Questions tagged [crm]

Customer Relationship Management software

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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 ...
Gabriel R.'s user avatar
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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 ...
Elliot's user avatar
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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, ...
Travis Well's user avatar
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Customer relationship management software for stores and supermarkets

I was wondering what customer relationship management software exists for Android, designed specifically for stores and supermarkets (for managers and staff). I am looking for a software that allows ...
Joselin Jocklingson's user avatar
1 vote
1 answer
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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, ...
Joselin Jocklingson's user avatar
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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 ...
Joselin Jocklingson's user avatar
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1 answer
71 views

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 ...
arunwebber's user avatar
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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 ...
tim's user avatar
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2 answers
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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 ...
Lucas Ruffiner's user avatar
2 votes
0 answers
15 views

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 ...
JohnDoe's user avatar
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1 answer
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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 ...
coder9328's user avatar
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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 ...
Sturm's user avatar
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1 vote
1 answer
47 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 ...
Mestika's user avatar
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21 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 ...
Sam's user avatar
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1 vote
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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 ...
sunshine's user avatar
1 vote
1 answer
39 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 ...
ccleve's user avatar
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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 ...
Wintermute's user avatar
1 vote
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118 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 ...
user51564's user avatar
0 votes
1 answer
81 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 & ...
Mawg says reinstate Monica's user avatar
1 vote
0 answers
32 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 ...
CreatedByBrett's user avatar
1 vote
2 answers
286 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 ...
philshem's user avatar
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1 answer
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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, ...
FFG's user avatar
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3 votes
1 answer
51 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, ...
Magnetic_dud's user avatar
1 vote
0 answers
352 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 ...
user61766's user avatar
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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 ...
user61766's user avatar
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1 vote
1 answer
92 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 ...
rockstardev's user avatar
1 vote
0 answers
32 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 ...
MRC89's user avatar
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1 vote
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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 ...
jamil's user avatar
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3 votes
2 answers
58 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 ...
Bobys's user avatar
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2 votes
1 answer
56 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 ...
Tom Koukoulis's user avatar
1 vote
0 answers
31 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 ...
Dimitar Nikovski's user avatar
2 votes
1 answer
130 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 ...
Jorge Arévalo's user avatar
9 votes
2 answers
267 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 ...
joe92's user avatar
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1 vote
1 answer
65 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 ...
KDX's user avatar
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4 votes
3 answers
312 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 ...
trailmax's user avatar
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1 vote
2 answers
74 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 ...
Skippy's user avatar
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2 votes
2 answers
192 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 ...
Kosha Misa's user avatar
1 vote
0 answers
72 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. ...
Arthur Sommers's user avatar
2 votes
5 answers
147 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.). ...
Brandon's user avatar
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4 votes
2 answers
156 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 ...
Derek's user avatar
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5 votes
1 answer
147 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 ...
Victor's user avatar
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1 vote
0 answers
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 ...
agb's user avatar
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1 vote
2 answers
111 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 ...
cybergeek654's user avatar
3 votes
2 answers
105 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 ...
sunyata's user avatar
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0 votes
0 answers
120 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 ...
user avatar
0 votes
1 answer
58 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 ...
philraymond's user avatar
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 ...
HYT's user avatar
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2 votes
2 answers
952 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 ...
Jack's user avatar
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1 vote
1 answer
108 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 ...
Kaster's user avatar
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0 votes
3 answers
140 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 ...
Cyberpunk Interactive's user avatar