Other Document Mangement and Customer records?

Bally12345

VIP Member
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Joined
Dec 27, 2005
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#1
I am hoping someone can help me out and advise on a good setup to store customer records and save documents against.

Looking for something that will sync with laptop, possibly one drive and NAS but in a more managed way.

In a nutshell I want something that I can use to move a way from a paper office to digital.

It is only a small business with 1 person as sole practitioner, I just deal with the website and other IT related parts.

Any advise would be great :)
 

JonMMM

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Joined
Jan 1, 2006
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#3
Access DB should do everything you need, maybe with some share point space so you can access it from anywhere and that way no need to sync.

You could also look at google forms but I have never used that
 

itzme

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Dec 22, 2017
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#4
try looking into filemaker and fmstarting point. It would require a server to store the data file if you want to have access on different devices. Other wise it can be install on a laptop. It shouldn't be hard to setup a small server for a small business.
 
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