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Do you guys use CRM software to manage your clients?

Discussion in 'Offline Marketing' started by creativepotion, Aug 24, 2012.

  1. creativepotion

    creativepotion Regular Member

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    Do you guys use CRM software to manage your offline clients?
    If so, which one you guys use?
     
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  2. healzer

    healzer Jr. Executive VIP Jr. VIP

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  3. subster

    subster Elite Member

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    there is a very nice (but unpopular) plugin for wordpress that does the job pretty cool. it is called wp-client, costs 40 bucks and no, i am not affiliated with it. nice crew behind it and helpful features.
     
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  4. mohitjmehta

    mohitjmehta BANNED BANNED

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    try to use greensamba its good for me till now
    and if its onsite thing than as subster says wpclient is best
     
  5. safex

    safex Jr. VIP Jr. VIP

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    Not Much use Any CRM to manage..I am also looking for someone to answer a Good CRM...
     
  6. bigkapp

    bigkapp Regular Member

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    Can't imagine why this plug-in is so unpopular. I haven't used it yet , but it looks awsome compared to the alternatives. Very low price and perfect for on-site customer relation management.
     
  7. subster

    subster Elite Member

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    I think it is unpopular, because I never heard or read anything befour I found it myself. Sorry for beeing unclear.
    It is subster-tested and a great thing to play with anyways.
     
  8. creativepotion

    creativepotion Regular Member

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    WP-client looks cool, but its too bad it doesnt have a demo that users can try out.
    Their screenshots dont quite tell the users much anyways, but for $40, it seems like a good price.

    I was also looking into a CRM script from codecanyon; its a little more expensive than WP-client (not sure if anyone shared it yet)
    Code:
    [URL]http://codecanyon.net/item/ultimate-client-manager-pro-edition/2621629?WT.ac=search_item&WT.seg_1=search_item&WT.z_author=dtbaker[/URL]
     
  9. SEOnetic

    SEOnetic Senior Member

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    Okay guys, I am a bit of a noob. What is this tool for? I am not really familiar with CRM.
     
  10. netmoney1

    netmoney1 Executive VIP

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    Are you looking for a total CRM system with a billing/payment processor, autoresponder, affiliate system, etc? If so I would suggest 1shoppingcart - we have been using them for a long time and have never had an issue! Their best package is $129 a month - and it has a TON of features. They also have smaller packages if you don't need all the features. Highly suggest checking them out!
     
  11. creativepotion

    creativepotion Regular Member

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    Not really. Just looking for a simple CRM / Project Management system, so that clients can login to see the progress etc.
     
  12. MeetTheVirus

    MeetTheVirus Regular Member

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    I have used quite a few CRM systems in the past. My two recommendations are Microsofts CRM and Zoho CRM.

    Zoho is the much cheaper alternative and in my opinion looks a ton better and is easier to customize. (It's the one I use for my own business)

    I used Microsoft's CRM for about a year but it can get really expensive if you have a lot of employees using it.

    It all varies on what your looking for in a system and how many employees you have, they each have their own positives and negatives.I would recommend you try a bunch of them out as most have free trials and Zoho is actually free for up to 3 users.

    One of the most popular ones is called Sales Force. I personally didn't like it and I think its definitely an overkill if you have under 30 employees (in my opinion) and also very expensive. Last time I checked they required a 1 year contract, not sure if they still do that with all the competition now.
     
    Last edited: Aug 26, 2012