A customized (by Carson’s group) version of Goldmine.

I 've been using  Excel for contact management and setting up filters like client names , last contact, notes,  the type of client ( and i made up my own categories ) and when to call  the client back.  Other filters i set up were cds and annuity maturity dates, their rates, and  how much revenue i get from the client ect.  I even set up a focus list of clients each month so i have a better idea who to concentrate on.   Its customizable, pretty simple and best of all free since most office computers have them.  I did not want to start detailed data base of clients  using company software for the reason that your company can scrap it at anytime and really screw you up.   I started using it about four  months ago and have detailed notes on almost 500 clients and prospects.  I hope to have  a couple thousand by the end of the year.  It also helps to avoid calling prospects that you do not want to call again.  That was a surprising unintended consequence that has saved me a a ton of time.  Everytime i call someone i look up the name first.   I feel like i have an infinitely much better handle on my book of business now.   Evenually, i want to make formulas that can help me determine which kind of clients or introductions are the most profitable relationships,  something that can help direct my focus.