I'm guessing that other coworkers here have cracked the CRM nut (customer relationship management), so I'm hoping the someone here could recommend a solution for four remote workers that does the following:
1) is free (zero budget as of yet - total shoe string project!) 2) is cool and easy ways to hook into gmail / google apps, preferably with a way of seeing last emails inside CRM web GUI itself 3) has cool ways to remind us on prospects for follow up (since only first phase of project, we're not really concerned at this point for building complex funnels, loyalty programs, opportunities, inventory, etc) 4) is web based (two use Windows, one uses Linux, and one uses Mac), but also has interfaces via a smart phone app (both Android and iPhone) 5) PREVENTS VENDOR LOCK IN! For what it's worth, here is what I've put up so far... 1) SugarCRM (keep track of contacts) - not always intuitive, but a small price to pay to have some flexibility later on if/when this grows. We're not wedded to this, but it seemed like a good first step while we look for other easier-to-use CRMs with better workflows / integration features. Super easy (and cheap!) install on Dreamhost. Daily chron backups because I don't trust them! 2) iSugarCRM (iPhone) and DroidSugar (Android) https://itunes.apple.com/us/app/isugarcrm/id536162467?mt=8 (the one I use) http://goo.gl/0YNva 3) Boomerang / Rapportive - hooks into gmail and lets us schedule emails and also see online presence of other ppl in group. Rapportive is free, but Boomerang isn't (but we each already had that). 4) Rondee / FreeConferenceCall / FreeScreenSharing - how we meet together at different coworking spaces 5) Mailchimp / Survey Monkey (once we narrow down someone who is a good candidate and doesn't mind being a part of what we do). Also looking into other F/OSS mailing tools once this grows, like PHPlist / MailMan / OpenEEM (double opt-in, scheduling, click tracking, bounce management, etc). http://alternativeto.net/software/surveymonkey/ http://alternativeto.net/software/mailchimp/ 6) Usual other collab tools -- Skype, Google Docs / PiratePad, Google Hangouts, Evernote, etc. (Goes without saying, but if I can help anyone else here and save time, don't hesitate to reach out to me. I'm also on LinkedIn.) -- Visit this forum on the web at http://discuss.coworking.com --- You received this message because you are subscribed to the Google Groups "Coworking" group. For more options, visit https://groups.google.com/groups/opt_out.
