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Forums > General Off Topic Chit-Chat

Good CRM?



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Vin Thomas

Posted: Jan 09, 2010
Score: 0



I am looking for a good Customer Relationship Manager. Ideally, I would like something to track my business relationships, contact details, when we last talked, notes on what we talked about, follow up tasks, etc.

I know there are a couple decent ones out there (Highrise, SalesForce, etc). But many of them charge more per month than Toodledo does for a year.

Does anybody have any success with a good CRM?
mark

Posted: Jan 12, 2010
Score: 0



If you use Google Apps then you can get a free Salesforce account that offers basic CRM functionality.
http://www.salesforce.com/googleapps/

Pretty much what you described but not to the level of creating quotes, invoices, etc.
I started to use it and quite liked it until my company imposed ACT on everybody and then my own personal corner of hell was created.
:D
PeterW 

Posted: Jan 19, 2010
Score: 0



Our company is currently using salesforce.com but our sales director pitched a replacement today that looked cool. It is called Prophet and it is an Outlook Add-in.

http://www.avidian.com/
Vin Thomas

Posted: Jan 19, 2010
Score: 0



I am a Mac user, so an Outlook Add-in won't do it for me. Thanks for the suggestion.

I did find a couple that look promising:

http://www.javelincrm.com/
http://www.batchblue.com/

Any others would be appreciated since I haven't really built roots with either of these...
Scott

Posted: Jan 19, 2010
Score: 0



I've been using BatchBook (from batchblue) for a few years now and think it's tremendous. Super customizable and really flexible. For all purpose CRM needs I don't think you can beat it.

sb
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