy to keep track of what I've done as well as what and when something needs to be done. It's fully customizable so you can design it to work the way you work. As a bonus I've had to do some reading on "sales pipelines" and I've learned quite a bit about the sales process in general.

    I'm sure this approach may be overkill for some, but I'm trying to push/pull my band into the "festival/fair/city events" market. I'm working with a database of approximately 400 events within a 250 mile radius of my location that I've built over the last couple years. Lots of cold calls and emails. Lots of followups. As we get more established in that market I'm confident things will get easier but right now I need organization.
     
    superheavyfunk and RoadRanger like this.

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