Short
I am looking for a CRM where the Lead's are considered as Companies with multiple contacts, not individual people.
Longer
We have been using Zurmo and it is ineffectual for our aims. We work in the education sector. A lead is a school. Not an individual. Within a school we can have upwards of 10 contacts without the school yet becoming an account. Additionally, staff come and go. One lead we are chasing at the moment, the Primary Contact for that school left and moved to another school. We need to be able to manage this kind of job movement.
There are millions of Companies which sell directly to other Companies rather than individuals. So considering this will be a somewhat common scenario I am hoping to find an out of the box CRM which can manage this.
The ideal scenario will be a CRM where the Leads are business names. The Leads may have multiple contacts associated with them. When the Lead converts to an Account, it simply converts to an Account and the Contacts that were associated with the Lead are now associated with the Account.
Criteria
The CRM is free and ideally open source. We are a startup and cannot justify the excessive pricing structure of a tool such as SalesForce, which for the 5 of us would cost at least £1200/yr (and possibly not meet our requirements at that lowest pricing level).
I hope I've explained this well enough. If not, please ask.
Cheers,
Joe