Hi Rogelio, My name is Cristina, I work at cobot, we do software for coworking spaces management - of course also with some CRM. I see you are looking for free software now but If you ever need a tool to manage memberships, bookings, invoice and payments you can try us for free at http://cobot.me
I would recommend you to try Streak for your CRM. It is made by the Desk.com guys. It is a free plugin for your gmail account. I use it for my CRM & event planning, I am very happy with how it works and I think it is a very versatile tool. You can see some video demos here: http://www.streak.com/ I hope this helps, I tried many of the other free CRM tools out there and I am very satisfied with how streak works and the logic it uses. Cheers, Cristina Santamarina [email protected] On Friday, November 23, 2012 7:55:39 PM UTC+1, Rogelio 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.
