We use Eventum for customer support ticket tracking. It is an open-source, web-based platform, built on top of PHP and MySQL (thus easy to extend / customize). Unfortunately, as I am only a user and not an admin / developer, I cannot tell you how much functionality you get "out of the box", nor how much customization we've done for our specific needs.
Look at SugarCRM and vTiger. Both of these are:
free and open source
coming with lots of plugins (both free and commercial)
written in PHP and able to integrate with Joomla, Drupal, Wordpress etc.
easy and cheap to setup
easy to extend with own plugins
I've used CRM, never used the other two.
Five9 appears to have an native integration with CRM so you should be good there.
Five9 Application Integration
And, Etriuge also appears to have a native integration with CRM.
Stand Alone or Integrated with CRM
CRM doesnt have native integrations to either of those. But CRM as a product has a huge number of ...
I am not sure if you are after a free CRM system (I know you said open source and free), or are willing to pay - I will base my opinion off using both free and paid. You also did not really state the nature of your customers, so this would change my overall answer. I would suggest perhaps trying Really Simple Systems which you can try from this website. (...
Have you looked at CiviCRM or Sugar CRM? Both should meet your needs and tech requirements. Sugar's UI is more geared to your type of business. CiviCRM has awesome integration with Drupal/WordPress. I do know several organizations that use Civi/Sugar to feed their main CRM
If you still haven't found anything to suit your need, have a look at Simitless. It enables you to design your app (in your case, a personal CRM of sorts) from readily available modules to track what you want and how you want it.
You can collect information about your contacts, their email, when you met them, their favorite movie, when you talked to them ...
Zoho Contacts Manager looks like it could fit.
As in any address book, you have structured fields, but you can also add notes for each person.
There is an Android app to sync with.
You can tag people, for instance "work" or "soccer", a person can have several tags.
It does have some business features, but it is usable by casual users too.
It boasts ...
You can use a CMS like Drupal for this, in conjuction with some of its modules. There are a number of ways to achieve this in drupal.
For instance, you can have a content type called "Star" with relevant fields like: name, notes, multi-file upload, bio stats etc.
Future stars can use the same content type but you use drupal's "taxonomy" for categorization,...
SuiteCRM is a fork/successor/improvement on the old community version of SugarCRM.
You can use it for both contacts (candidates) and companies.
You can record notes/calls etc, and hence can record last contact time.
You can add fields via its "Studio".
It is PHP/MySql based, and Open source.
Since it evolved from SugarCRM, it has it's ...
Maybe you want to look at Kolab Groupware. From this link:
The Kolab.org Community is a Free Software initiative building a unified communication and collaboration system that you can install on your own server. If you don't want to run your own server, consider using hosted Kolab like offered by "Kolab Now".
Works great, and you only use the features ...
I think Google G Suite (formerly Google Apps for Work) it's a competitive and versatile solution, so it should be among the first choices. It also has a small learning curve if you are a Google user (and who is not these days?), and a populated ecosystem of business apps.
You could try out "kintone".
It has features to create multiple databases (which they call "Apps") via GUI, and you don't have to be an IT expert to create/edit these.
It also has a feature called "Spaces", which is like a forum for teams to share information. You can have club A creating and using their own "Space", and club B creating and using their ...
Significantly more affordable than Salesforce, and offering good integration with Google, you can check out Zoho CRM. Here is a high level list of features:
Prioritize sales activities
Zoho CRM for Google AdWords
Sales force automation
You definitely need a sales force automation software, to make your sales team productive and organized at the same time. The automation of document flow and orders & invoices will positively affect the time-management of your salespeople and will definitely make their activities transparent. For example, bpm’online sales https://www.bpmonline.com/sales ...
I use redmine for such things. It has issue tracking, you can create a "project" for each customer, then any logins they have are members of only that project. There are places for wikis and for files so you can upload and they can download.
French/most compatibile desktop software solutions:
"Solegis Pro is particularly suitable for self-employed entrepreneurs providing specialized services to individuals. This freeware allows you to manage key aspects of your business: sales management (products, customers, sales documents), purchases (suppliers). It includes a financial dashboard displaying ...
Podio is free and could be easily configured as that kind of CRM. Since you want meeting notes per contact, you'll need to configure a "Meeting notes" app, and link notes to the company and contact. Then from the company entry you'll be able to find the notes.
Insightly is another decent free CRM with great linking capabilities. Not sure if it could ...
Drupal is for sure something worth considering. If you'd add a 'module' (= a plugin) like the (fairly popular) Support Ticketing System module, you'd already be pretty close to what you're looking for.
Maybe you also want to check if any of the 'Drupal Distributions' could fit your needs. These distributions are like a set of pre-packaged modules to address ...
You might want to have a look at Rubedo:
it is scalable, which means that you can start small (and then easily grow if needed),
it has a back office that is designed to be used by any kind of contributor (because not all of them are developers),
it has a "front facing website" (because it is a website manager).
it is Open-source.
The best thing about it ...
Insightly allows you to do this without programming knowledge. There's a free version you can try, the main issue will be the cost, and whether the plan you choose limits you too much. You will need to plan out how many fields etc you require to work out which plan you need.
Pricing is here: https://www.insightly.com/pricing-3/
Ease of use
I find the ...
Usually when you have specific requirements, such as what you listed in your question, it's best (and easiest) to get a recommendation from an unbiased expert. This software product selection tool actually recommends the best software solution for you based on the specific needs of your work.
If you want to check it out, you can find it here:
It sounds to me like you need Drupal (CMS) integration with Salesforce (CRM) where both solutions are quite advanced.
Using Drupal module Salesforce Suite, the details of the user can be mapped into Salesforce fields (Salesforce Mapping) on register. More complex requirements between CMS and CRM you can define by using Rules modules and further modules. For ...
After much searching, I found exactly what I was looking for, Mautic
Here are some of it's features,
Mautic is marketing automation software (email, social, & more). Install on your own website or create a free hosted account.
The simple 3-step setup process takes less than 5 minutes and you'll be ready to reclaim control of your marketing.
Social Media ...
A (web-based) Twitter client like Tweetdeck, Hootsuite and many others alike could do this for you. Maybe a direct tweet feels less intrusive than a daily e-mail request ... ? ;-)
From my personal experience I know you can schedule tweets upfront. I passed a Hootsuite exam a while ago and tested this functionality. But I would not try to sell products the ...
You can do this with a simple python script, including either parsing the csv or even querying the db directly, all with the standard libraries, all for free and on just about any platform.
An example of sending an email:
# Import smtplib for the actual sending function
# Import the email modules we'll need
from email.mime.text import ...
I could recommend you Voiptime, this is multichannel call centre software which offer inbound, outbound and blended software. Their software is designed to assist a call center team in multiple ways. It synchronizes the process of tracking, managing and routing incoming and outgoing telephone calls as well as route calls to the most appropriate agent.
You might like to take a look at ZenDesk.
I believe it has a realtime chat facility, form facility, and supports followups via email.
Compared to intercom.io, it lacks the customer segmentation, data mining and mass mailing facilities.
As it was discussed here there are just a few proper alternatives - non .NET. I went for the CUBA Platform framework, because I have almost the same Must Have and Should Have lists and CUBA covered all the requrements. It has strong built in modules for Reproting, BPM and Charting - that was a determinative for me.
As for changing stack, CUBA Studio (...