Rogelio, I forgot to say thanks for the heads up about Rapportive. How did I live ever without it!!
On 25 November 2012 20:33, Alec Grant <[email protected]> wrote: > Dirk, > > Thanks for reminding me about Zoho, it's on the list and I forgot!! It's a > shame it charges for Google Apps integration but like HighRise HQ and some > others, that seems to be the way things have gone. That said, the free > version of Insightly doesn't charge to import contacts from Google. > > Alec > > > On 25 November 2012 10:52, Dirk Onderdonck <[email protected]> wrote: > >> Alec,**** >> >> I can recommend you ZOHO crm **** >> >> Have a nice day**** >> >> Dirk**** >> >> Bar d’Office Deinze Belgium**** >> >> ** ** >> >> *Van:* [email protected] [mailto:[email protected]] *Namens >> *Alec Grant >> *Verzonden:* zondag 25 november 2012 11:45 >> *Aan:* [email protected] >> *Onderwerp:* [email protected] - Re: [Coworking] CRM recommendation for 4 >> coworkers? - Found word(s) opt-in in the Text body**** >> >> ** ** >> >> Rogelio - We're in the process of setting up a coworking space in Surrey, >> UK and we're looking at a whole host of tools in addition to CRM ones that >> will help us run the space. I'm also setting up a software consultancy and >> so need the same set of tools to work for that as well. With my software >> consultancy hat on my take on this would be that it all depends on the >> context of the individual business. As we all know, no 2 businesses are a >> like and so while a particular tool might be great for one company it might >> not be so great for another.**** >> >> ** ** >> >> Some of the tools we're currently looking at **** >> >> ** ** >> >> - SugarCRM Community Edition (our web host provides this as an off >> the shelf installation)**** >> - Nimble (CRM which allows the importing of Google contacts and email >> and builds a profile based on that information)**** >> - Insightly (CRM & project management which provides the creation of >> opportunities, tasks, organisations etc which can be all linked together) >> **** >> - Capsule CRM (recommended by Tom Lewis from coworking bath)**** >> - Podio (Collaboration)**** >> - Trello (Collaboration tool created by the well known software >> developer Joel from Fog Creek Software)**** >> - Mavenlink (Project management)**** >> - HighRise HQ (as recommended by Jerome & again Tom and is produced >> by the same company, 37 Signals that created Base Camp the highly >> recommended project management tool)**** >> - Base Camp (as mentioned above)**** >> >> Jerome - while I would agree that there are definite cases for paying for >> software, again it comes back to the context for an individual business. >> For a startup with little or no existing client base and limited funds, >> they need to make a decision between what they do and don't pay for. So I >> would argue that any of the above tools and others that provide a SaaS >> product that is free to micro / small businesses with some limitations >> (number of users etc), are a reasonable choice to start with before moving >> onto paid versions of these products.**** >> >> ** ** >> >> In fact for anyone just starting up, if you can get all your contacts >> (suppliers, leads / opportunities, business partners etc) into Google Apps >> then that's a good platform to base things on given that many of the above >> tools and lots more all provide integration into Google Apps allowing you >> to import / export etc.**** >> >> ** ** >> >> If anyone is interested, Tom and I are putting together some information >> about tools (with a slight UK focus) and we would welcome other opinions >> and support in doing this. This is all part of a bigger effort to follow >> the lead of the coworking spaces in the US who are actively working >> together and having shared events etc, and to do something similar for >> spaces in the UK. Again any input, support and help in doing this is most >> welcome.**** >> >> ** ** >> >> Regards,**** >> >> Alec**** >> >> ** ** >> >> On 24 November 2012 05:33, Jerome Chang <[email protected]> wrote:** >> ** >> >> 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. >> >> **** >> >> >> >> **** >> >> ** ** >> >> -- **** >> >> Alec Grant**** >> >> ** ** >> >> The Digital Work Hub**** >> >> ** ** >> >> Email : [email protected]**** >> >> Twitter : https://twitter.com/#!/digitalworkhub**** >> >> ** ** >> >> ** ** >> >> -- >> 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. >> >> >> > > > > -- > Alec Grant > > The Digital Work Hub > > Email : [email protected] > Twitter : https://twitter.com/#!/digitalworkhub > > > -- Alec Grant The Digital Work Hub Email : [email protected] Twitter : https://twitter.com/#!/digitalworkhub -- 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. 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