My (small) company provides services in people's homes. We'd like to use electronic maps to plan technician routes and better understand where our clients are geographically. What (Mac-compatible) software or web service might help with this?
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posted by Clandestine Outlawry
on Apr 16, 2013 -
2 answers
I want a contact management system that will remind me to:
(1) follow up with new people I meet, and track when I do, and
(2) reach out to those people on a regular basis (and track when I do).
Please share your own app-based or text-based system for doing this!
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posted by incandescentman
on Mar 12, 2013 -
4 answers
My customers will sign up for weekly, bi-weekly or monthly shipments of a product. After I've processed their payment, what are some online customer database solutions for managing my current customers and generating things like shipping labels and order forms so that each week I can pack my boxes full of product and ship them?
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posted by jrholt
on Mar 10, 2013 -
2 answers
My small financial services firm needs to keep track of our customers and how much progress we have made selling them different investments.
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posted by otto42
on Mar 8, 2013 -
8 answers
Mac app for contact management that's tag-based, intelligently integrated with social networks, and LOCAL? (All data usable and modifiable without a live internet connection.)
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posted by kalapierson
on Mar 4, 2013 -
1 answer
We want to move to a new CRM provider, but our old CRM provider is holding our data hostage. Is there any recourse?
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posted by doomtop
on Dec 19, 2012 -
15 answers
My business is booming and it's driving me crazy! The process that worked when only a few orders trickled in isn't scaling and I am finding myself prisoner to my workflow.
Email and google spreadsheet is clearly not cutting it and I need input on a project management or order system.
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posted by hellodonna
on Sep 20, 2012 -
14 answers
I need to organise some kind of database for my non-profit training organisation, to track students, courses taken, etc in Moodle, and possibly to integrate with a Joomla site as well. I've been told that Access will not work for us. Will a Customer Relations Management thing suit us, or is something more required? If so, what should we be looking for? Requirements and constraints inside.
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posted by harriet vane
on Sep 18, 2012 -
4 answers
I want to have a large number of unique URLs, all pointing to the same content. Like a million of 'em, so we can track individual recipients' behaviors online; one URL (or set of related URLs) per recipient (say we're sending them an email or a postcard with a QR code).
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posted by Mister_A
on Aug 28, 2012 -
3 answers
Project, workflow, and customer management tools for web design and service firm? I want to manage (many) small web projects through design, approval and launch steps, then have billing attached.
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posted by mtstover
on Feb 16, 2012 -
2 answers
I'm running OS X 10.7.2 and I need to access a Microsoft Dynamics CRM system. It won't work in FF, Safari or Chrome; it only wants IE. Of course, no versions of IE will work post-Lion (no more Rosetta). Is there any OS X native solution to this?
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posted by digitalprimate
on Feb 1, 2012 -
10 answers
I've been suckered in to finding a web app that will take a list of users, and flag up any who haven't paid subs by a set time. WorldPay (or similar) integration is required. My only thought is CiviCRM... can you suggest something better and easier to use?
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posted by sodium lights the horizon
on Nov 1, 2011 -
2 answers
Is there an off-the-shelf tool my small company can use to manage our PR contact list, our outreach efforts, and the results we've gotten (i.e. product reviews and articles)?
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posted by alms
on Sep 29, 2011 -
6 answers
(Mac-based) small business software and integration -- don't know what exactly I'm looking for here, which makes it tough to ask questions and find solutions! Currently using a cobbled-together mix of programs and web-based software (AccountEdge, e-junkie, more), but I am wondering if I could streamline/improve/do things differently.
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posted by bitter-girl.com
on Sep 9, 2011 -
2 answers
CRM Filter: I have a very small, but growing, business and we're at the stage where we need a CRM tool but Salesforce is really too much for us. What can you recommend that will be small enough that we'll actually use it but powerful enough that we won't outgrow it within a year or two?
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posted by HopStopDon'tShop
on Jul 6, 2011 -
13 answers
I'm a social scientist heading off to do a year of field research, which will include lots and lots and lots of interviewing. What tools to you recommend to keep all your interviewees' data straight, and to show how they are connected to each other?
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posted by foodmapper
on Jun 6, 2011 -
8 answers
I was recently promoted to developer relations at my company, and I'd like to keep better track of those developer relationships than I've previously done. I use a macbook pro, an iPhone, and an iPad.
What software do you recommend?
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posted by TimeDoctor
on May 19, 2011 -
5 answers
Do I need a CRM, or does something else exist for IT clients? Focus on managing existing subscription services, rather than sales leads.
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posted by Wossname
on Apr 13, 2011 -
6 answers
Asking-for-my-girlfriend: What are some good tools (project management, CRM, accounting) for an artist starting a business selling printed textiles on Etsy?
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posted by heliostatic
on Aug 1, 2010 -
1 answer
Does a (preferably open-source) application exist that's one part Customer Relationship Manager (CRM, eg SugarCRM) and one part Enterprise Content Management (ECM, eg: Sharepoint, Alfresco)? Or one that bridges the gaps, connecting relationships with people to documents?
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posted by Alterscape
on Jun 30, 2010 -
3 answers
What are good choices for lead management/CRM solutions for Realtors? Something that can be integrated with a Realtor's website (in terms of lead capture, etc.) would be preferable, especially if it can work with Drupal. I'm asking as part of a web design/marketing team that may work with a Realtor soon.
posted by entropic
on Jun 8, 2010 -
4 answers
Looking for your experiences in CRM (SFDC) migration and adoption. Specifically we are at the point where all the data has been moved in from an old system, but it is full of outdated information and there's plenty of foot-dragging in getting with salesforce. What now?!
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posted by n y my
on Apr 30, 2010 -
0 answers
I started using Harvest about a month ago for invoicing and I love it. Now, I'm looking for a similar product for very basic CRM. So basic, in fact, that I'm not sure you'd even call it CRM. I want something that will allow me to keep a client's contact information and, in a fast, super-easy, as-few-clicks-as-possible way, let me schedule a reminder for a specific date and time or "two weeks from now" or "every Tuesday."
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posted by The Dutchman
on Dec 2, 2009 -
3 answers
I'm looking at a combination of Basecamp, Highrise and a time tracking/invoicing widget (probably Harvest).
You are a Highrise/Basecamp/Harvest user (preferably as a business owner), and I ask you: will taking the plunge make me happy?
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posted by NekulturnY
on Nov 18, 2009 -
8 answers
TechFilter:
I'm part of a medium-sized IT support company and we're looking at some new helpdesk/workflow management software. What advice can you give on your setup or software you are currently working with?
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posted by de1mar
on Oct 14, 2009 -
8 answers
My company needs simple CRM - we don't need the thousands of bells and whistles that come with other products. Also, we need buy-in. What are my options?
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posted by namewithhe1d
on Sep 24, 2009 -
8 answers
Is there a free or cheap shared PIM that imports and exports vCards with pictures?
Preferably something suitable for film production?
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posted by Josh Coe
on Sep 18, 2009 -
3 answers
CRM and email-marketing software: Are they ever the same software? Should they be?
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posted by bingo
on Jul 8, 2009 -
5 answers
What's a good, desktop-based (not web) CRM program? It should also be able to sync with a Palm Treo and over the local network and integrate with multiple Microsoft Office versions.
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posted by mccarty.tim
on Mar 10, 2009 -
3 answers
My company is looking for a comprehensive package to manage our IT company, which has grown 1000% over the past 4.5 years. I believe we have outgrown our existing solution.
It has to be scalable, user friendly, integrate with Quickbooks, ideally would integrate with Kaseya, and generally be a very full solution.
Honestly,
Autotask is the best thing we have found, but it is not an option as we cannot host it ourself. Outsourcing all client data to another company means we are beholden to that company for life and that is not an option.
We tested Commit but the web interface just wasn't robust. The program itself was very functional, but the interface would lead one to believe that it was intended for smaller shops so we are going to stay away from it.
All suggestions and critiques are welcome.
posted by titans13
on Mar 8, 2009 -
4 answers
We need a new e-commerce provider (Volusion, Shopify etc.) and I'm looking for suggestions from current platform users or general opinons. We have a set of somewhat specific needs. More inside.
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posted by GilloD
on Feb 6, 2009 -
8 answers
Help me figure out a CRM/Sync solution! I'm going crazy trying to figure out a good solution for a small firm; need to sync contacts, more inside...
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posted by vrdx
on Jan 11, 2009 -
3 answers
I'm looking for software to manage contact information in a way that may be similar to how a landlord might manage an apartment building.
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posted by unformatt
on Jun 10, 2008 -
1 answer
Can you recommend a hosted CRM system that lets me create a new contact by forwarding an email to a drop box? I'm using Highrise and looking for a replacement.
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posted by PatoPata
on May 5, 2008 -
4 answers
I'm looking for a shareable/collaborative Contact and Calendar Management program.
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posted by nerdcore
on Jan 30, 2008 -
3 answers
Hello MeFi peoples, I am trying to find the tool or tools to run my sustainable business consulting practice, which I started in August, and I've been going a bit nuts with too many choices. I've been looking all over, and am getting near hits, but all "not quite there"s. Highrise sort of works, but has some quirks that that it doesn't hit the mark, and it's missing some of what I want to do. Daylite looks interesting, but no...well I'll explain below. Basecamp, same thing. Copper, ditto. Help me find the needle(s) in the haystack!
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posted by healthyliving
on Dec 19, 2007 -
14 answers
Anyone know of a super simple, web based contact/history manager? A client is looking to upgrade from an old FileMaker database. It's an order-based business, but there are also consultations, interviews, etc. that happen with some customers. I'd like to find an app that I can export customers and order details from the website to and add a history function so that he can pull up a complete profile on the customer when he talks with them on the phone.
Ideally, it would be an open source app that I can run on a local web server, but I suppose a hosted app would be fine as well. I've tried SugarCRM but it has way too much functionality for this type of business. Thanks, Hivemind!
posted by cdmwebs
on Nov 12, 2007 -
9 answers
What are good programs for sharing contact and calendar information in a small office? The most attractive piece of software I've found so far is "ACT!"
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posted by redteam
on Jul 12, 2007 -
11 answers
CRM / Project Management question: Help me find a solution for handling both CRM and Project Management in a seamless fashion (either via OpenAir / SalesForce, or a totally new solution)
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posted by twiggy
on Jul 2, 2007 -
4 answers
