Small business customer data management (CRM/ERP type) solutions

[PaulWW]

Morning Folks,

We are a three person sales and marketing outfit and have recently migrated to O365, from a onsite server environment.

Two of us are "on the road" and one is office based.

I am looking for a VERY BASIC CRM type of solution wherein we can manage contacts and tasks.

Effectively, we must all know what has happened with each customer all the time.

Mobile access via andriod is imperative and costs are obviously a factor too.

Hubspot and Infusion soft look perfect (albeit is VERY power full) but costs are a bit out of reach currently.

SADLY outlook customer manager does not support andrioid and it does not look like it is going that route anytime soon, which is very annoying as I prefer to keep all this info in one stable if possible.

Any ideas?

How do you folk manage this data?

 

[gfmalan]

Build your own solution with a combination of the 365 products, there is apps for all of them!

 

[Thor]

Tello plus outlook plus IFTTT

 

[Trompie67]

^^^ You mean Trello?

Trello works very well. Mobile app + desktop app. Practically free - R140 a month per user ($9-99).

https://trello.com/home

 

[PaulWW]

^^^ You mean Trello?

Trello works very well. Mobile app + desktop app. Practically free - R140 a month per user ($9-99).

https://trello.com/home

Thanks Trompie67

 

[PaulWW]

Build your own solution with a combination of the 365 products, there is apps for all of them!

This is where my compromised IT/computer knowledge gets exposed - LOL!!

How would you do that?

 

[Trompie67]

Thanks Trompie67

YW - we use it for a team of 5, spread out over the country.

 

[PaulWW]

YW - we use it for a team of 5, spread out over the country.

Morning Trompie67,

I see it is promoted as a project management tool.

Does it also store contacts and interact with outlook?

 

[Adenoid Hynkel]

Also have a look at erpnext.

 

[PaulWW]

Also have a look at erpnext.

Thanks.

Do you have experience with it?

 

[Adenoid Hynkel]

Thanks.

Do you have experience with it?

Yes, I use it in my own business.

 

[PaulWW]

Yes, I use it in my own business.

Cool, looks pretty much like an accounting solution as well, does it plug into Outlook?

 

[Adenoid Hynkel]

Cool, looks pretty much like an accounting solution as well, does it plug into Outlook?

What do you mean by plug into outlook? Are you referring to sync contacts/tasks/calendar etc? If yes, I’m unsure as we don’t use O365.

Basically, we have our global email addresses setup inside erpnext, so it will pull in all mail. So all mail communication is done within erpnext. Every staff member that is assigned to the same department can view every step of the communication since engagement. It’s all under one hood. This can probably be compared with an O365 shared mailbox.

Erpnext can be daunting in the beginning. It takes time to setup properly and to understand the flow of things. However, it is very developer friendly and allows easy ways to create new workflows to expand.

When I started my first business I also looked for a solution that would support only X. As you grow you quickly realize that by using a platform that has no room to expand, was a mistake. You then move to a new application and basically start over.

Perhaps trial the on-site version. We ourselves run the open source version on our own server.

 

[Thor]

^^^ You mean Trello?

Trello works very well. Mobile app + desktop app. Practically free - R140 a month per user ($9-99).

https://trello.com/home

Tello is free