Here's a free one. Must use Promo code: FREECRM and link below. https://crmboost.com/crm2/register.fwx?plan=1
Cesar On Nov 25, 2012, at 5:45 AM, Alec Grant <[email protected]> wrote: > 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.
