Every small business owner needs to keep track of customer interactions, such as deals/opportunities, tasks, and notes, to know the current situation with their clients. If you only have a couple of clients — which you might do if you are just starting out — a simple Contacts or Address Book type application would be ok initially. However, even micro businesses grow out of that very quickly and need something a bit better.
Most people have heard of CRM (Customer Relationship Management) solutions, and as a small business owner, you think that a CRM is way too over-the-top for your needs, too expensive, and will take a lot of your time and effort to implement it correctly. You’d be right! A Contact Manager solution, which is like a cut-down version of a CRM system (but much more straightforward and small business owner friendly) is what you need. Contact Manager systems usually include features such as storing contact details, tracking interactions with contacts in the form of notes and tasks, along with some deal tracking as well. Some also include features such as email and social media integration and advanced features such as web forms to allow you to collect contact details via your website.