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  • CiviCRM Community Forums (archive) »
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  • General Discussion (please no support requests here!) (Moderator: Michał Mach) »
  • CiviCRM as a business CRM
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Author Topic: CiviCRM as a business CRM  (Read 11381 times)

dubberdan

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CiviCRM as a business CRM
December 04, 2008, 12:56:03 pm
I'm looking round for a CRM for my (web design and hosting) business and want to be able to do the following:

1. Record Organisations and the Contacts within each one
2. Record leads/potentials, the communication between me and them, add notes, etc
3. Quote then Invoice clients for work
4. Set up Projects assigned against contacts/organisation
5. Record times spent on projects
6. Record marketing campaigns (cost, scope and results)

I know Civi isn't strictly designed with this in mind, but it does seem to be a long way towards that.

Your thoughts?
Dan

Denver Dave

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Re: CiviCRM as a business CRM
December 05, 2008, 11:27:52 pm
You might also look at SugarCRM

Dave

roballen

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Re: CiviCRM as a business CRM
December 09, 2008, 01:01:52 am
1. Record Organisations and the Contacts within each one - CiviCRM does this as well as any system
2. Record leads/potentials, the communication between me and them, add notes, etc - CiviCRM can this well - set up the right tags and groups
3. Quote then Invoice clients for work - CiviCRM is not ideal in my view but it would be possible through activities and external links.
4. Set up Projects assigned against contacts/organisation - CiviCRM is not really project management software however CiviCase (if it evolves well) could be reasonable case management which could handle basic projects.
5. Record times spent on projects - see comments on 4.
6. Record marketing campaigns (cost, scope and results) - could partially manage this through custom data fields.

SugarCRM is probably a better fit - however there are plenty of others open source CRM business systems around - see http://www.insidecrm.com/features/top-open-source-solutions-121307/ and my own personal favourite business ERP/CRM - OpenERP (when version 5 is released it will rock)


serpico

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Re: CiviCRM as a business CRM
May 05, 2009, 02:53:16 am
WHMCS is by far the best for web hosting requirements.

jalama

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Re: CiviCRM as a business CRM
May 05, 2009, 06:42:10 am
I would look at The Drupal STORM project, it's got what yo are looking for.

I'm switching to it from DotProject, albeit slowly :)

http://drupal.org/project/storm
http://www.rootyhollow.com

jsherk

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Re: CiviCRM as a business CRM
April 29, 2010, 10:06:49 pm
Could also look at vtiger
http://vtiger.org/

tim g.

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Re: CiviCRM as a business CRM
September 21, 2010, 05:34:54 am
Yup; I've looked at both vTiger and SugarCRM. Check these resources to decide for yourself:

http://3.ly/vTigeRandSugarCRM

http://ostatic.com/question/how-does-vtiger-stack-up-against-sugarcrm

http://www.siteground.com/sugarcrm_vtiger.htm

Hope this helps you get where you are wanting to go.
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Re: CiviCRM as a business CRM
June 11, 2012, 06:35:08 pm
Quote from: roballen on December 09, 2008, 01:01:52 am
http://www.insidecrm.com/features/top-open-source-solutions-121307/ and my own personal favourite business ERP/CRM - OpenERP (when version 5 is released it will rock)
Wow Rob- thanks for pointing out OpenERP which is now at version 6.
Only drawback is it doesn't track opens or clicks on email campaigns- and we're having issues installing it on our LAMP server. But- of the OpenSource solutions- it looks good.
vTiger is working hard on their horrible UI/UX and should have improvements by August 2012- but, they've been known to run late.
Sugar 6.5 is a disaster with the Community Edition. They witheld their new interface.
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • General Discussion (please no support requests here!) (Moderator: Michał Mach) »
  • CiviCRM as a business CRM

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