Does anyone have any recommendations for a CRM product? If open source good if paid (hopefully not too expensive) looking for something to integrate with Outlook. I am trying to get more organized with customer follow-ups and planning and get rid of sticky notes and Microsoft To-do-list. Thanks as always in advanced.
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I went through tuns of them, but with all of the features and everything I just stuck with BMS. I had the same issue before exploring CRM’s, sticky notes everywhere and it was becoming easy to drop the ball on things.
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Suite CRM open source on prem free also offer SaaS. Many extensions plugin and it will work with outlook using a plugin.
https://suitecrm.com
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What about Vtiger? Has anyone used it?
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Thanks everyone all these are in my web provider back end. I using SuiteCRM currently but https://infoflosolutions.com/free-trial/ has really caught my eye. SuiteCRM is included in housing but really want to try Infoflo out.
Be careful about “payment” options they could be costly. I am looking into a service that is very open and supports the parallel economy and is privacy oriented. When I get the answers I an looking for I will post here.
Thanks so much and will do.
I used vtiger years ago. It was good but I think in later versions they started removing more and more of the free goodies. I was looking for an invoicing system baked in as well so went with tinyerp when it was opensource. Currently looking for a good crm that will allow me to to drip campaigns. Usually I just google opensource crm or go to sourceforge and search CRM. I then check out the most popular ones.