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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 [url= http://www.sugarcrm.com/crm/ ]SugarCRM [/url]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?
[url= http://www.tactilecrm.co.uk ]Tactile CRM[/url] 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 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.
vtiger
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!