Customer Contact list per product purchased

Bushindo · ‎01-15-2018

Greetings
I am looking the best least expensive program to create a customer list that bought a certain product during a certain time period so that I can either call them or e-mail them.

Example:
Customers that bought Spritual Course SP-1234 between Jan 1st 2017 and July 15th, 2017 that includes their address, phone and e-mail address.

Do you know of a program that do this??

Thank you,
RIchard

Rustler · ‎01-17-2018

If you are using desktop, Crystal reports could do it, but it is expensive and has a learning curve. It would be better to have a consultant who has crystla reports create a custom report for you, and provide you with the crystal report viewer which is free so you can run the report when desired.

QBO? I have no idea, but you can check the app store
https://apps.intuit.com/

Anonymous · ‎01-18-2018

Hey @Bushindo,

You might want to look into Method CRM - it's a customer CRM that lets you track an immense amount of data by customer (have a look at their website for the details).

How many items/customers are you trying to track? If you are using QuickBooks Online (and you have complete info on your customers), you can run a Sales by Product/Service Detail Report (see link), export the CSV and match it with your existing contact list.

Sales by Product/Service Report:

Customer Contact List:

Capture 2.PNG

Hope this helps. Btw, I dig your username @Bushindo.

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