Rich,I recently walked the tedious and time consuming "we need to find a CRM / Salesforce Automation tool!" and did a bunch of research. We needed a straightforward salesforce automation tool to help manage leads, deals, customer data, track communications, deadlines, estimate contract amounts, etc and I fell upon PipeLine Deals CRM. It's a fully web based CRM targeted towards sales and is only $15 a month per employee using it. Its interface is beautiful, fast, and easy to understand. The biggest issue I had was all of the clutter and unnecessary things other CRMs introduced. I highly recommend you give PipeLine deals a try if you're willing to bypass the open-source solution for this use case. They also have an iPhone interface, which I use almost every day for my company. I recommend you check it out: http://www.pipelinedeals.com/. They have a free 30-day demo. Use it to import your leads and familiarize yourself with the beautiful AJAX driven interface. It's extremely straightforward and simple.
I wish you the best of luck on this journey. There are, literally, hundreds (if not thousands) of software solutions that claim to be a CRM. The issue is, CRM is such a loose term that they are all really different and are tailored to different purposes. The ones that claim can do it all are incredibly bloated. I simply needed a tool just for sales right now and PipeLine Deals was the right choice. Take care! -- *Rami Kassab* - Sales & Operations Director 503.888.8605 [email protected] *Typethink - Creative Web Firm* P 503.626.6231 F 503.626.6233 6025 SW Jean Rd. Lake Oswego, OR 97035 www.typethink.com On Tue, Feb 3, 2009 at 7:59 PM, Rich Shepard <[email protected]>wrote: > I really need a CRM/Sales Tracking application for my business. TinyERP > looks like it will do, but I'm having difficulties with it and the mail > list > is completely non-responsive. (I tried a Microsoft-centric, web-based/flash > required one called SnapCRM, but it also has big issues I cannot resolve.) > > Anyway since TinyERP is a Python app I should be able to dig through it > and fix what's not working. But, I need to see the program flow to find the > right spot to fix. The current problem is connecting to the created > database. I log in as a user and try to open the terp database, but get a > message that there was a connection error. The UI/postgres middleware is > psycopg, a library with which I am unfamiliar. > > Is there a python development tool similar to ctags that will allow me to > trace where the db connection problem is located? Is anyone here interested > and willing to work with me on resolving this issue -- and any others that > come up once I am able to get in to the db? > > Thanks, > > Rich > > -- > Richard B. Shepard, Ph.D. | Integrity Credibility > Applied Ecosystem Services, Inc. | Innovation > <http://www.appl-ecosys.com> Voice: 503-667-4517 Fax: > 503-667-8863 > _______________________________________________ > Portland mailing list > [email protected] > http://mail.python.org/mailman/listinfo/portland > -------------- next part -------------- An HTML attachment was scrubbed... URL: <http://mail.python.org/pipermail/portland/attachments/20090203/5c5f266b/attachment.htm> _______________________________________________ Portland mailing list [email protected] http://mail.python.org/mailman/listinfo/portland
