I am an HR Consultant and want to track interactions with clients in a easy to use manner. I’ve been experimenting with both OneNote and AirTable. This could be an ongoing project as I wish to add data. I find some limitations to AirTable such as the inability to add pricing to each service for each client. This feature works pretty good for me in OneNote. But OneNote is limiting in seeing data laid out.
I’ve attached two samples of data to give you some idea of what I am trying to accomplish. I want to be able to track client contacts, interactions with clients, services and pricing so that when a client calls I can easily access all their information in one place, such as notes from our last interaction, any pricing and projects. I would also like to add a calendaring feature for projects/reminders.
Please let me know if you think this project would be of interest to you and how you would proceed.