Geekzone: technology news, blogs, forums
Guest
Welcome Guest.
You haven't logged in yet. If you don't have an account you can register now.
Buying anything on Amazon? Please use the Geekzone Amazon aff link.




1348 posts

Uber Geek
+1 received by user: 148


Topic # 138769 16-Jan-2014 10:03 Send private message

Hey guys,

I've found a couple of customer management systems that are open source, but they seem a little clunky and don't seem to have what I want.  I'm posting here, because I thought maybe some of them do and I just have not found them.  I need a project management/CRM system for two reasons.  One is my current job.  We do a lot of quotes, invoicing...etc.  The current system is to make a word document from a template in a folder, number it save it and print it.  Trouble is, when 2 people are working on quotes at once...You get duplicate numbers, which is SO bad.

We also get huge files that get spread around via memory sticks and different computers.  Most of the information we get is verbal and nobody records it which results in repeated work 8 times out of ten.  The goal is to improve productivity, waste less stock and keep the customer happier in this instance.  Would like to be able to host and manage all this myself inside our network due to the large files.  Cloud based solutions would not be practical with our 6Mb/s connection.

I'm also toying with the idea of a mobile IT service, but need something that will work on the go, easy to work with and as free as humanly possible.  A lot of the paid stuff out there is cloud based which isn't exactly ideal for me.  Are there good CRM applications that I can just install and manage myself?  I haven't been able to find any.  It seems to be saturated with all the cloud stuff.

I've looked at OpenCRX and Dolibarr.  Dolibarr seems to be the best candidate so far.

Does anyone know of any more?  Is there a solution out there with a subscription that won't empty the bank?

Cheers,
David





Sometimes what you don't get is a blessing in disguise!

Create new topic
873 posts

Ultimate Geek
+1 received by user: 185

Subscriber

  Reply # 968007 16-Jan-2014 10:15 Send private message

This answer does not meet your criteria.

We currently use CommitCRM.  Pricing is very reasonable in my opinion (compared with the commercial package industry heavyweights ConnectWise and AutoTask anyway), though CommitCRM does not have all of the features of those packages.

We've been using Xero for the last 3 years and I've been thinking about evaluating WorkFlowMax for the closer integration with Xero.




"4 wheels move the body.  2 wheels move the soul."

“Don't believe anything you read on the net. Except this. Well, including this, I suppose.” Douglas Adams



1348 posts

Uber Geek
+1 received by user: 148


  Reply # 968008 16-Jan-2014 10:19 Send private message

Dynamic: This answer does not meet your criteria.

We currently use CommitCRM.  Pricing is very reasonable in my opinion (compared with the commercial package industry heavyweights ConnectWise and AutoTask anyway), though CommitCRM does not have all of the features of those packages.

We've been using Xero for the last 3 years and I've been thinking about evaluating WorkFlowMax for the closer integration with Xero.

Our finance department actually use Xero.  I think they only know how to use what they need to use though.  I personally don't know anything about it.  Does it have some sort of customizable quote generator thing?  This is the most critical feature I need at the moment.  We need to find a better way to do that.

Cheers!





Sometimes what you don't get is a blessing in disguise!

873 posts

Ultimate Geek
+1 received by user: 185

Subscriber

  Reply # 968017 16-Jan-2014 10:27 Send private message

Xero itself doesn't do quoting, but WorkFlowMax (bought by Xero a year ago) does quotes, job tracking, and invoices (which are passed to Xero).  Pricing strikes me as reasonable.

One of its apparent strengths is the ability to set up templates...  create a new task, apply template to it, and the steps are laid out to ensure no steps are missed.




"4 wheels move the body.  2 wheels move the soul."

“Don't believe anything you read on the net. Except this. Well, including this, I suppose.” Douglas Adams



1348 posts

Uber Geek
+1 received by user: 148


  Reply # 968255 16-Jan-2014 15:52 Send private message

Spoke to our finance department today. Turns out they pretty much use the whole Xero package. They also mentioned that Xero have an update on the way that will allow for quote management with custom fields and templates. It will be a cool to keep everything within Xero.

Now I'll have to do my homework on Xero permissions. From the sounds of things there are only three settings. I don't want everyone in the building that generates quotes having access to payroll...etc.

On the open source front. Dolibarr has a free plugin which allows the use of custom fields and inputs within the project management modules. Could be handy for me later down the track.





Sometimes what you don't get is a blessing in disguise!

873 posts

Ultimate Geek
+1 received by user: 185

Subscriber

  Reply # 968270 16-Jan-2014 16:06 Send private message

Interesting...  I hadn't heard about a Quoting facility coming.

Just had a look at mine....  users options are currently:
- Read Only (Invoices and Reports)
- Invoice Only (Generate new invoices, no read access to anything else)
- Standard (Accounts functions)
- Superuser

Presumably if Xero add on some quoting, the Invoice Only user will become a Quote & Invoice Only.




"4 wheels move the body.  2 wheels move the soul."

“Don't believe anything you read on the net. Except this. Well, including this, I suppose.” Douglas Adams



1348 posts

Uber Geek
+1 received by user: 148


  Reply # 968304 16-Jan-2014 16:24 Send private message

Neither until now. Apparently it was supposed to be late 2013, but it was delayed for some reason? Now it's late 2014. So some time this year I guess. Won't bother touching permissions until the new feature is implemented then I guess, haha.





Sometimes what you don't get is a blessing in disguise!

Create new topic




Twitter »
Follow us to receive Twitter updates when new discussions are posted in our forums:



Follow us to receive Twitter updates when news items and blogs are posted in our frontpage:



Follow us to receive Twitter updates when tech item prices are listed in our price comparison site:





Trending now »

Hot discussions in our forums right now:

My un-consented UFB install
Created by thurthur, last reply by mdooher on 28-Nov-2014 18:57 (79 replies)
Pages... 4 5 6


This is the end ...
Created by joker97, last reply by heavyusr on 28-Nov-2014 21:44 (54 replies)
Pages... 2 3 4


Gigatown winner town and plans
Created by freitasm, last reply by Demeter on 28-Nov-2014 08:59 (76 replies)
Pages... 4 5 6


Seen any good Black Friday / Cyber Monday deals?
Created by Jaxson, last reply by ckc on 28-Nov-2014 15:08 (24 replies)
Pages... 2


Gull Employment Dispute.
Created by networkn, last reply by richms on 28-Nov-2014 17:57 (153 replies)
Pages... 9 10 11


Do Chorus Still Fit ADSL to Rural Cabinets?
Created by TLD, last reply by TLD on 28-Nov-2014 21:56 (17 replies)
Pages... 2


Stuff.co.nz hacked by Syrian electronic army?
Created by surfisup1000, last reply by dclegg on 28-Nov-2014 13:35 (17 replies)
Pages... 2


Excessive Vodafone Support call waiting times 75 mins and then i have to wait an hour for a callback
Created by i4n, last reply by Talkiet on 28-Nov-2014 22:15 (16 replies)
Pages... 2



Geekzone Live »

Try automatic live updates from Geekzone directly in your browser, without refreshing the page, with Geekzone Live now.

Are you subscribed to our RSS feed? You can download the latest headlines and summaries from our stories directly to your computer or smartphone by using a feed reader.

Alternatively, you can receive a daily email with Geekzone updates.