Questions tagged [crm]
Customer Relationship Management software
1
vote
2answers
226 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 ...
0
votes
0answers
6 views
Customer Facing Application to Integrate with Knowledge Management and with Support CRM; or
Current systems:
On-premise Knowledge Management System (KMS) that is customer facing
Separate on-premise CRM which (among other departments and other things) our Support team uses for Service ...
1
vote
1answer
18 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, ...
2
votes
1answer
37 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
5 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
41 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
13 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
51 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
13 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
29 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
20 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
29 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
45 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
41 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
21 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
40 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
2answers
170 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
42 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
208 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
67 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
104 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
66 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
85 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
99 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
124 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
43 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
86 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
94 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
52 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
48 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
27 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
34 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
2answers
253 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
80 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
107 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
290 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
77 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
130 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 ...
4
votes
1answer
65 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
108 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
131 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
35 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
29 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
271 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
84 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
64 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
134 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
46 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
67 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
114 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 ...
