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Customer Relationship Management software

2
votes
0answers
15 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, ...
0
votes
0answers
3 views

Open Source CRM on Rails/Sails?

What are some good open source CRMs built on Rails with an API-based backend? After some search, I find FatFreeCRM: does not have API based backend, talks going on to rebuild the entire thing for a ...
1
vote
0answers
27 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
12 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
42 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 ...
0
votes
0answers
11 views

Software Development - Case-, Customer-Management and Outlook integration

I´m searching for a software where I can manage my Customers, Projects, Support cases. It should have integrated a small document management for Contracts and other documents that are associated with ...
1
vote
0answers
28 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 ...
0
votes
0answers
14 views

Looking for ERP in asp.net MVC using MS SQL DB

I've been searching the webs and the only ERP&CRM solution i've found using SQL and asp.net is MIX Erp. Does anyone know of any other solutions open-source built with the following technologies: ...
1
vote
0answers
26 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
43 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
39 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
17 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
36 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
1answer
155 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
36 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
189 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
60 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
95 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
63 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
82 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
91 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
113 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
40 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
82 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
90 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
45 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
45 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
26 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
32 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
1answer
221 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
77 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
99 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 ...
2
votes
0answers
283 views

Contact database with reminders and notes

Purpose: I'm looking to keep up-to-date knowledge about my contacts, but only through self written details. I can only find smarter apps connecting to LinkedIn, Facebook, etc - I feel these distract ...
2
votes
2answers
72 views

Software for after sales process optimization

We have a sales team of about 10 people that gets customer calls (oders, requests for quotes, etc.) by phone, by email oder by fax. Today every customer request is printed out on paper and put in a ...
4
votes
4answers
127 views

Webapp for customer support and sharing files to customers

I have about a hundred customers to which I sell software and support. I currently use email for everything, which is not scalable. I would like a web interface. Customer use cases: Log in using ...
3
votes
1answer
56 views

Customer management database

I work in a small company that gets around 600 new contacts every year (via email or contact forms). Right now, we are keeping all contacts information in an Excel sheet that we share on Dropbox, ...
1
vote
0answers
105 views

open source crm with desktop sync

We are looking for a free and open source crm to manage contacts, with the ability to have all of the data synced to the local desktop for offline use. Essential features: ability to manage contacts ...
6
votes
1answer
120 views

Recommended Software for Invoicing, with Customer & Order Databases?

I can't seem to find software that suits my business' needs. We make t-shirt quilts. Essentially, each order is a somewhat complex series of options with prices that change based on certain variables, ...
2
votes
1answer
32 views

Integration Doc / Tutorials : Microsoft Dynamics CRM with Five 9 / Etrigue

I am planning to suggest one of my clients in the US to use Microsoft dynamics along with Five9 and Etrigue. These three stuffs need to be integrated to each other. But could not find any API ...
1
vote
0answers
28 views

Integration of Five9, Workbook.net (CRM) and Etrique(Marketing Automation)

I am willing to know if these three software could be integrated to each other or not. Five9 (Cloud Contact Center) http://www.five9.com/ Etrique(Marketing Automation) http://www....
3
votes
0answers
267 views

App to keep track of communications with contacts

I'm hunting for a phone app to help me keep track of my contacts. In particular I'm looking to: keep notes about any and every contact on my phone. categorise contacts with arbitrary labels identify ...
7
votes
1answer
83 views

In search of an accounting/sales software

my wife just started her own business of petsitting at home, and as she's getting more and more clients and needs to produce official reports, I am starting to look into a piece of software that can ...
1
vote
1answer
59 views

Simple cloud-based customer relationship system (CRM)

I'm looking for a CRM to maintain the following data: Company/organization (contact information fields like address, phone, mail + notes) Contact person 1 (contact information fields + notes) ...
4
votes
3answers
128 views

Open-source / Inexpensive CRM?

I'm looking for something lightweight, I don't mind if it's using something like Joomla/Drupal with extensions/plugins but it needs to have a few key features: Front facing website, ability to create ...
1
vote
1answer
44 views

Online CRM that allows pictures and allows some relational database manipulation

I'm building a small video production company. I want to keep track of performers and crew I work with, so I'd like to use an online CRM. There will be fewer than 50 people at first, and I don't ...
3
votes
0answers
65 views

Simple software for contacts, something between PIM and CRM with multi-language user interface

Please advice me some simple software for managing contacts and writing down notices from every call/meeting. I think something between PIM and CRM. For desktop with Windows 7 (not online, not cloud, ...
6
votes
1answer
107 views

Looking for CRM, ERP, ITSM solution for IT development business

Currently information about customers, support tickets, contracts, market leads etc. is spread across multiple solutions. Development team uses Confluence and Jira, but for the other teams we the need ...
1
vote
0answers
25 views

Front end for Dynamics CRM 2013

I am very new to CRM and just installed Dynamics CRM 2013 on a server. Is the only way to access the front-end of Dynamics CRM through a web browser or Outlook? Is there no other desktop application ...
4
votes
2answers
45 views

Looking for customer support software - but also needs to associate tickets with our equipment

I wonder if anyone has some good suggestions for a software package that we can purchase and customise to meet our needs. Here's the situation: My company produces sensor systems that we sell around ...
4
votes
1answer
60 views

CRM + Accounting SAAS tool

I m looking for a simple web app that will handle the following: When a user registers on my platform he is automatically added on the CRM. In the accounting side of things he is also shown but as a ...