Questions tagged [crm]

Customer Relationship Management software

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A way to manage Customers by tracking SLAs, adding tags to profiles, and tagging other in-house software users

Looking for an internal tool that can do the following: Setting SLAs (time since last XYZ) Tagging profiles with certain attributes (like status) Tagging and messaging other users of the software
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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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totally free CRM solution

I am looking for a totally free CRM solution for a small business. No matter what OS and what requirements and functionalities are needed. Operations that can be useful to have are: insert customer ...
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Please suggest any CRM tool for handling simple forms and lists

I'm working as a volunteer for a local organization. They have very simple requirements. We add simple data to a list after filling a web form. It is basically a simple inventory management with less ...
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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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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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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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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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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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281 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 ...
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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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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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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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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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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 ...
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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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3 votes
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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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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 votes
1 answer
108 views

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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9 votes
2 answers
251 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 ...
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1 answer
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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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4 votes
3 answers
296 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 ...
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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 votes
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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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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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2 votes
5 answers
129 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.). ...
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3 votes
2 answers
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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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5 votes
1 answer
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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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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 votes
2 answers
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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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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 ...
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1 answer
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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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1 vote
0 answers
28 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 ...
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2 votes
2 answers
700 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 ...
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1 vote
1 answer
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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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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 ...
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2 votes
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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 ...
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2 votes
2 answers
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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 ...
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4 votes
4 answers
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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 ...
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