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Simple CRM Solution

Discussion in 'General Business' started by PaulJones, Feb 7, 2006.

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  1. #1
    We're faced with a situation right now where we have to manage a number of clients/customers. We're working with them on projects of varying complexity and need to track what we've discussed with them, what the next steps are, etc. My understanding (I'm a newbie at this!) is that this could be accomplished with a CRM system.

    I'd love to be able to install something that is web-based and easy to use and that we could use to share this information across our small office (3-4 people). I've looked at SugarCRM and while I like this I do tihnk it probably offers a lot more than we would need. I was hoping that the 37Signals would get their new CRM product out but it appears that it's still a few months out.

    Does anyone have any suggestions here? I almost think we could just use Outlook for this but I do want to be able to share information and have something that's a little more customized for what we're looking for.

    Any ideas?
     
    PaulJones, Feb 7, 2006 IP
  2. tonyrocks

    tonyrocks Active Member

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    There are quite a few open source CRM system for the web. I wonder if MS has anything free for you to evaluate?
     
    tonyrocks, Feb 7, 2006 IP