This might sound blunt, but I think to "crack the CRM nut", you simply have to pay. We use HighRise HQ, but would love more customizability, reporting, etc. But it does generally work for us. There's a $5/mo plug-in for our gmail-based email to connect with HR directly, such as follow-up tasks, etc.
Jerome ______________ BLANKSPACES "work FOR yourself, not BY yourself" www.blankspaces.com 5405 Wilshire Blvd (2 blocks west of La Brea) Los Angeles, CA 90036 323.330.9505 (office) On Nov 23, 2012, at 10:55 AM, Rogelio <[email protected]> wrote: > 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. > > -- 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.
