Looking for an online CRM

[HollyUK]

I hope I have posted this in the right place ...

I am looking for an online CRM for both a customer of mine and myself.

Ideally I would like to gather contact details from a website, enter details collected at shows and events, segment these records depending on their interest, then email them with useful info and offers and track their response (did they open the email, did they click on the link, did they browse the website and so on). There is no online selling at the moment - if they are interested their call the action would be a phone call to place an order. Also would like to open the prospect or customers details and see what they have received in terms of emails etc.

I've looked at Infusionsoft which I think would be a sledgehammer to crack a nut and has more functionality than we need. I've been playing around with first Aweber and then Mailchimp (which I quite like), but these tend to just manage the list and there is no opportunity to grow it into a full CRM.

Someone has mentioned Zoho and Capsule which I looked at quickly, but I am fast becoming confused with the choice!

Any recommendations? What do YOU use?

 

[jody05]

Hi,

If you don't mind me asking, what is your budget for this?

 

[HollyUK]

No, I don't mind you asking Jody.

My customer is fairly new to this sort of thing, so I was hoping to start at the low end, but I know if he sees results he would be happy to invest more as his database grows. Most of the systems seem to have an entry level, with room to grow as it takes off.

So far I've seen everything from free to very expensive. For example Infusionsoft starts at $199 but has a number of features he doesn't need.

Hope this answers the question.

 

[varrul]

Try the business management software TotalWorkflow to store, manage the data on your requirements. This customizable workflow software integrated with CRM, Workflow design, automation tools is flexible to integrate dialer solution as well for any size of organisation.

 

[GeorgeM]

You could probably use several CRM systems for this - including the Capsule and Zoho systems you mentioned. All come with a basic CRM capability, and it is then a matter of configuring them to deal with the types of enquiries you wish to handle. This includes taking inputs from a website enquiry. Generally if you wish to track whether people open and read emails, you'll need to use an email marketing tool.

 

[KidsBeeHappy]

We use brightpearl, and it does exactly what you need it to per your OP. It also incorporates all of the accounting side of things into the CRM too.
It's per user based, and so you can start low.
www.brightpearl.com

 

[Salt & Paper]

You need something like ExactTarget (Amazing software), but they will probably be too expensive for you unless you can fork out £x,000 per year... What is your budget exactly?

 

[shoegirl]

Use zoho it's free and great and you can upload all your emails into it with a cheap plug in. Then use mail chimp via zoho for campaigns

 

[simonswords]

Check out HighRise from 37 Signals.

 

[merlinhunk]

Hi I am From Houston We Are Providing Tool for CRM. for more info please contact us vaporpaul (at) gmail (dot) com you send me specifications what are the thinks you are expecting we will develop the application

 

[Dawn Lane]

Take a look at InTouchCRM, http://www.intouchcrm.co.uk/default2.aspx. It has a 30 day free trial and then from from £12.00 per month.

Dawn

 

[jijwhite]

Thanks for the recommendation Dawn

intouchcrm could be the tool for you Holly as we are

SMB focused
UK based
An integrated contacts/CRM and email marketing tool
Friendly and helpful on the phone if you have any questions
Cost effective (priced from £12 per month) with no long term contracts

One of the team would be happy to talk you through what we offer if that would help

Best wishes

James

 

[makeusvisible]

Sugar CRM is brilliant. The community edition is 100% free, and you can install it onto the same server as your website. they also have a paid option which is hosted by them.

The forms are very easy to create, so that you can directly import the leads from a form on your website onto sugar.

Have a look at the website here

 

[blinkingspirit]

Just seconding the Highrise recommendation here. We find it absolutely amazing to use and so so useful. I don't work for them, honest - just a total evangelist!