CRM/Contacts management software?

[L_Aventurier]

As part of our (mobile application development) company life, we attend quite a few social events such as “Meetups”, trade show, etc.

Each time we collect a few business cards, potential customers, useful technical contacts, some random people, etc. We send an email to the most interesting ones and keep the other business cards in some folders.

Now we have quite a few of those cards and we would like to send an update to all those people we met, maybe once every 3 months or something, using their email addresses.

What I would like to find is some software that helps me to save, keep those emails addresses and retrieve blocks of them instantly depending on different queries/criteria. “All French contacts”, “all contacts made in 2012”, “all restaurant owners”, etc.

I could have a big excel spreadsheet with a few columns, one row per contact and a few sorting options. That would work but surely they are more robust free options out there?

What software would you recommend? If it could be web-based or cross-OS, that would be great!

Another great feature is if the retrieved addresses for our queries could be exported in some easy-to-use format. So the focus here is really on being able to save and retrieve blocks of emails addresses.

Thanks in advance for your recommendations!

 

[Osprey Sky Power]

Have a word with Healden Grove - 01706 212345. Speak to Andrew or Richard about 'My Kingdom'.

They're an alternative to the big guys and will definitely be able to help you with this - plus, they're very good people to deal with.

If you want any further info PM me.

 

[Laurenpears]

You should look at a basic CRM package, which I feel would be the best option - Zoho offers free accouts for upto 3 users, have a look into it and let us know how you get on!

 

[telemax]

Just to add to your information overload I use CapsuleCRM

Regards

Jonathan

 

[simonr]

although we now use Insightly because it also does project management in the same place.

 

[noo81]

We offer CRM as part of our solution and we aren't one of those big faceless companies.

 

[spinlessplates]

Would be great to talk to you further about this
I developed Spinlessplates to manage my business when I struggled to find software that was easy to use and would work in a really small micro business.
Spinlessplates would be able to manage your contacts and using a custom list you could filter your contacts into blocks depending on the criteria that you set.
Then you can export them as a .csv file with the click of one button to use as you need.
The .csv file can contain any details in your contact file such as name, company, email and address details
Be great to see if Spinlessplates could help solve you issue

 

[amphis software]

With Amphis Customer you could create groups such as French, Restaurant Owner and 2012. Each contact could be in one or several of these groups. From the Search screen just select a group to see all the contacts in that group.

You can send an email to all members of a group, or mail merge to create a document, or send SMS messages, or export the details to a CSV file including MailChimp format.

Tom

 

[BusinessTeam]

Hi,

Might be worth taking a look at capsule Crm - you can customise the system to categorise contacts, make notes and report etc

http://capsulecrm.com/

Richard