Office & Productivity Software forum

General discussion

Good & Simple Contact Management System

by fexaroo / February 23, 2017 6:09 AM PST

I work in Sales and I've tried endless demo's of these Sales CRM software, however none of them are really any good for what I want and they're all too complicated.

Basically all I want is something where I can input a contact & their details (all my own fields) then simply be able to track each customer via each interaction we have. I have 500+ customers and all buy at different part of the year, so far I havn't seen anything which does this. Been using OneNote as a online Diary type system so far, but sometimes contacts are forgotten.

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OneNote would be a poor contact manager.
by R. Proffitt Forum moderator / February 23, 2017 9:45 AM PST

There are now hundreds of contact managers. Over the years I've learned no one can answer which one is best for you. My advice is to try the freebies and move to the paid ones with demos until you find what you want.

http://get-simple.info/ looks to be free, has a forum but I fear a non-computer user may be upset about it's 5 minute setup.

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CMS are we on the same page
by steelhead281 / February 25, 2017 6:35 AM PST

Hi, I'm new here so be gentle. I looked at get-simple.info I am wondering if I missed something in this discussion. I was thinking the topic is Contact Management Systems (CMS) not Content Management Solutions (CMS) Is there something about Get-Simple that would help me with tracking my customers interactions?

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Wrong link.
by R. Proffitt Forum moderator / February 25, 2017 8:04 AM PST

I was looking around and there was a quote simple contact manager unquote of nearly the same URL but I'll have to see if I can recover that.

My advice is the same here. You have to try them out till you find what you can live with.

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OneNote > CMS software available
by fexaroo / February 27, 2017 1:55 AM PST

Yeah I have seen and tested a countless number of these contact managers and they just aren't what I'm looking for. At the minute using OneNote as a diary type thing is much more useful and easier tracking than most of these software. Can't believe there isn't anything available for this sort of need.

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There are programmers out there
by R. Proffitt Forum moderator / February 27, 2017 7:39 AM PST

So you can have what you want made. There are sites like daniweb.com where you can lay out your spec and see if programmers will bite.

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Me Too, I want good and simple CRM
by steelhead281 / February 25, 2017 6:29 AM PST

HI, I posted a discussion last week titled "Lite/Easy CRM for Outlook" I think this discussion is along the same line so I'll jump in. Like Fexaroo I have done a bunch of demos and things in the CRM world get way too complicated way to quick. IMHO they are like Swiss Army Knives....31 tools in one and none worth much/ I have looked at Microsoft Business Contact Manager for Outlook and it looks about prefect for my simple needs. The frustration is that MS discontinued the product. It is available today but I am concerned that I will invest time and effort into a product that is or will be unavailable before too long. (I have just gone through this trying to get a copy of MS Movie Maker which was discontinued a couple years ago so I have current first hand experience)

Anyway I hesitate moving forward with MS BCM and would also like a simple solution to CRM. We us Outlook for email/calendar and other things so it seems logical to have our CRM play well with that.

Glad to know I am not the only one looking for a solution.....hope some of you techy people and app writers take notice....

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A programmer's notice.
by maxesinventory / March 29, 2017 5:05 AM PDT

Hi, I'm a programmer who is currently developing maxes inventory software.
Maxes Inventory Software specialized in inventory management. It manages supplies and sales as well to support your daily operation.

You can take a look at Maxes Software for current version http://. You can check the customer application and vendor application from modules menu on top of the screen. Customer application can track the lifetime purchase history.

Contact Management System is one of my aim to release the next version of maxes inventory. If you don't mind, your suggestions will be a useful input for me to develop maxes software for the next version.

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Good & Simple CRM Software
by SinghRashmi / April 10, 2017 11:07 PM PDT

There are several reason why every business need to implement CRM system, we cannot be dwindled down to just one answer.
The most obvious purpose of CRM is to help a business to manage their customer. Without CRM software you cannot know how customers, prospect and vendors involved with your business.
While the previous day, CRM focused on managing relationship with customer, but today’s CRM is much more, you can manage detail of different customer, and all data in a central location. You can also easily access important data from sales and marketing, easily make reports by advance reporting features. From dashboard you can access all data information easily. You can also integrate you Gmail, outlook, and your social profiles with CRM.
I would you suggest you check sage software Solution for CRM Software.
Check the region why I suggest you to choose Sage CRM solution
Sage CRM features
• Clean and simple UX/UI with easy navigation
• Easy to use & setup
• Mail chimp integration
• Task tracking & reminders
• Easy Customizable and configuration
• Case/Service/Tickets Modules with effective tracking.
• Comprehensive & well-presented reports, attractive dashboard
• Multiple business activity tracking
• Flexible workflow
• Marketing Modules
• Sales activity tracking
• Social media integration
• Mobile Integration
• Affordable

For your information I would like to tell you that sage software solution have more than 30 years touting a proven track record and unswerving industry experience resulting in unmatched agility, efficiency and productivity.

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