[Boards: 3 / a / aco / adv / an / asp / b / bant / biz / c / can / cgl / ck / cm / co / cock / d / diy / e / fa / fap / fit / fitlit / g / gd / gif / h / hc / his / hm / hr / i / ic / int / jp / k / lgbt / lit / m / mlp / mlpol / mo / mtv / mu / n / news / o / out / outsoc / p / po / pol / qa / qst / r / r9k / s / s4s / sci / soc / sp / spa / t / tg / toy / trash / trv / tv / u / v / vg / vint / vip / vp / vr / w / wg / wsg / wsr / x / y ] [Search | Free Show | Home]

I need a recommendation on a CRM databse. I run a company that

This is a blue board which means that it's for everybody (Safe For Work content only). If you see any adult content, please report it.

Thread replies: 9
Thread images: 1

I need a recommendation on a CRM databse.

I run a company that sells wheelchair lifts, light duty elevators, etc. I need a simple, (prefereably free) database to manage my customers.

It's got to be something to keep track of the customers, what machines they own, repair history, service history, etc.

Does anybody have a recommendation?

I've been playing around with a fre programs like hubspot, but those seem to be mostly geared towards marketing.

I'm looking for something more like an automechanic would use.
>>
>>2915340
Spreadsheets
>>
>>2915371
I was hoping for something that could be accessed by smartphone and could be queried.

We've got about 3-400 active customers. Spreadsheets might be a little cumbersome.
>>
You'd be better off asking this question of /g/
>>
What's your budget?
Salesforce can you give that and it's interface looks like it's made for children, easy to understand
>>
>>2915510
I like the sound of that! Is it expensive?
>>
>>2915544
Salesforce was out-of-this-world expensive last time I checked.

You might try pipedrive, but it is sales oriented again
>>
>>2915592

Let me check pipedrive.

I've poked around a couple free ones. It seems like they all could work, but I'd have to do a lot of customization.

All of these seem 100 times more complicated than I need them to be. i.e. I'm not really concerned with statistics, metrics, or even tracking finances.
>>
Look into some of Epicor's ERP systems. A little different than CRM but has a lot of the same capabilities. I currently use Eclipse/Solar. I believe it was orifinally designed for plumbing/HVAC but my company uses it for redistribution. I've used it for about 6 years and the company has used it for about 20. It has served us well. Used it back when we had 4 branches, now we have 15.

Let me know if you have any specific questions. I understand accounting, purchasing, operations, cust service for the most part.
Thread posts: 9
Thread images: 1


[Boards: 3 / a / aco / adv / an / asp / b / bant / biz / c / can / cgl / ck / cm / co / cock / d / diy / e / fa / fap / fit / fitlit / g / gd / gif / h / hc / his / hm / hr / i / ic / int / jp / k / lgbt / lit / m / mlp / mlpol / mo / mtv / mu / n / news / o / out / outsoc / p / po / pol / qa / qst / r / r9k / s / s4s / sci / soc / sp / spa / t / tg / toy / trash / trv / tv / u / v / vg / vint / vip / vp / vr / w / wg / wsg / wsr / x / y] [Search | Top | Home]

I'm aware that Imgur.com will stop allowing adult images since 15th of May. I'm taking actions to backup as much data as possible.
Read more on this topic here - https://archived.moe/talk/thread/1694/


If you need a post removed click on it's [Report] button and follow the instruction.
DMCA Content Takedown via dmca.com
All images are hosted on imgur.com.
If you like this website please support us by donating with Bitcoins at 16mKtbZiwW52BLkibtCr8jUg2KVUMTxVQ5
All trademarks and copyrights on this page are owned by their respective parties.
Images uploaded are the responsibility of the Poster. Comments are owned by the Poster.
This is a 4chan archive - all of the content originated from that site.
This means that RandomArchive shows their content, archived.
If you need information for a Poster - contact them.