We have reached 300 contractors and started receiving enquiries through our website. Currently we are using spreadsheet for filtering data to send auto reminders for VAT deadline etc. As we are getting more clients its become difficult for us to keep track of my clients.
The other issue is engaging prospects by sending auto reminders.
Could anyone advise the best and cost effective system. I attended logical office video demonstration today but they are charging 50 Pounds per month extra for autoreminders for Pre-Written template library, Client/work dashboard (action list), Pre-defined work screens with statuses, Implementation documentation, Automated Reminders for:YEAR END ACCOUNTS (Limited Company, Partnership, Sole Trader), ANNUAL RETURN ONLINE, COMPLIANCE, VAT RETURNS etc which was a bit disappointment as they did not mention of separate price for this during our video demonstration.
Any suggestions besides spreadsheet?