Good CRM Software

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CBSYS

129 posts

Master Geek

Topic # 114630 26-Feb-2013 09:48

my business need a CRM software to help the business keep growing.

The requirements are as following:

1. sales and marketing management
2. email and attachments link with contacts
3. reminder
4. support job recording
5. reports

I had a look at Zoho and Batchbook, the price for basic plan is alright, but it's only got 2000 contacts limitation for Batch book. and next level up is a bit too expensive for me.

Is it true the free ones are not good as paid ones?

If some one could help me on this, it would be great appreciated.

Regards,
Alvin

igorportugal

82 posts

Master Geek
+1 received by user: 3

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Reply # 770295 26-Feb-2013 09:54

Have you looked at SugarCRM or vTiger?

CTO
Vadacom Limited

CBSYS

129 posts

Master Geek

Reply # 770303 26-Feb-2013 10:07

igorportugal: Have you looked at SugarCRM or vTiger?

hi igorportugal,

Thanks for your help on this, no I haven't tried them yet, but I've had a brief look on the websites.
Could I ask are you any one of them by yourself?

Cheers,
A

gehenna

3953 posts

Uber Geek
+1 received by user: 509

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Reply # 770305 26-Feb-2013 10:11

There was a discussion about this just the other day here: http://www.geekzone.co.nz/forums.asp?forumid=86&topicid=114078

igorportugal

82 posts

Master Geek
+1 received by user: 3

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Reply # 770306 26-Feb-2013 10:16

We use SugarCRM open source. It does most of what you are after, it is free and it is better than most commercial systems. It is not ideal, but it works. There are commercial systems that might work better for us, but I found the switch being too expansive.

CTO
Vadacom Limited

CBSYS

129 posts

Master Geek

Reply # 770307 26-Feb-2013 10:16

gehenna: There was a discussion about this just the other day here: http://www.geekzone.co.nz/forums.asp?forumid=86&topicid=114078

Yes, i saw that one too.
But i am expecting a bit more help please.

Thanks

Oriphix

501 posts

Ultimate Geek
+1 received by user: 28

Reply # 770308 26-Feb-2013 10:17

I suggest ConnectWise depending on your budget and what you are using it for.

I wouldn't use free software for your business as if support runs out on it or they just give up on the project you will not be in a good place etc.

I suggest paid ones.

CBSYS

129 posts

Master Geek

Reply # 770309 26-Feb-2013 10:18

igorportugal: We use SugarCRM open source. It does most of what you are after, it is free and it is better than most commercial systems. It is not ideal, but it works. There are commercial systems that might work better for us, but I found the switch being too expansive.

Hi igorportugal,

this answer is really helping me. Thanks heaps!
Is Sugar easy to use or very complicated?

Cheers,
A

gehenna

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Reply # 770310 26-Feb-2013 10:26

Sugar is easy to use and set up but you pay a lot for the support.

CBSYS

129 posts

Master Geek

Reply # 770316 26-Feb-2013 10:28

Oriphix: I suggest ConnectWise depending on your budget and what you are using it for.

I wouldn't use free software for your business as if support runs out on it or they just give up on the project you will not be in a good place etc.

I suggest paid ones.

Hi Oriphix,

Thanks for your help.
ConnectWise looks like a PSA software rather than CRM
Correct me if i'm wrong.

Thanks

gehenna

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Reply # 770338 26-Feb-2013 10:44

Connectwise is a PSA product you are correct.

CBSYS

129 posts

Master Geek

Reply # 770365 26-Feb-2013 11:01

gehenna: Sugar is easy to use and set up but you pay a lot for the support.

Hi gehenna,

Thanks very much for your help.
What your mean about support.
Are you talking about i call or email them if i have some problem?
Do i really need support?

I understand doing business need on going reliable support, just trying to find a better solution for my small 4 employee biz at the moment. Cheers,

igorportugal

82 posts

Master Geek
+1 received by user: 3

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Reply # 770867 27-Feb-2013 08:25

CBSYS:
igorportugal: We use SugarCRM open source. It does most of what you are after, it is free and it is better than most commercial systems. It is not ideal, but it works. There are commercial systems that might work better for us, but I found the switch being too expansive.

Hi igorportugal,

this answer is really helping me. Thanks heaps!
Is Sugar easy to use or very complicated?

Cheers,
A

Hi,

Sugar is not too complicated, however is not the most user friendly system either. It was designed using old school browser based technology, so often I feel you need too many clicks to achieve a simple task. This is probably the biggest complaint I get from my team.

That aside, it gives you the place to store and retrieve information. Important thing is to adopt its use for your specific business. If you develop good usage convention and discipline with your team it will be a very powerful tool.

Regards,

Igor.

CTO
Vadacom Limited

Dulouz

426 posts

Ultimate Geek
+1 received by user: 136

Reply # 770892 27-Feb-2013 09:10

I haven;t used it but spoke to people who were using http://www.nutshell.com/ - they seemed to like it and pricing is quite affordable and it integrates with heaps of other services.

Amanon

CBSYS

129 posts

Master Geek

Reply # 781453 14-Mar-2013 10:32

Finally I've decided to use vTiger.
This one looks much more user friendly.

Thanks you all for helping on this.