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? [more inside]
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? [more inside]
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? [more inside]
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? [more inside]
posted by Josh Coe on Sep 18, 2009 - 3 answers

Recommendations for web based customer support service? [more inside]
posted by specialk420 on Aug 21, 2009 - 3 answers

CRM and email-marketing software: Are they ever the same software? Should they be? [more inside]
posted by bingo on Jul 8, 2009 - 5 answers

I'm looking for a wiki-database hybrid that I can self host. [more inside]
posted by raamenchan on Jul 4, 2009 - 9 answers

What is/are Pipeline Reports? [more inside]
posted by momzilla on May 28, 2009 - 6 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. [more inside]
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. [more inside]
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... [more inside]
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. [more inside]
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. [more inside]
posted by PatoPata on May 5, 2008 - 4 answers

I'm looking for a shareable/collaborative Contact and Calendar Management program. [more inside]
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! [more inside]
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!" [more inside]
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) [more inside]
posted by twiggy on Jul 2, 2007 - 4 answers

Looking for a web system to automatically send reminder emails to registered clients who don't submit documents on time. [more inside]
posted by bakerybob on May 26, 2007 - 6 answers

Web-based CRM. Give me something smart to ask the vendor. [more inside]
posted by priorpark17 on Apr 2, 2007 - 6 answers

I'm a web designer and a new client is interested in a CRM (Client Relationship Management). I've never used them (though have used plenty of CMSes). She's mentioned SalesForce and I've taken a scoop through their site. I'm wondering a) what other CRMs MeFites can recommend and b) if anyone has any first-hand experience with SalesForce itself and can offer any opinion. Thanks.
posted by Manhasset on Jan 31, 2007 - 16 answers

I am starting a job search in earnest and I have been getting great response, thankfully. I am concerned, however, that something may slip through the cracks, as calls and contacts are coming in from all directions (e-mail, voicemail, others). Is there a low- or no-cost option to manage the contacts in one location (web site, computer, web server, etc.)? More details below... [more inside]
posted by JLobster on Jan 2, 2007 - 6 answers

Small Business Filter: I'm looking for an good out-of-the-box CRM solution for a small business. [more inside]
posted by discokitty on Aug 29, 2006 - 4 answers

How do I convince the boss that we need to deploy an Enterprise Resource Planning (ERP) project. [more inside]
posted by five fresh fish on Aug 16, 2006 - 10 answers

I need recommendations for a contact database [details forthwith]. [more inside]
posted by karmaville on Jul 13, 2004 - 5 answers

Needed: Reliable software that will automatically respond to email sales leads, send those sales leads to our dealers in the customer's particular region, and follow up with an email to the customer a week later to see if the dealer has contacted him or her, or if a sale has been made. [more inside...] [more inside]
posted by lotsofno on Jun 1, 2004 - 4 answers