Can you recommend simple customer database software?

[Jana]

Hello,

does anybody know any simple customer database software? I need it only for myself, so no mutiple user, on-line, cloud or server solutions are neccessary.

Besides the usual as keeping different information about the contact, history, opportunities, notes, etc., I will need to be able to serch the contacts by different attributes (so not only by the basics such as name, e-mail, telephone, company, ...).

I´d really welcome a possibility of defining my own searchable attributes that could be added to the contact and I will ideally need the software to be able to create a mailing list based on the search results.

Any ideas out there?

Thank you. I really appreciate your help! :redface:

Best,

Jana

 

[AlexandraS]

spinlessplates

 

[The Wholesale Forums]

Agree with Curiosity in Salesforce. Or if you are looking for something cheaper, you could take a look at oncontact. Though I suspect salesforce has a lot more options given its subscription price.

Best,
Erik

 

[leemason]

Have a look at Highrise CRM. Their online service for 1 or 2 users is free! So costs nothing to give it a go (well, some of you time).

 

[Pengimo Matt]

I've set up a few SugarCRM systems over the past year. Whilst I don't use it myself (wrote my own) I do know my way around it and it seems to be getting more popular.

It may be a bit complicated for your needs and you will have a steep learning curve if you try and pick it up for yourself but the good news is that you can download and install the free "community" edition and have a go to see if it fits your needs.

 

[arkady]

We made a broader review on what's available on the Freemium CRM market nowadays. We chose Insightly - the key factor in our case was seamless integration with Google Apps.

 

[amphis software]

feel free to Download a Free 60 Day Trial of our Amphis Customer database software - see link below.

see what our clients think of it http://www.amphis-software.com/testimonials.htm

Tom

 

[hilwalker]

We are also looking for a CRM/Job Logging.

At the moment we have Clik, GMail, excel spreadsheets, Sage.

Nothing links together.

We allocate an LIV (unique job number) number to each job this is generated from Clik, we enter all the customer/job details. We have a spreadsheet to record every job, so they are easy to view. Then we put them in the google calendar, print the screen and email to the engineers.

We enter the same information in 3 different systems!

Help!!!!

Elaine

 

[amphis software]

This might help

http://www.amphis-software.com/email-job-sheet-to-engineer.htm

In Amphis Customer you can create the Job Sheet and Email it directly to the engineer.

Tom

 

[hilwalker]

Thanks Tom

We can email from clik but it doesn't give us the information that we want & we can't seem to change that.

Elaine

 

[amphis software]

We enter the same information in 3 different systems!

I'd suggest you need to look at other software solutions where you only enter information once.

Tom

 

[hilwalker]

I'd suggest you need to look at other software solutions where you only enter information once.

Tom

Erm, I have!! I have spent many hours looking at different packages!! :|

 

[amphis software]

If you have Outlook you could try a free trial of Amphis Customer - see link below. We don't have any software yet that works with Google Apps.

Good luck

Tom

 

[spinlessplates]

Hi Elaine

You may struggle to get something that links into everything for you
So for example in Spinlessplates you could
Manage your contacts, enquiries, quotes, sales, invoices (which you can then post to Xero in 1 click of a button but not SAGE sorry), purchase orders, daily to-do lists, product management and email directly from the system.
There is also a multi user option so your engineers could log in directly.
Currently it doesn't link into Google Calendar but we are linking up to their api at the moment so enquiry manager dates are posted to Google calendar but it is at initial test stage at present
If you would like to talk more about what you need let me know

 

[lellis]

Checkout:
1. Act
2. Workbooks
3. Capsule

 

[lazypbx]

does anybody know any simple customer database software? I need it only for myself, so no mutiple user, on-line, cloud or server solutions are neccessary.

Besides the usual as keeping different information about the contact, history, opportunities, notes, etc., I will need to be able to serch the contacts by different attributes (so not only by the basics such as name, e-mail, telephone, company, ...).

If you requirements are simple why not just use a spread sheet ? Ctrl+F for search.

MS compatible free spreadsheet software http://www.openoffice.org/ or http://www.libreoffice.org/

If you really need a database, both of these provide them too.

 

[Bob1]

ACT pro or premium are very good systems for managing you contacts/customers.
We've been using it for years and does everything we need it to.
It also links in nicely with MS Word, Outlook, gmail and Sage Accounts for us.

 

[koolpanda]

Hi Jana

You have had allot of great advice in here. From sage to salesforce and of course the trusty spreadsheet. There is also SugarCRM and vTiger, and lets not forget Zoho.

Again all are great, however I think it may be better to list all the tasks you do in your business, and get the system that fits the bill. By doing it this way, instead of someone selling you an off the cloud system, you will get something that fits perfectly, and it may even save you allot in the long term.

When I say list all the tasks I mean be really pedantic, as all of the tiny little tasks soon mount up to a big headache. Then of course the only one who has won is the software service provider.

Hope this helps, if you would like any further assistance you can PM me.

John

 

[PrettyThings]

Hi

Sorry to resurrect an old thread but there's lots of good advice here that I've been considering. I wondered if anyone who's used the CRM's mentioned here would recommend any particular one for me. I need it to list customers and then their purchases and date/use of the purchases (sunbed courses). I don't need invoices etc. Almost need a sort of membership database I guess. I have very little experience of off the shelf databases - I have always been spoilt with bespoke ones I know there are specific sun bed software packages but they seem very expensive and unnecessary for me.

Many thanks!
H

 

[VirtualVIP]

http://capsulecrm.com is my favourite. You can customise it, and its free for one user I believe.

Interface is a little like Facebook and it integrates with handy little tools. For a non- techy person to set up and use.

 

[MindsetShift]

Have you considered a platform like ontraport.com that covers a lot of things?

 

[PrettyThings]

Thank you, I'll take a look at both

 

[Jeff Nev]

Yes Salesforce is great, you can always trial for 30 days and make your own mind up if you really can't decide, I am pretty sure other softwares allow this too.

Jeff