CRM Software

[scottfanli]

Hey everyone,

I am currently using a Mac and can't figure out what's a good CRM software to use to manage my clients. Any advice?

 

[WinoBlues]

Hey everyone,

I am currently using a Mac and can't figure out what's a good CRM software to use to manage my clients. Any advice?

A PC.

sorry, I just wanted to be the first. to say it.

 

[focusgroup]

I love the dry humor on this forum! Priceless.

Scott, there is thread that was started earlier discussing this. You can find it here:

How Do You Manage Your Clients??

Also do a quick search for CRM on the forum.

Check out Frank Stasny, I've looked at his software and it looks pretty solid. I've used SugarCRM, Salesforce, and various others. I kept coming back to Salesforce because I like the customization, on demand, doesn't matter where in the world, use any computer aspect.


Billy

 

[jody108]

A PC.

sorry, I just wanted to be the first. to say it.

A PC is never the answer.

After having a MAC, PC's have no place in my home or office.

 

[Josh]

I use vTiger. It's web based so I can access it form my mac, a pc, or even my droid.

 

[VaDwayne]

I love the dry humor on this forum! Priceless.

Scott, there is thread that was started earlier discussing this. You can find it here:

How Do You Manage Your Clients??

Also do a quick search for CRM on the forum.

Check out Frank Stasny, I've looked at his software and it looks pretty solid. I've used SugarCRM, Salesforce, and various others. I kept coming back to Salesforce because I like the customization, on demand, doesn't matter where in the world, use any computer aspect.


Billy

I am currently testing out Oprious. I don't think Franks sytem will work on a MAC.

 

[WinoBlues]

Been using YIO for about a year. Works fine for my needs.

Biggest draw back for me is you can not scan into it. Biggest plus is you pay 1 time. Not forever.

 

[Franz Kafka]

A good ole Excel is all I need. Sort them by month of birth so I know how many cards I have to write that month, sort them by month of next contact (different frequency for A,B and C clients) so I know who I have to call that month and sort them by month of business anniversary. Whenever I make a call, I pull up a wordpad file with their facts so I know what I'm going to talk about, type in new facts if there are any, type in the numeric month for next contact on the excel and I'm done.

 

[Guest]

If SugarCRM is on anyone's list of CRM candidates here are some good resources.

Good Videos:
SugarCRM Demo

Actual demo:
SugarCRM - Commercial Open Source CRM

I like vTiger but it is done by a couple of guys in India and the product is still a bit rough round the edges. They also took (legally? lots of issues there for some people!) a lot of the code from Sugar and later added some functionality like invoicing which I don't think SugarCRM has (but I've not checked extensively as I don't need it.)

Sugar has a huge user-base so there is plenty of help... either free or via paid consultants.

This site will help you survey a ton of different CRM solutions for small biz:

Small Business CRM Resource Centre - Your Free Guide To CRM Help

HTH

 

[WinoBlues]

Cloud based CRMs.

Any security or Hippa concerns?

Back up issues. Can you keep hard copy back up? In the event the cloud company disappears.