I've tried that. We weren't a fan of the UX but did like the integrated project management. HighRise has a separate sister product, BaseCamp but they operate effectively separately.
That said, in general, I would recommend Insightly Jerome > On Jan 14, 2016, at 6:40 AM, Dina Lynch Eisenberg <[email protected]> > wrote: > > 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] Google Groups >> Topic digest >> View all topics >> CRM - 2 Updates >> Coworking: A community of work / Article - 2 Updates >> Printing - Cloud Solution? - 2 Updates >> CRM >> CLUB coworking <[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]>: 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 >> Coworking: A community of work / Article >> Marko Orel <[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]>: 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 >> Printing - Cloud Solution? >> TatjanaRose <[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]>: 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 >> You received this digest because you're subscribed to updates for this >> group. You can change your settings on the group membership page. >> To unsubscribe from this group and stop receiving emails from it send an >> email to [email protected]. > > > -- > > > > Dina Lynch Eisenberg JD > 415-741-1822 | [email protected] | http://OutsourceEasier.com | > Outsourcing Goddess > > > Get a signature like this: Click here! > > > -- > 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. -- 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]. 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