Questions tagged [crm]

Customer Relationship Management software

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8 views

Small-business accounting, orders, work-in-progress, and dashboard software

I got a pitch about a product focused on Customer Relationship Managment, Accounting, and Enterprise Resource Planning specifically for small businesses. (Accounting software like SAP and SAGE seems ...
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16 views

Customer portal for a non-software company

I am a Service/Technical Advisor for a company that makes industrial machines. I am looking to create a customer service portal where the customers can access documents and files so the customers can ...
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40 views

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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7 views

Dynamics unit test framework

I'm looking into adding unit test to the Dynamics project I'm working on. FakeXrmEasy looks like a good candidate, but having to manually create the context can be difficult for a complex project, ...
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1answer
22 views

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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6 views

Micro-ERP with specific features

I'm looking for a web-based solution (not Cloud based: I want to download and install it on my own VPS) that allows me to manage my job. Here the specific features I must have: as said, web-based (...
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6 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 ...
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13 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 ...
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7 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, ...
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20 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 ...
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16 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 ...
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1answer
29 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 ...
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0answers
10 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 ...
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55 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 ...
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1answer
37 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 & ...
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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 ...
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2answers
269 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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1answer
49 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, ...
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1answer
45 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, ...
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0answers
203 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 ...
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22 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 ...
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1answer
75 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 ...
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0answers
31 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 ...
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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 ...
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2answers
52 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
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1answer
48 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 ...
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0answers
24 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 ...
2
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1answer
55 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 ...
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2answers
215 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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1answer
51 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
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3answers
275 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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2answers
68 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
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2answers
149 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 ...
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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. ...
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5answers
92 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.). ...
3
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2answers
126 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
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1answer
134 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 ...
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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 ...
1
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2answers
98 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 ...
3
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2answers
99 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 ...
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0answers
93 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
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1answer
51 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 ...
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0answers
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 ...
1
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0answers
44 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
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2answers
438 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
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1answer
91 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 ...
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3answers
129 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
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0answers
304 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
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2answers
106 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
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4answers
139 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 ...