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274 posts

Ultimate Geek


#196314 26-May-2016 20:06
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So what's everyone using right now? What do you like and what don't you like?

I'm starting out with a new company and need a crm.. I'm looking at the SAAS model... I have used sugar before... but did not like it.. would seem to be good if it was customized...

In any moment of decision, the best thing you can do is the right thing, the next best thing is the wrong thing, and the worst thing you can do is nothing.

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91 posts

Master Geek

  #1560419 27-May-2016 07:44
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It depends what you're wanting to do with your CRM (sales focused or service focused) and what kind of business you're in (B2B, B2C).


What specifically are you looking for?

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1025 posts

Uber Geek


  #1560420 27-May-2016 07:46
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Dynamics CRM is excellent, easy to customise. Don't know how price compares


274 posts

Ultimate Geek


  #1560421 27-May-2016 07:50
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B2B Sales. Mostly large business...
Thanks :)

In any moment of decision, the best thing you can do is the right thing, the next best thing is the wrong thing, and the worst thing you can do is nothing.

665 posts

Ultimate Geek

  #1560424 27-May-2016 08:07
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I use and have found it works well and is reasonably priced. Would recommend it.


15429 posts

Uber Geek

  #1613219 17-Aug-2016 13:30
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Salesforce seems to be used quite  a bit.

455 posts

Ultimate Geek


  #1613220 17-Aug-2016 13:38
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I am very experienced with SalesForce but it's a bit overkill for small business.




Lately we have been using a lot. It's great





2426 posts

Uber Geek


  #1613228 17-Aug-2016 13:42
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CADMAX: B2B Sales. Mostly large business...
Thanks :)


There's lots of SaaS CRM providers, all doing slightly different things.


Depends on what you are going to use it for, and what other systems (if any) it needs to integrate with. What sort of sales? Do you need to manage inventory, fulfillment/processing, shipping etc.? Billing and debtor management? Or just clients, opportunities and sales? 






15429 posts

Uber Geek

  #1613238 17-Aug-2016 13:59
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It does also depend on what your SAAS ecommerce systems are compatible with. They will normally have a page listing the CRMs they can support.

21941 posts

Uber Geek

Lifetime subscriber

  #1613243 17-Aug-2016 14:06
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Ick, I really dislike web based CRM's!


Hmm Bitrix has self-hosted, that's at least some compromise.



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