[Hidden-tech] Keeping track of clients

[Robert Heller]

Robert Heller <heller at deepsoft.com>

I use the free version of RT (From Best Practical
http://www.bestpractical.com/?rt=4.4.7). This is a web-based "Trouble Ticket"
system. I am self-hosting it on my VPS (running Debian Linux 12), which I rent
from TekTonic. RT is in Perl, uses a MySQL/MariaDB database. It uses both a
web page interface and can also be accessed via E-Mail. I have things set up
so E-Mail sent to sales at deepsoft.com and support at deepsoft.com create tickets
that allow me to keep track of sales and support E-Mails. *I* don't actually
"sell" the software that I write (it is all Open Source), but sometimes write
custom software and Linux admin work.

For the *hardware* (circut board kits, USB Flash Drives, and printed user
manuals) I sell, I use a WordPress site with the WooCommerce. WooCommerce
includes database tables for customers who buy things.



At Thu, 26 Jun 2025 18:42:37 -0400 Seth Seeger <seth at seegerworks.com> wrote:

> 
> Hello HT,
> 
> I have a small but growing software business.  I’m outgrowing my current spreadsheet for keeping track of clients. 
> 
>  I’m looking for recommendations for keeping track of clients, notes, what version software they are on features in use, etc. I’m assuming I’m looking for a SaaS and I can pay for it. 
> 
> I already use Harvest for billing. 
> 
> Thanks for any recommendations!
> Seth
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-- 
Robert Heller             -- Cell: 413-658-7953 GV: 978-633-5364
Deepwoods Software        -- Custom Software Services
http://www.deepsoft.com/  -- Linux Administration Services
heller at deepsoft.com       -- Webhosting Services