Hi all, One of our data center members, John Roberts, was the founder and creator of SugarCRM (http://www.sugarcrm.com/) which still has a free community version you might check out.
He has also recently launched his new system X2Engine (http://www.x2engine.com/), another totally open source CRM solution. At Cruzio, we're an ISP as well as a coworking space and have a pretty well-developed billing/customer management system. But I also use Highrise -- largely, as Alex says, as a lead management tool and contact database. James Cruzioworks On Nov 26, 2012, at 8:30 AM, Alex Hillman wrote: > For all of the talk about what tools there are, I'm wondering if any of you > who are using these CRM tools can share a bit about your workflow using the > tools you've chosen, in detail? > > CRM tools, as I've experienced them, are more about lead management than > relationship management and that's made them really clunky for us. > > I'm hoping somebody's come up with a workflow that's just not obvious to me > and can share the workflow is valuable for them! > > -Alex > > -- > /ah > indyhall.org > coworking in philadelphia > pre-order my new eBook, "the business of community" > On Monday, November 26, 2012 at 11:27 AM, Tom Lewis wrote: > >> On this subject, we've tried a few links between Highrise and Google mail, >> and Colabspot have the most amazing chrome extension which bridges them >> perfectly, allows you to send emails to a case, shows you all the history >> within the google mail window, etc etc. It's far and away the best HR to >> gmail solution we've seen so far. >> >> On Saturday, November 24, 2012 5:33:23 AM UTC, Jerome 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. >> >> > > > -- > 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. 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