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Open source free CRM Customer Relation Management

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Open source free CRM Customer Relation Management

Old 10-31-2017, 08:10 AM
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Default Open source free CRM Customer Relation Management

I decided to put somebody at the office to start tracking and looking into prospects and leads so I would like to look into a CRM to get our feet wet...

Never used one, so something leaning on the "simple" side would be better...

Anyone use, or have one to recommend?
Old 10-31-2017, 08:29 AM
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I don't know of any that are free, but CRM is at the heart of my business. Try to determine exactly what you want it to do. I use a product that is specific to my industry called Junxure. You also need to determine if you want a cloud based system.
Old 10-31-2017, 08:31 AM
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I am using hubspot.com its free for 1 or 2 users. I have forms on my website, and when people register they come right into hubspot.

Easy to use.
Old 10-31-2017, 08:37 AM
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my son helps customize a CRM platform, work thru launch and customer support. I may be able to put you in touch with him to get some insight.
Old 10-31-2017, 08:41 AM
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It would be Odoo or SuiteCRM
Old 10-31-2017, 09:11 AM
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Originally Posted by Sprockets View Post
I don't know of any that are free, but CRM is at the heart of my business. Try to determine exactly what you want it to do. I use a product that is specific to my industry called Junxure. You also need to determine if you want a cloud based system.
I assume that what I want to do is VERY basic since we are currently doing it in a spreadsheet and outlook...(extremely rudimentary)
Basically tracking leads and prospects interactions from inception till the point they either contract our service or they tell us to go pound sands.


I usually lean towards self-hosted systems (especially for the important ones) but I would not mind this one being cloud-based.
Old 10-31-2017, 09:15 AM
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Originally Posted by bellsisland View Post
I am using hubspot.com its free for 1 or 2 users. I have forms on my website, and when people register they come right into hubspot.

Easy to use.
seems to be the one with the most amount of free features and fewer limits. I signed up.. but will wait to hear from AUVB's son, and see if he knows a better option...
Old 10-31-2017, 09:20 AM
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Originally Posted by Lorne Greene View Post
It would be Odoo or SuiteCRM
I do not think Odoo is not free, but SuitCRM was second on my short list.
Old 10-31-2017, 09:21 AM
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I was thrilled with Zoho, our office had one of the paid versions for a while. Their online tech support is top notch, there are plenty of 1st and 3rd party tutorials available, and importing records is a breeze.

Unfortunately when I was 95% done configuring it management decided we should use Sugar CRM instead. Not as user-friendly, online support took at least a day to reply, but still a decent product. When I was 2 weeks into the configuration management decided we needed to switch to SAGE CRM so it would link to our accounting software. I dragged my heels until they gave the project so someone else, SAGE sucks.
Old 10-31-2017, 09:28 AM
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Originally Posted by Craash420 View Post
I was thrilled with Zoho, our office had one of the paid versions for a while. Their online tech support is top notch, there are plenty of 1st and 3rd party tutorials available, and importing records is a breeze.

Unfortunately when I was 95% done configuring it management decided we should use Sugar CRM instead. Not as user-friendly, online support took at least a day to reply, but still a decent product. When I was 2 weeks into the configuration management decided we needed to switch to SAGE CRM so it would link to our accounting software. I dragged my heels until they gave the project so someone else, SAGE sucks.
Interesting.... I understand that SuiteCRM is a very popular version based on SugarCRM....

Zoho looks nice... only concern would be the 25k records limit... not sure how fast you can use up that limit.
Old 10-31-2017, 10:45 AM
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We use Zoho and like it
Old 10-31-2017, 11:26 AM
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My advice to you would NOT be to look for free. Redtail, one of the leading CRM in my business, is like $30 a month. We unfortunately cannot use it as we are stuck with a proprietary one.
Old 10-31-2017, 12:38 PM
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Originally Posted by HookMeUpII View Post
My advice to you would NOT be to look for free. Redtail, one of the leading CRM in my business, is like $30 a month. We unfortunately cannot use it as we are stuck with a proprietary one.
I used Redtail and switched to Junxure about 18 months ago. Much more robust system.
Old 10-31-2017, 07:00 PM
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I'm currently using Salesforce.com
Old 10-31-2017, 08:17 PM
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I don't know why it's called this but I used this program in the past and I really liked it. It had a lot of capability and if I remember right it was free. Check it out and let me know what you think.


https://www.lessannoyingcrm.com/
Old 10-31-2017, 08:34 PM
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Lot of good crm's out on the cloud.

If you plan to grow and have multiple users and would like a full suite of services, including robust management reporting, then I would say take a look at salesforce.com It is the industry front runner and standard.
Old 11-01-2017, 03:45 AM
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You get what you pay for. Salesforce.com.
Old 11-01-2017, 05:48 AM
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I'm all for free but this is one place I would suggest doing it right to begin with. Make sure whatever you choose supports growth of how you will use the product.

Crm is not only for sales. You can manage the full customer lifecycle if set up correctly & integrated.

Being able to create workflows, custom reports and custom automation is a huge benefit and helps you get the most out of the crm and also make you and your employees more efficient.

Next step is either hand off or inclusion/integration of your order processing.

Plus having a system supported by zapier can lead to some pretty interesting and helpful integrations without you having to worry about API stuff since you come across as a dyi type with tech.

Industry specific stuff can sometimes be worth looking at as well.

I recommend, if you haven't already, step back and think about everything you could incorporate as a wish list no matter how complex or simple, figure out the time savings org wide for everything, the reports you'd like to have, and do a cost benefit analysis to see what your efficiency increase comes out to $ wise and use that as your budget for implementation.

Integration here is key. If this is a chore to use, you won't.

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