Your customer list is in one spreadsheet, your mailing labels are in a word processor, your passwords are on a sticky note, and your follow-up reminders are in your head. Instant Customer Tracker from PC Experts puts those jobs into a single database program for small businesses.
Quick facts
- Vendor: PC Experts
- Platforms: Windows XP, Windows Vista, Windows Server 2003
- Display and memory: 1024x769 or above, 1GB memory
- Database engine: built on MS Access, and the program includes a free runtime edition, so you don't need to own Access
- Trial: sold on a try-before-you-buy basis, with a free trial download
Key features
Send e-mails to the customers who match your criteria
You can mass e-mail your customer base by criteria. You can define custom e-mails for each customer category or group list, or for each program if you are a developer. You can also write newsletters, special-offer e-mails and new-version notices. Each match is sent as an individual e-mail, not one bulk message.
Track revenue, customers, prospects and group members in one place
The program tracks revenue, customers, prospects and group list members. You can paste a new customer or prospect in from a highlighted e-mail. Prospects get follow-up dates and demo send-out tracking, and you can run reports on them.
Print Dymo and Avery address labels
You can print Dymo and Avery address labels and return address labels from your customer records. This replaces a separate labels program.
Send package tracking e-mails and track shipping
The program tracks shipping information and sends package tracking e-mails. That suits online sellers, such as eBay sellers.
Keep logins and track commissions and software versions
A built-in password keeper stores logins by website. You can track commissions for referrers and outside sales people. Software developers can track their programs by version.
PC Experts says the program replaces nine tools: mail-merge, a customer spreadsheet or database, a labels program, a password keeper, a knowledge base, a bug tracker, a reminders program, a bulk e-mailer, a to-do list and a revenue statistics tracker.
Who it's for
It suits small organizations that e-mail their customers on a regular basis. Examples are restaurants, auto-repair shops, church groups and schools that e-mail parents. It also suits online sellers who send shipping notices, and software developers who need to notify customers of new versions. It is built for opt-in e-mailing.
Pros and cons
Pros
- Covers customers, prospects, revenue, labels, reminders and e-mailing in one program
- No MS Access license needed
- Free trial before you buy
- E-mails go out individually, which suits per-customer messages
Cons
- Listed system requirements stop at Windows XP, Vista and Server 2003, so check compatibility with newer Windows versions before relying on it
- It is a desktop, offline database, so it is not a hosted CRM you can reach from a browser
FAQs
Do I need Microsoft Access?
No. PC Experts says its software includes a free runtime edition of MS Access.
Can I try it first?
Yes. PC Experts sells its software on a try-before-you-buy basis, with a free trial download.
Can it e-mail only some of my customers?
Yes. You send e-mails by criteria, using custom e-mails for each customer category or group list.
Does it print labels?
Yes. It prints Dymo and Avery address labels and return address labels.
System requirements
- Microsoft Windows XP SP2, Windows Vista, Windows Server 2003
- 1024x769 or higher display
- 1GB memory