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
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