Tracking Client Data
If you're a freelancer or a lone developer, you may find yourself with a heap of client login information and a less than perfect storage solution. I am such and have found myself in this very spot. I tried different record keeping methods over the years and have not found one I like much. I have tried keeping a master spreadsheet, then completing one for each client containing this information to combine with other help docs. This proved to be a bad match for me. I have added login information to client accounts using Google Docs but not every client does. I have kept individual txt files within the client's project folder on my local machine, it works ok, but I want a better way. I have found plenty of invoicing, time tracking, and host management web services I like very much. Client data tracking doesn't seem to fit in so easily. I have thought about using pen & paper but I really don't want to. Maybe I'm just not looking at the common spreadsheet with eager eyes...
This is the part where I ask the great question: How do you track and store sensitive client information (i.e. account logins)? Should I be using a CRM to track clients from quote to project completion, adding login details to this system?
