0

Do you know of some self-hosted Client Management System to manage our clients data, so we can do things like searches, filters, reordering, grouping clients by criteria, etc?

The most important thing would be a cool, eye-catching user interface that makes it easy to work with.

The data is in excel xlsx.

Thanks,

  • 1
    By "self-hosted" you mean something web-based? Or shall it have native clients (in the latter case, for what OS(es))? And any price limit to it? – Izzy Dec 15 '19 at 23:30
  • I was thinking something Open Source and yes, web based. Something that accepts our own excel columns or has borad import capabilities. – Peanuts Dec 16 '19 at 0:40
  • As for the Excel: Are you talking about "simple tables" (i.e. would exporting them as CSV be an option)? And then, would you want to "view only" – or shall editing be possible (in the latter case, in what format(s) would results need to be exported)? // Besides, it's hard to tell what would fit; "client data" is quite a bit broad. But maybe someone has an idea… – Izzy Dec 16 '19 at 20:05

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Browse other questions tagged or ask your own question.