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38 Replies Last post: Jul 15, 2009 5:16 AM by shenderuk1986

Online Contact Database

Feb 27, 2008 3:11 PM

Click to view Fact_Finder's profile Mogul Fact_Finder 38 posts since
Feb 27, 2008
Anyone using an online (preferably free or low cost) contact manager? I really just need a place to store my contacts on line so that my partner, our assistant and I can all access, update them etc. I don't really need any fancy CRM functions (but would use them if available).

I've tried Salesforce and so far it looks closest to what I need, but I can't search it by all the fields I'd like to be able to search.

Windows Office Live seems close, but not as flexible/customizable as Salesforce. And Google Apps doesn't have a Contact Manager (at least not in the free version).

Any suggestions/experiences would be appreciated.
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Click to view saageworks's profile Professional saageworks 5 posts since
Feb 28, 2008
1. Re: Online Contact Database Feb 28, 2008 5:06 PM
Hi
First of all great choice to look for an online contact database. This is far more useful than having contacts sit on your hard drive not accessible to other people that need them. The best online contact database is Highrise by 37signals, http://www.highrisehq.com/. They have a fantastic product. There is a free version and then a version for $12 a month that will allow you to sign in up to three members. You go to a website which means that anyone can access it from anywhere. I also find their contact management very simple and the features are what you need not a bunch of other clutter. I hope this is useful.

www.saageworks.com
Click to view stephan's profile Professional stephan 11 posts since
Dec 28, 2007
2. Re: Online Contact Database Feb 29, 2008 7:48 AM
You might also want to look at linkedin.com
Click to view LUCKIEST's profile SCORE LUCKIEST 7,935 posts since
Aug 6, 2007
3. Re: Online Contact Database Feb 29, 2008 10:02 AM
in response to: stephan
Stephan, talking about Linkedin, Bank of America posted the following

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Click to view Fact_Finder's profile Mogul Fact_Finder 38 posts since
Feb 27, 2008
4. Re: Online Contact Database Feb 29, 2008 4:33 PM
in response to: saageworks
saageworks,

Thanks for the suggestion. Highrise looks like a decent service, but they're too limited in the types of contact files you can upload. It seems really odd that they do not recognize "generic csv" files, only those generated by Outlook, ACT, etc.

I have over 7K contacts in a different database and the thought of having to do much work to convert them is a bit daunting. Just to be sure, I tried uploading a CSV file generated from my existing (stand alone) database...and Highrise is as good as their word - it didn't recognize the file.

My best guess is that Highrise doesn't want to go through the work of recognizing/assigning the various database fields that would be generated in a generic CSV vs. one of the formats that they do except. I like that the free Salesforce account does this...but it has other drawbacks.

Stay tuned.
Click to view Fact_Finder's profile Mogul Fact_Finder 38 posts since
Feb 27, 2008
5. Re: Online Contact Database Feb 29, 2008 4:38 PM
in response to: stephan
The Contact Book functions of LinkedIn don't offer the ability to import large quantities of external contacts. It also doesn't offer any of the database manipulation I need.

Thanks,
Click to view saageworks's profile Professional saageworks 5 posts since
Feb 28, 2008
6. Re: Online Contact Database Feb 29, 2008 7:01 PM
Not sure if this would be any help to you http://homepage.mac.com/phrogz/CSV2vCard_v2.html. This allows you to convert CSV files into vCards which Highrise does accept. I am not sure how well it works. But thought I would pass it along.
Click to view IGoCRMI's profile Professional IGoCRMI 5 posts since
Mar 27, 2008
7. Re: Online Contact Database Mar 27, 2008 3:59 AM
If you like the CRM functionality, and want to keep the costs down, there are some great options out there. We have been using SugarCRM as a base system for some time with our clients, and if you don't need too many bells and whistles, the Community Edition is F-R-E-E...you just need to host it on a server in your office, or with a third party. This should accomplish the access for your team that you are looking for. If you are not in to hosting yourself, for example, we offer SugarCRM Community Edition hosting as low as $50/month per company for up to 10 users. With the SugarCRM CE product, you can have unlimited users with no license fees (it's open source software), and you have the flexibility to customize it around your business processes as you wish.

There are a TON of options down this road if you like the SaaS approach to managing your contacts.

Here are a couple of links to some options if you'd like to research:

http://www.sugarcrm.com

http://www.splendidcrm.com

-Tim
Click to view ocbrit's profile Start-up ocbrit 1 posts since
Mar 27, 2008
8. Re: Online Contact Database Mar 27, 2008 6:21 PM
Hi,

Have you looked at Kyliptix? - www.kyliptix.com

They have a simple to use CRM which includes a contact manager for less than $20 per month per user with no contracts so if you don't use it you don't pay for it. It seems to be targetted at the small business so could be a good option for you.

Good luck
Click to view ezprint's profile Mogul ezprint 20 posts since
Mar 21, 2008
9. Re: Online Contact Database Mar 31, 2008 9:52 AM

Hi,
why not build your own database and function?
If you build your own on an online server / webhost you can have as many database tables and fields as you want. With a atabase like MySQL you can update add-on and delete fields to change it as your needs change.

It gives you a lot more flexibility when you design your own database and allows you to make custom scripts to access, parse and use the data however you want. With 7,000 contacts in a database - you could call up contacts with a script that only shows specific zip codes, states, cities, etc

You can also use it to create files or emails that are designed sorta like this :

Hello <?php echo $add_surname . " " . $add_full_name; ?>,
We would like to Thank You for your recent etc..

In your state you can locate us by going to: <?php echo $zip_code_letter ?>

You can make dynamic forms, emails, letters by using functions that get information you specifically define.
You could store notes on each contact that you have had contact with and call that into the email and letters also.

You could make long-term files and fields or even temporary for tracking contact questions, complaints .. or even copying and pasting quotes from their letters and adding them to fields to include in next unique mail form to them.

But by doing it this way, its my opinion that you can do a lot more with any form of data, especially with contacts.
You can make copies of your database in standard text files like notepad and drop them in to new databases and exchange them so that if your server online ever burns down or goes offline for whatever reason,you could take your copy of that database in a basic notepad file and drop it into a new MySQL database system, and all fields, and data will automatically create exactly as they were on another database.

For getting the most bang for your buck in databases and data - check out PHP computer language and MySQL database. They're a very open ended computer language and database combination that allows you to do almost anything with it. This will free your business up from having to operate within standard functions of online database 'pay sites' .

More examples = run scripts that automatically send out emails or letters on birthdays of your contacts, or run scripts that track the last time a contact was at your business and have it automatically send out a email or inform you of it every X-amount of days or weeks?

That's good for businesses that have to have a lot of contact with customers or contacts and if you stop and wonder = "when's the last time I talked to this guy or that lady?" A secretary could have post-it notes all over the place to do this for you or a script that reads your database , automatically tracks the math of the days elasped and then prompts you to take action. You can make a Main screen dashboard to glance at and check all functions you set up in customization which would be similar to looking at a website if thats how you designed it. If you've ever seen news sites or sites like Yahoo that have dynamic updated information - you could apply that type of technique to your own business i na way that no one else will have access except you or your company. Your personal dashboard or control panel will be clicking and refreshing itself all day and night - reporting back to you everything you wrote scripts and functions for it to do. Automated real-time tracking and reporting of anything you want it to do, and they never forget lol.
Hook your script to a .wav file (audio) if you want and have it alert you on immediate things. So if your script is going through checking database fields and real-time updating information and it comes across something that you want to be immediately notified if such and such occurs.. so it sees it , and then knows that if it sees that its supposed to call a function..it immediately grabs that function and the functions uses your computers sound to play a audio file = <Riing ...Riing> or even a recorded voice that is more specific in detail saying something like = "expired (such and such) requires immediate attention" or maybe even a blinking graphic on your computer appears

there's a whole lot you can do with all of that that surpasses any standards services

Click to view Spamfork's profile Mogul Spamfork 24 posts since
Feb 27, 2008
10. Re: Online Contact Database Mar 31, 2008 11:00 AM
Feel free to give myManta from manta.com a try. It's completely free.

myManta offers Manta.com users the ability to organize and manage company information into meaningful personal lists. Because it's Web-based, myManta can be accessed from anywhere, anytime. And there's nothing to install.

With myManta, you can:

  • Store company information in lists that you designate.
  • Add personal notes and contact information to listings.
  • Generate a sales pipeline, or sales forecast, and schedule and record next steps.
  • Share your lists with other Manta.com users.
  • http://www.manta.com/mymanta
Click to view ResearchSight's profile Authority ResearchSight 8 posts since
Mar 30, 2008
11. Re: Online Contact Database Mar 31, 2008 12:55 PM
in response to: Spamfork
BatchBlue.com offers a product called BatchBook that is great. There are several versions, one of which is free. It's a very flexible system and has a number of advantages over other products.
Click to view ezprint's profile Mogul ezprint 20 posts since
Mar 21, 2008
12. Re: Online Contact Database Mar 31, 2008 2:07 PM
in response to: ResearchSight
If any feel like holding off a few days , I'm making a free prog that you can set up on your OWN server.
Then you wont have to rely on the stability, security and credibility of other services.

Dumping all your contact's information onto a website on the Internet , other than your own that you control .. should be seriously investigated because all your contacts are going to be in the view of who ever owns those website services.

Having your own server will allow you to keep personal notes on contacts etc. without a database service team reading through them.
Of course I'm not saying they would.. but, they could if they felt like it since it takes all of 2 seconds to open a database to any user on one of those services and see all the information and notes they've put in there.

Maybe it may sound extreme skepticism..but programmers are taught to assume every vistor to a site is a potential hacker, so that your mind is supposed to consider every possibility. When you hand your sensitive information over to an online service.. you stop at the door and al lyour information goes in with them ..to be handled in any ways they wish, which you would hope is with care. lol

it creeps me out.
If you have a webhost that hosts your website ..you'll be able to run a database dashboard on your own site.
Give me a few days to get it ready so that it can be implemented by those without a lot of prorgramming or database knowledge.

I'm building it to have no outside connections. You can run it on the host of your website or get a webhost and run it on their server. Most webhosts now have PHP/MySQL capability.
I'll have to make s short tutorial on uploading it in a few steps.

what's in it for me? if you like the program then when it comes time to order your business printed materials: booklets, brochures, catalogs, business cards, postcards, posters, etc ...
check out ezprintsolutions.com

i'll get back to this thread.. I'm workin on the tutorials and stuff now ..so it'll be a couple days before it's complete.

Click to view ResearchSight's profile Authority ResearchSight 8 posts since
Mar 30, 2008
13. Re: Online Contact Database Apr 1, 2008 6:41 PM
in response to: ezprint
I look forward to seeing the application, when you have one. Please share a link with the community so we can learn about your "free prog". Will it be safer than others? How will you prove that?

Jerry
Click to view MnlyTechnlgy's profile Mogul MnlyTechnlgy 98 posts since
Feb 27, 2008
14. Re: Online Contact Database Apr 1, 2008 6:51 PM
in response to: ResearchSight
I think it will be safer because it is built and stored on your OWN server and not relying on the dependability and security of others. As I was mentioning the original question to my husband who is a software engineer by trade, he said the exact same thing as one of the other responders: "build your own and eliminate the need to rely on others."
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