as per title – does anybody have any experience with CRM software? Its not something I have dealt with before.

Needs to be easy to use/setup, Windows based – do web based systems exist?

Cheap or Free/open source would be better!!

Thanks in advance

I’ve seen SugarCRM mentioned before but I have no personal experience. I think that you can either go with the open source version of a paid for version.

Try sugercrm

We have an ancient version of ACT! at work, although it’s owned by Sage now so it’s expensive (£200).

Use SugarCRM CE in one of my business’s does what’s needed for that unit. Not sure if there is a windows based version we run ours on Linux.

What about salesforce.com?

How many users?

Tactile CRM starts at £6/user/month. All web based, so nothing to install at your end.

Tick

thanks folks – will have a look at those

Check out Salesforce.com… It’s a very good system, but I’ve no idea how much it costs…

Zoho crm is worth a look. Decent free account too.

salesforce.com is really expensive but also really powerful. zoho.com used to be free for up to three users although it’s ages since I looked at it.

If you’re going to be doing telemarketing & eshots then this is very good: http://www.itmscrm.com/ (£40.00 pcm for the top pack). I sussed out that if you use Skype (£5pcm) you get 100 calls per day free, if you need more just set up a second or third skype account.

tell them I sent you 🙂

if you want to tie it all together with accounting, ecommerce, stock etc then http://www.brightpearl.co.uk is worth a look for a web based integrated solution. Might not tick your “cheap” box though depending on what you define as cheap.

Free CRM.. supposed to be quite good.

http://www.compiere.com/crm.php

vtiger

Apart from SugarCRM, there’s also Apache OfBiz: http://ofbiz.apache.org/

100% free, java based.

ZoHo#s the best cheap option as the account is free for 1-3 users.
I’ve used ACT – nice’n easy in the early versions, more than enough for a small company, Maximiser – not that struck, SalesLogix – a pain in the bum, SalesForce – needs lots of customisation, not cheap.

Yikes! Lots to look at there!

A bit more background – it would be for 1-3 users, but not all logging in at the same time, so might get away with just 1 and just have one user account (but I didn’t say that, roight? :wink:)

It would be used for keeping a record of clients of a financial adviser, a record of the clients existing policies and being able to run reports to identify particular client groups etc.

I had a quick look at Tactile CRM last night, but didn’t get very far with it – will have another look today.
SugarCRM and Salesforce look a bit like overkill for what I had in mind.

I’ll have a look at some the other suggestions too.

Late reply, but if that’s really all you need I’d go with Access. Or Excel.

Edit: Certainly don’t go with OfBiz, massive overkill for what you need!