8 posts tagged with management and crm. (View popular tags)
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Order or Project Management System Suggestions... I am drowning!

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. [more inside]
posted by hellodonna on Sep 20, 2012 - 14 answers

 

Service firm workflow software

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. [more inside]
posted by mtstover on Feb 16, 2012 - 2 answers

CRM for an Advertising business, with some production tracking

CRM plus something more for a small office? [more inside]
posted by shinynewnick on Jul 19, 2011 - 8 answers

Help me rebuild my office helpdesk/workflow setup.

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

Looking for a great customer management/scheduling solution for a growing IT company

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

What kind of CRM-like software can manage contacts via a building layout?

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

Good programs for sharing contacts and calendar info in a small company?

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

Sales Cycle Management

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

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