Jerome, I'm using Insightly which may work very well for you. It's a bit more robust than standard CRM and allows for tracking opportunities and simple project management. Hope that helps. Warmly, Dina Eisenberg
On Thursday, January 14, 2016, <[email protected]> wrote: > [email protected] > <https://groups.google.com/forum/?utm_source=digest&utm_medium=email#!forum/coworking/topics> > Google > Groups > <https://groups.google.com/forum/?utm_source=digest&utm_medium=email/#!overview> > <https://groups.google.com/forum/?utm_source=digest&utm_medium=email/#!overview> > Topic digest > View all topics > <https://groups.google.com/forum/?utm_source=digest&utm_medium=email#!forum/coworking/topics> > > - CRM <#-1478758554_group_thread_0> - 2 Updates > - Coworking: A community of work / Article > <#-1478758554_group_thread_1> - 2 Updates > - Printing - Cloud Solution? <#-1478758554_group_thread_2> - 2 Updates > > CRM > <http://groups.google.com/group/coworking/t/80b22a2ba3084fb?utm_source=digest&utm_medium=email> > CLUB coworking <[email protected] > <javascript:_e(%7B%7D,'cvml','[email protected]');>>: Jan 13 > 06:54PM -0800 > > Hi there! > We're working on opening a new coworking space in Downtown Ulaanbaatar, > Mongolia and we'd like to hear about your experience with CRM systems. > > > - > > We’d like to ask for your advice, how do you keep track of your clients? > what crm do you use?I’ve tried logging onto hubspot, zoho and sugar, but > all of them seem very confusing, have so many different functions… I’m > sure > they’re all useful once you get to know them and given you need all of the > functions, but I don’t know if we need all of the functions. I could > imagine just using a spreadsheet while we’re still small, but once we > grow, > we don’t want to deal with switching to a different system. If you were > to do it over again, would you use a different system and would you > suggest > us to use that as well? > - > > As for requirements, it should have at least the following: > - > > Name > - > > Contact Information > - > > Membership Status > - > > Payment Status > - > > Leads tracking/prospect pipeline > - > > appointment scheduling? > - > > Emailing? > - > > Should be: > - > > Intuitive, simple & easy to use > - > > Don’t want to spend a lot of time entering information manually > - > > If it takes more time than creating and maintaining an excel > spreadsheet, it probably isn’t worth it > - > > We’re currently looking into: hubspot free crm, zoho, and sugarcrm > - what crm would be best to use to track this? > > Thanks a bunch! > > CLUB coworking > Jerome Chang <[email protected] > <javascript:_e(%7B%7D,'cvml','[email protected]');>>: Jan 13 08:51PM > -0800 > > We use HighriseHQ. I tested its simplicity years ago by seeing how quickly > and easily staff took to it. :-) > > You can use it to tag/categorize membership and payment status, but you > should really do this thru your sales/booking/membership system, not your > CRM…unless your CRM is integrated with your sales/booking/membership system. > > > JEROME CHANG > > CENTRAL: Mid-Wilshire > 5405 Wilshire Blvd (2 blocks west of La Brea) | ph: (323) 330-9505 > > > EAST: Downtown > 529 S. Broadway, Suite 4000 (@Pershing Square) | ph: (213) 550-2235 > > NORTH: Pasadena (Opening 2016 Q2!) > 600 E. Colorado Blvd. (@Los Robles) > > > > > > Back to top <#-1478758554_digest_top> > Coworking: A community of work / Article > <http://groups.google.com/group/coworking/t/9cac89bc7a28b637?utm_source=digest&utm_medium=email> > Marko Orel <[email protected] > <javascript:_e(%7B%7D,'cvml','[email protected]');>>: Jan 12 > 03:38AM -0800 > > Greetings, > > > For the last couple of years, I’m dealing with research (as a PhD > candidate) on how relations between working individuals who use open > collaborative spaces in certain period of time are being formed via both > moderated and spontaneous networking processes. In the meantime, I managed > to open with the two other co-founders a coworking space and creative > centre (*Creative Centre Poligon* <http://www.poligon.si/en/>) in > Ljubljana, Slovenia (Europe) which has grown to one of the biggest in the > region (150 members & 250 events annually) with amazing community based on > values of sharing, collaborating and helping each other. > > > > Anyhow, recently I have published an academic article (in co-authorship) - > we tried to examine the specific needs of the rising creative class, > identifying their urgent need for uninhibited sharing of information, > knowledge, ideas and material resources. In the article, we argue that > coworking spaces are favoured by the creative class, because they offer a > community of work which facilitates the culture of sharing. To illustrate > what it takes to establish such a community of work, we present a case > study of before mentioned Creative Centre Poligon which suggests that > community building is a multi-step process that needs careful management > and plenty of time. > > > > If anybody out there is interested on how (creative) community can > co-create a coworking space and thus embodies a bottom-up process, I > kindly > invite you to take a look at the *article* > <https://www.academia.edu/20097931/Coworking_A_community_of_work> and > share > your thoughts with me. > > > > Best, > > Marko Orel > > Co-founder > > Creative Centre Poligon > Jerome Chang <[email protected] > <javascript:_e(%7B%7D,'cvml','[email protected]');>>: Jan 13 08:52AM > -0800 > > I only read your abstract and it seems the last sentence could/should say, > "focus on the community first [at existing physical spaces not building new > coworking spaces]!"...which is the mantra in these circles! > > Jerome > www.BLANKSPACES.com > > Back to top <#-1478758554_digest_top> > Printing - Cloud Solution? > <http://groups.google.com/group/coworking/t/86114e99d5b14840?utm_source=digest&utm_medium=email> > TatjanaRose <[email protected] > <javascript:_e(%7B%7D,'cvml','[email protected]');>>: Jan 13 > 03:45AM -0800 > > Hi Jerome, > > Thanks for the response - that's surprising and certainly helpful to hear! > I'll double check that they support macs as that is really key for us! > Guess everyone has battles with certain printers/drivers and operating > systems :( > > Tatjana > > On Tuesday, January 12, 2016 at 1:45:29 PM UTC, Jerome wrote: > Brian Crotty <[email protected] > <javascript:_e(%7B%7D,'cvml','[email protected]');>>: Jan 13 06:18AM -0800 > > Ezeep got purchase by another company (ThinPrint) and they are working on > improving the whole system. The existing platform is also still running so > I assume they are also taking on new customers. Some other spaces we know > also use PaperCut (one-time fee to create a print server in your space). > > Brian > > > On Tuesday, January 12, 2016 at 2:23:19 PM UTC+1, TatjanaRose wrote: > Back to top <#-1478758554_digest_top> > You received this digest because you're subscribed to updates for this > group. You can change your settings on the group membership page > <https://groups.google.com/forum/?utm_source=digest&utm_medium=email#!forum/coworking/join> > . > To unsubscribe from this group and stop receiving emails from it send an > email to [email protected] > <javascript:_e(%7B%7D,'cvml','coworking%[email protected]');>. > > -- [image: photo] *Dina Lynch Eisenberg JD* 415-741-1822 | [email protected] | http://OutsourceEasier.com | Outsourcing Goddess <http://facebook.com/outsourceeasier> <http://linkedin.com/in/dinalyncheisenberg> <http://twitter.com/dinaeisenberg> Get a signature like this: Click here! <http://ws-promos.appspot.com/r?rdata=eyJydXJsIjogImh0dHA6Ly93d3cud2lzZXN0YW1wLmNvbS9lbWFpbC1pbnN0YWxsP3dzX25jaWQ9NjcyMjkzOTI3IiwgImUiOiAiNTczMjU2ODU0ODc2OTc5MiJ9> -- 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. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. For more options, visit https://groups.google.com/d/optout.
