Categorization Website

[F1 Fan]

Hi All,

Hoping one of you can assist in suggesting an existing site that can help with the below:

Problem: I currently evaluate multiple start-up business on a weekly basis. I generally check out their online presence, and I meet with them to build a context that is relevant to my organisation. The issue is that I have to maintain this list in excel, which is not ideal (I have basic excel skills).

Requirement: I would like a site where I can log into, create some categories and then list the businesses individually. Once I click on the business, I would like a detailed box showing information on the business. It would be nice to be able to rate the businesses as well. Not looking to have something build, so it would have to be an existing site or software that has this type of functionality. I have access to Microsoft Sharepoint, and teams, so not sure if this can be built in there.

I have attached some screenshots.

 

[WAslayer]

Something CRM based should do the Troy, can't recommend one personally though..

 

[_kabal_]

https://yuediligence.com

 

[F1 Fan]

Anyone else?

 

[Foxhound5366]

Well, Hubspot has a free CRM that you can easily upload businesses, make notes on them, categorise away ... it's technically all about tracking where clients are in the sales pipeline and assigning values to deals and then changing their status as it progresses, but you might be able to get it to do something else you're looking for: https://www.hubspot.com/products/crm

 

[InvisibleJim]

There are several open source CRM applications that you could try. If you aren't especially technical, you can download a Windows installer from Bitnami which is an easy way to get an instance of one of the applications up and running. If you search CRM on Bitnami there are a few options for you there.

SuiteCRM I've always liked and it is extremely customisable but others might suit you depending on your needs and preferences.

 

[Meelperd]

iAuditor
Fully customizable