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Wastedyouth · 08-16-2018, 03:55 PM

Hello braintrust.

I am attempting to find some software that could be used for client management and scheduling.

Essentially we have a large database of Oil and Gas clients who have yearly/quarterly/monthly scheduling (for our services) and I was hoping someone might have experience with this type of system.

The clients have multiple locations and services we provide them that need to be tracked along with the scheduling as well as a database of contacts for each client that needs to be constantly updated. The client does not have access to the system, it is used in house only.

I would like like to have that be able to push notifications to our management/technical team on upcoming client requirements, scheduled activities, etc.

Thats the basis of what I need. Am I crazy that something like this should exist? What is it called? Anything that pushes me in the right direction would be very appreciated!

I could do this all on spreadsheet, but I feel like someone has made this easier!

08-16-2018, 03:55 PM	#1
Wastedyouth Truculent! Join Date: Aug 2013 Exp:	Client Management Software/System Hello braintrust. I am attempting to find some software that could be used for client management and scheduling. Essentially we have a large database of Oil and Gas clients who have yearly/quarterly/monthly scheduling (for our services) and I was hoping someone might have experience with this type of system. The clients have multiple locations and services we provide them that need to be tracked along with the scheduling as well as a database of contacts for each client that needs to be constantly updated. The client does not have access to the system, it is used in house only. I would like like to have that be able to push notifications to our management/technical team on upcoming client requirements, scheduled activities, etc. Thats the basis of what I need. Am I crazy that something like this should exist? What is it called? Anything that pushes me in the right direction would be very appreciated! I could do this all on spreadsheet, but I feel like someone has made this easier!