Questions tagged [crm]
Customer Relationship Management software
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CMS (Content Manager System) or own crud manager system for a web app
This may be a strange question. I already asked this on Stack Overflow, but it seems not be the place to ask this kind of questions.
Now, I am lost.
I know what's a CMS, I know there are multiples ...
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A forms builder with ability to edit user responses
I'm looking for a forms builder where
Each user can edit their own responses any number of times
The user responses need to be versioned
Can anyone please suggest a forms builder or any application ...
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Intake Platform that Integrates Well With Clio
I work for a law firm that uses Clio (Manage) heavily as our CRM. However, we have a policy that only current or previous clients may be on Clio, meaning leads/prospective clients may not be on there. ...
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What are some good Support or CRM services, with less aggressive 3rd party tracking?
I'm a fan of Front.com, but they have a too relaxed attitude about integrating 3rd party services. Sure, that's a feature not a bug for most people, but I personally hate how this leaks user data left ...
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Software to manage a sales team (CRM, sales funnel)
I am looking for software that would be best for this use case. I have a company, I find customers online, my team contacts them and offers them our products. I want to note their basic details like ...
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PIM focused on conversations and goals, with communications protocol compatibility, for Linux or Android?
I need software that can help me keep track of what I said and what people said to me. I need to be able to record conversations, bookmark what people said so I can review, keep notes, draft replies, ...
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Software system along the lines of customer relationship management software for schools, teachers, children, and parents
I am looking for a software system for smartphones that would keep track of children, for people that have to keep track of many children, and, later, when they think about them, review, think about, ...
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Customer relationship systems for shops and smartphones
I was wondering what customer relationship management software exists for Android.
I am looking for a software that allows store managers to keep track of what customers have said to them (even ...
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1
answer
287
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Free/open-source self-hosted CRM with dashboard and SMTP capabilities
I'm looking for free and open source CRMs which I could host in my server. I have a simple need of lead tracking and converting it into sales. I have sales representatives which are communicating with ...
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Telegram Customer Service Bot
The purpose:
Create the possibility of user / customer engagement within Telegram, so that users/customers can send us feedback / requests in a one-directional way and we can optionally answer to the ...
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2
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57
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Customer management
I'm looking for a software/website to see my clients' maintenance contracts.
For example, the customer X has a contract for 12 repairs, he makes one, I would like that on my software/website I can see ...
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Web application to manage data (podio alternative)
What I need is a recommendation, for an out of the box database with a UI on top.
Necessary features:
A database change log: every time an item changes, I need to be able to see what has changed.
A ...
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1
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What is a better CRM than SalesForce that can sync to one user on Salesforce?
I want a CRM that can be way faster to update contacts etc and go through my sales workday, but it needs to sync with a single user account on SalesForce.
This way I can replace SalesForce for my ...
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A viable replacement for Quikey
Our company is in the promotional products decorating industry. Specifically, we purchase raw, unimprinted disposable items (paper/foam/plastic cups, napkins, paper/plastic plates, etc.) and we print ...
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2
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Looking for specific CRM or Membercare software to handle multi-relationship
I'm looking for a specific form of software for a client of mine. This fell into a realm I'm not too familiar with. My initial thought has been a CRM (or a membercare system of some sort) but I'm not ...
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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 ...
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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
...
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1
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1
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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 ...
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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 ...
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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 ...
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1
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1
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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 & ...
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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 ...
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2
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290
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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 ...
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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, ...
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1
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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, ...
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452
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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 ...
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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 ...
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1
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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 ...
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2
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0
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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 ...
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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 ...
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1
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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 ...
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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 ...
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2
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1
answer
136
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Open-source 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 ...
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2
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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 ...
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1
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1
answer
73
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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 ...
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3
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329
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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 ...
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2
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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 ...
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2
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201
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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 ...
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2
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0
answers
78
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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. ...
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5
answers
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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.).
...
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3
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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 ...
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6
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1
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159
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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 ...
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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 ...
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2
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120
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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 ...
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3
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2
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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
...
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128
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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 ...
user12301
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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 ...
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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 ...
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2
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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 ...
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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 ...
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