CRM recommendations

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onebytemike

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#114078 7-Feb-2013 14:25

A friend of mine is about to start building a database of potential customers, competition and other leads and I suggested they use some form of CRM. Only problem is, I haven't used any other than in-house developed solutions.

Can anyone suggest some good, preferably free CRM software to try?

thanks

freitasm

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#756982 7-Feb-2013 15:02

Try Zoho CRM. Lots of features/resources, free edition available.

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ajobbins

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#756989 7-Feb-2013 15:21

I've had a play with Sugar CRM Community edition (free, open source) and found it to be pretty good.

Might be worth having a play with some free ones (They sometimes have demo sites available) and see what you like best in terms of features and usability.

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ipbug

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#756992 7-Feb-2013 15:28

SugarCRM is also good option if you would like to go for opensource.

gzt

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#757328 8-Feb-2013 14:00

What kind of business is your friend in? Some solutions are built for specific business types and will extend easily into other areas like job tracking or materials tracking for the exact nature of the business.

onebytemike

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#757341 8-Feb-2013 14:21

gzt: What kind of business is your friend in? Some solutions are built for specific business types and will extend easily into other areas like job tracking or materials tracking for the exact nature of the business.

It's online retail.

Thanks to all those who have responded. I'll be installing something this weekend for them to try.

Atlanta55

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#760269 12-Feb-2013 16:46

We have been using Zoho CRM, Zoho Support and Zoho Meeting for several months now and I can't recommend them highly enough. Excellent, instant technical support and a local face in Auckland to go to for advanced consulting if required.

freitasm

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#764178 18-Feb-2013 14:24

I had a meeting with Batchbook today, at Xero offices. They're here in New Zealand showing their online CRM platform with Xero integration. Sleek, if you have Xero accounting (or even if you don't). Their $20/month plan is suitable for small businesses with a good number of clients and unlimited number of users.

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Snowflake

#784162 19-Mar-2013 23:37

if anyone wants to take a look at Microsoft Dynamics CRM then a 30-day free online trial link is available here: http://crm.dynamics.com/en-nz/trial-overview

if you are looking to develop an online (cloud) or on-premises version of Dynamics CRM further to suit your business, get in touch with me and I can put you in contact with the right people.

We're expecting some big announcements around Dynamics CRM and product roadmap at the annual Dynamics Convergence conference in New Orleans this week. The keynote and some other general sessions are going to be available 'live' over the web and are kicking off in a few hours time.... https://presentations.inxpo.com/Shows/microsoft/MSConvergence/3-13/Registration/Registration.html

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lchiu7

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#786050 23-Mar-2013 20:11

I am about to deploy Microsoft CRM on premises but on a subscription licence model. But having Windows Servers and SQL licences available and oodles of capacity to bring up VM's makes it a bit easier than if were to start from scratch.

Staying in Wellington. Check out my AirBnB in the Wellington CBD. https://www.airbnb.co.nz/h/wellycbd PM me and mention GZ to get a 15% discount and no AirBnB charges.