Questions tagged [crm]
Customer Relationship Management software
76
questions
0
votes
0answers
4 views
CRM/ User Approval solution to approve new sign-up users
I have users who sign up through mobile front and need to go through approval flow to approve them before they can use the app (sign in)
the backend is developed over ruby on rails/ db postgres
...
0
votes
0answers
12 views
I need some sort of crm to manage my resellers, who sell our products by subscription to their users (softwares, subscription services,)
I need some sort of crm to manage my resellers that are business consultant, that till now they send their new customers from us to make all the business startup stuff (create stamps, logos, custom ...
0
votes
0answers
5 views
Open source system to manage sales in call center
I need an open source system which is very limited in only managing contracts for agents in a call center. The agent logs on to the system and fills the fields with client data (name, last name, city, ...
0
votes
0answers
17 views
I need the recommendations of the open source educational system that helps to keep the track of student's progress
Could you please recommend me a system (an open-source web application) which can handle the works like:
Student enrollment - name, college, citizenship certificate, Area of interest (courses)
Add ...
0
votes
0answers
6 views
I need A CRM software for little business
I need an software environment for little business (device repair) with DB and call receiver.
Main idea is to have an integrated android/IOS app for employee(masters), where they can get orders(jobs).
0
votes
0answers
4 views
Microsoft Dynamics CRM to Sharepoint permission synchronisation
Does anyone know software/addons for Microsoft Dynamics CRM and Sharepoint which synchronize the permission rights between these two systems?
Dynamics CRM and Sharepoint have a standard integration ...
0
votes
0answers
6 views
Adress Management
I am searching for an address management system. Where i can sort the addresses into groups and make notes. It have to be on a server that everyone in the private network can interact with. Is it ...
1
vote
0answers
15 views
Searching for best CMS to create Forum
I am searching for a opensource/paid CRM by using which I can create Forum Web application.
Few features which I am expecting into it
Scalable
Can able to create group - Public as well as private
...
0
votes
0answers
7 views
Helpdesk, community, knowledgebase, documentation
We're building a SaaS app. I'd like use another SaaS to handle the customer service parts of the app. Specifically, I'm looking for:
Single sign-on. When the customer signs into our app, they should ...
1
vote
0answers
9 views
Recommendations for CRM SaaS?
Apologies if this isn't the right place to ask: I'm looking for recommendations for a commercial-grade service that will facilitate the management of a web-based business directory that we're building ...
0
votes
0answers
6 views
Which DB2 replication should use for CRM
I'm interested to know if anyone using db2 replications for CRM like sugar ? So far, I have remvoed the SQL replciation and now with 2 options available. One is Q replication and second one is CDC ...
0
votes
0answers
12 views
Kind of CRM software
I'll try to explain what I need.
I have a cleaning company, I have customers and cleaning staff.
I need a software in which I can have a customers Table an employee Table and of course a relationship ...
1
vote
0answers
38 views
Open Source and Offline Personal CRM
Wanting to create, maintain and grow my network, I started looking for a Personal CRM, from now one I'll call it PRM.
One of the first results was Monica. I like the interface and the main ...
0
votes
0answers
3 views
Service that accepts RESTful call, processes it, and makes a new call?
I'm writing a super simple integration between Zoho CRM and Trello. Zoho only supports POST and GET webhooks, but I need to enable PUT requests so I can update existing Trello cards. What is the best ...
0
votes
0answers
3 views
Managing customer login between more platform
i have got a question about how to efficiently manage customer credential between different platform.
For example i have got a website (magento2), a support platform (zammad) and some other sw.
How ...
0
votes
1answer
32 views
Recruitment: FOSS CRM(-ish)
I have to implement a CRM(-ish) system for a recruitment agency.
I say CRM-ish, because I don't need any finical features.
Basically, for candidates, I want to record their technical skills & ...
1
vote
0answers
27 views
What CRM app can show profile pictures big enough for you to see the faces?
I started putting my contacts into Insightly. But when I looked at them on the Android app, the pictures are so microscopic (1/2" or 13mm) that they're useless. This is the case whether I'm looking at ...
0
votes
0answers
17 views
Gratis Customer-relationship management (CRM) abstraction API
As the title says, I am looking for a gratis CRM abstraction API.
Preferably coded in PHP, although I can live with Python or even Node.Js; I would even learn Ruby if I have to (but I draw the line ...
0
votes
0answers
12 views
What is recommended tool for GUI Test Automation of latest version of Siebel Call Center (CRM) / OpenUI?
Need to work on Test automation of Siebel OpenUI GUI?
IBM is already providing built-tool for automation of functional tests but is there any other alternative tool or approach is available ?
1
vote
2answers
265 views
Customizable open-source content and file management web-app
I was asked to build a content and file management web-app for a client. Let's say that this client is a talent agency, and they want to keep track of their stars. For each star, they want to have a ...
1
vote
1answer
47 views
UK CRM software for charities similar to neonCRM
NeonCRM looks like it has everything we need, reporting, charity event planning, donation tracking etc. Unfortunately the charity we are working with is based in the UK, and needs UK based support, ...
3
votes
1answer
44 views
Software to manage a very long waiting list
an organization has a very long waiting list for becoming a member. You sign up, then after four or five years they call you back. It can be done by hand, but it's tedious, because 500 people sign up, ...
1
vote
0answers
162 views
Java Spring based open source CRM
I am looking for well designed open source Java/Spring framework based CRM.
The CRM should not be just a toy project on GitHub but even that I could not find.
It should support around a dozen ...
0
votes
0answers
19 views
What database to use for CRM web app?
I want to develop Java based CRM starting from scratch. I have noticed many notable open source CRM use Postgres. I need to choose between MongoDb and Postgres. I prefer MongoDb because there will be ...
1
vote
1answer
68 views
Affordable helpdesk+invoicing/billing/CRM with API? (alternative to WHMCS for non web hosts)
I am looking for something that can provide a helpdesk, a decent api and excellent invoicing/billing/crm features, at either a more affordable price, or ideally an open source solution.
Can anyone ...
1
vote
0answers
30 views
Whats the best tool to analyse your userbase?
We've got 1000+ users in our user-base, who mainly signed up using their e-mail and first and second name. Now we would like to better understand these profiles (e.g., by looking them up on linked-in ...
1
vote
0answers
33 views
CRM, project management and dispatching SAAS
I've been looking for the right web based CRM for my business. Most CRM's are focused on the sales process but I need something with a slightly different edge. I use the term dispatching in the title ...
3
votes
2answers
49 views
Web Application for logging customers tasks/service
I'm an outsourcing IT and I would like somehow to keep an online logbook for my clients. For example a call would be that the server of the X company is down. I would like after the job is done to ...
2
votes
1answer
47 views
CRM for Mac that brings up records automatically when my iPhone rings
Mac now supports transferring calls from iPhone to Mac. I am looking for a CRM that will use that functionality to search the CRM and bring up matching records of the caller's phone number when the ...
1
vote
0answers
23 views
Organisational forms workflow with sections assigned to teams
At the moment in our organisation we have numerous processes, which we administer through paper forms. In almost all cases the processes are initiated by customers (not employed within the ...
1
vote
0answers
45 views
OpenSource git based CMS to integrate with our software platform in Django
The problem:
We are 6 developers writing a CRM software in Python/Django. In our database, we have hundreds of email templates. They are sent to our users in different situations (states of their ...
9
votes
2answers
201 views
Free/Open Source CRM where the Lead is seen as a Company
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 ...
1
vote
1answer
48 views
Self-hosted open-source sales/product analytics solution?
I have multiple independent sources(websites) of product I would like to track the sales performance. They are scattered on different platforms and technologies that I'm looking for a central unified ...
4
votes
3answers
263 views
Personal Relationship Managment or CRM
I'm looking for a personal CRM kind of system. Only usually CRM is aimed for business and sales. I just like to keep information about people in one place. For example I know people in industry that I ...
1
vote
2answers
67 views
Is there a membership software that is good for content specific to a single user/member?
I'm looking for something that provides a simple way to upload a file (i.e mp4, pdf, etc.) and assign the file to a specific customer... and then that customer would be provided with login information ...
2
votes
2answers
142 views
Selfhosted PHP CRM (framework)
I am looking for an open source, PHP-based CRM system (or a framework). The requirements for the CRM are:
Email marketing campaign.
So creating newsletter templates, defining image-tags in order to ...
1
vote
0answers
68 views
CRM/customer support system to link ShipStation, G-Suite, Stripe, and social media?
So, I'm the owner of a startup that has really taken off. My assistant and I are currently drowning in quite a bit of data and managing, but I'd like to figure out a solution to ease the situation. ...
2
votes
5answers
89 views
Looking for Online Data Storage Software/Web Application
The company that I work for has collected a LOT of data (hundreds of thousands of entries) in Excel spreadsheets that are separated into labelled columns (ex. Name, Number, E-mail, Address, etc.).
...
2
votes
2answers
112 views
Managing contacts in a medium size business
I'm in a medium sized distribution organization that has 20-30 employees with around 40 dealers and 100 locations in North America. Our current problem is the time-consuming nature of managing ...
5
votes
1answer
133 views
Webapp for my shop - take and track of orders, store files form clients, etc
I'm the manager on two small shops that create personalized gifts and I think that we need a better way to work.
NOW
For the past years we adopt a system that have it's own limitations, but it worked ...
1
vote
0answers
47 views
CRM-like webapp for managing clients and the ads they have purchased
We sell advertisement (banner, memberships,..) to a few dozens of clients, most of them are recurring (they have to pay once a month or less often). As the number of clients is not so high, we don't ...
0
votes
2answers
95 views
Contact and communication management software
I want something like CRM for sales (such as HubSpot).
But the problem with HubSpot is that it's very focused on selling.
What I don't want: marketing, sale tracking, email campaigns.
What I want it ...
2
votes
2answers
95 views
Online platform for small business (featuring project management, calendar, contacts)
I'm helping a friend who is looking for an online platform for her small business. What she wants is something with:
Project management for …
… maintainance projects
… one-time ("ordinary") projects
...
0
votes
0answers
74 views
Free software CRM, with RTL support, for local work (without internet connection)?
I need a Free software CRM, with RTL (right to left writing) support, for local work.
It should be suitable at least for Windows10, but I cross-platform is the best.
Features I need for each ...
0
votes
1answer
50 views
Social network with unique database capabilities
We're a non-profit organization that coordinates the donation of school supplies from wealthy schools to under-funded schools.
My goal is to build an online application that empowers all of the ...
1
vote
0answers
27 views
CRM tool for university institution supporting junior researchers
We are a new institution supporting junior researchers at a mid-sized university. We are looking for a tool that can
keep track of contacts
send newsletters to groups of contacts
allow people to ...
1
vote
0answers
41 views
Best ERP solution for ecommerce site
my company is currently looking for an ERP solution that fits the following needs:
Is able to connect with PostgreSQL.
Is cheap (preferably open source) and accessible economically for a small sized ...
2
votes
2answers
335 views
Software for profiling people
I'm looking for a software which is kind of like an address book, but a little more complex than that. You should be able to write a whole profile of the specific person into a template.
I tried ...
1
vote
1answer
88 views
ERP, CRM (with sales support), and integrated DMS
I am searching for Windows software with the following capabilities:
CRM (addresses, contacts, sales support, etc.)
ERP (sales, purchasing, article management, support for many warehouses, support ...
0
votes
3answers
128 views
Looking for ERP or CRM software for web design / marketing agency
I'm looking for some business software to make my life a bit easier. I run a small but growing web design / marketing firm in Connecticut. One of the biggest problems I'm facing is that now my data is ...
