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Whats the best CRM for Personal Use >
06-05-2014, 09:48 PM
Post: #1
Whats the best CRM for Personal Use >
Whats the best CRM for Personal Use >
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06-08-2014, 01:02 PM
Post: #2
RE: Whats the best CRM for Personal Use >
I'm new to this forum and I use Wordpress a lot. I would lie to know the answer to that.
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06-08-2014, 01:22 PM
Post: #3
RE: Whats the best CRM for Personal Use >
Any suggestions on the better CRM systems out there? - simple would be best.
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06-10-2014, 06:25 PM
Post: #4
RE: Whats the best CRM for Personal Use >
SugarCRM is what I've heard is best, but I have no experience with CRM software.
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06-11-2014, 02:46 PM (This post was last modified: 06-12-2014 02:36 AM by narres.)
Post: #5
RE: Whats the best CRM for Personal Use >
There are currently 2 big names in CRM (customer relationship management):

Code:
Microsoft dynamics (http://www.microsoft.com/en-us/dynamics/default.aspx)
Salesforces (http://www.salesforce.com/)

Both are affordable for a solo entrepreneur/small company. I haven't checked recently, but both had a free demo version to see if they fit your needs or not.

However, they are not an ideal solution for a web business that requires many frequent short reports (for example: Did I ask xyz to tweet my post ? When do I need to follow-up ? Did this guy answer to my guest posting request...)

Both packages tend to be list management systems: gather prospect names, create sub-groups, create marketing rules, launch a marketing campaign... Some features exists in list management programs such as aweber.

In theory, MSDynamics can be programmed to fit your need, but a couple years ago, I found it very difficult to do, and the result was slow and disappointing.


There are also packages that are designed for SEO CRM. SEOProfiler is a name that comes to my mind
Code:
(http://www.seoprofiler.com/).
They help manage the many micro-relations involved during link building, or social media activity. There are a couple alternatives, but I don't have the names on the top of my mind. I only recall they were fairly expensive for what they really do and I decided not to pursue.

For my own use, I use MSAccess 2003 (I checked more recent versions of access and they are much less usable). It requires a bit of programming, but it can easily handle all web business situations.

In summary, after checking several solutions, I ended up with DIY.
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