Small Business CRM

Greetings from a digitalpoint.com forum newbie,

We are a small business looking for advice on which CRM system to use. Our ideal system would have the following:

* Capacity for 7 - 15 users and 10,000 - 100,000 contacts

* Security // access control, change tracking, and user permissions for particular entries, not super-easy to delete records

* Custom fields with notes/easy to add new fields

* Dynamic updates // server, clients (phones, tablets, laptops, desktops, etc) update automatically in realtime or as frequently as possible

* Sub-fields for certain record-types

* Filter & query & report // easy to view data and/or generate mailing lists based on multiple parameters, and manually remove records from the filter

* Export data for mailings // easy to print usable labels or export e-mailing lists from filter; save templates and styles

* Easy importing of data from external sources

* Contains follow-up queue where one user can send a message or add a contact to another user's queue for follow-up

* Works well with MS Exchange/Outlook

* Upgradable and transferable if we move our Exchange server

Has anyone with similar business needs found a good CRM solution? We would also be open to working with a reputable consultant for an hour to help with our selection process.

Thank you very much.

Robin

 

We are using Vtiger open source its good

 

Sounds like you need more of a direct marketing system rather than a CRM.

 

I saw the requirements you need, and they are quite similar to mine. I needed a CRM to manage my data transcription services firm but SugarCRM wasnt enough for me.
Took me some time but i found an amazing customer relationship management software called MeraCRM that fits all my requirements and quite cost effective too.
You should try it out just to get an idea of all the features they have to offer.