CRM Systems

[C.J]

Anyone used one before? We need one for our business.

Access if good, but would rather something web based to allow remote sign in from anywhere.

Sales force and ACT! seems to tick all the boxes (customizeable fields) but at either £250 per user, or £50 per month per user, it seems a little steep.

 

[ivegota16v]

sugar crm

great product and free and used in loads

GP

 

[C.J]

Doesn't look free to me :/

 

[iain187]

have you had a demo on ACT? it's ok ish. But it doesn't always do what you want.

 

[C.J]

Yeah, I've tried the demo for it, it looks ok.

Basically, I need something that can hold the customer's data (name, email, notes, attachments, category (business related))

Then some kind of diary system for the consultants and our training courses, linked to each customer on the course.

Access / ACT! would be great, but the fact it needs to be accessible by all consultants from anywhere limits this, hence the choice for a web based one, allowing anyone to log in, add customers, change the calendar etc.

 

[ivegota16v]

its free

its a bit like redhat with regards to support etc

http://www.sugarcrm.com/crm/download/sugar-suite.html


just get the community edition and your away

 

[JD]

We use Sales Force at this end. One thing I would say, is that there does not appear to be an easy option to enter in more information, in terms of calls made/last contacted.

At my last place we had something called RDB (recruitment database) but no idea who it was supplied by. Very good though, even gave you alerts to call clients that you hadn't spoken to for a certain period of time.

 

[David]

we use ms dynamics, it's quite good for what we need.