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6 Replies Last post: Aug 14, 2008 7:07 AM by EliteIT

Customer Tracking System?

May 1, 2008 1:53 PM

ClickandClimb 1 posts since
Feb 5, 2008

Hi, I am looking for an online repository where all customer information can be stored and employees can just login to the system and access all information. The idea is to have all information in one location and eliminate hundreds of inter company emails. There should be a way by which each employee can just update any new information, others get a notification and they can access the information themselves.

Any suggestions?

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RobertH2 4 posts since
Apr 25, 2008

1. Re: Customer Tracking System? May 1, 2008 2:12 PM

Are you referring to online web based CRM? There are a number of them out there. I just started playing with FreeCRM.com. They have a free version and a 14.95 per user version. The free version has most everything you would need, especially if your mostly interested in tracking customers.

You can have employees all over the place and they all log in and have access to customer info, calanders and anything else you need to manage clients for a sales force/customer service business.

Like I said, I just started playing with it so I am not recommending it. Seems to work ok so far with my playing with it.

Robert

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deanhiller 3 posts since
May 5, 2008

2. Re: Customer Tracking System? May 5, 2008 5:22 AM

in response to: RobertH2

salesforce.com is another one. free for 30 days and then 20USD/ month after that.

dean

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Santa Fe CPA 53 posts since
Oct 10, 2007

3. Re: Customer Tracking System? May 6, 2008 5:50 PM

Hi there ClickandClimb,

For web based solutions to your problem "SalesForce.com" is the top of the line. A somewhat less powerful system is "AppShore.com." As a CPA I have just switched to the "AppShore" service from "Goldmine" that I had been using for several yeyars.

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SohoConcierge 9 posts since
Mar 27, 2008

4. Re: Customer Tracking System? May 27, 2008 10:33 PM

Hi there.

try BList.com. Hope that helps.

best ,
Moe

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SamNam 6 posts since
Aug 13, 2008

5. Re: Customer Tracking System? Aug 13, 2008 10:23 PM

StreetSmart 7 has a CRM solution which is tied into the complete collaboration solution. You can assign tasks, create events, attach files & send and receive emails from the CRM record. Take a look http://www.infostreet.com/Applications/CRM/index.htm

Sam

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EliteIT 5 posts since
Aug 12, 2008

6. Re: Customer Tracking System? Aug 14, 2008 7:07 AM

I would suggest considering an industry-specific platform. Many industry have unique requirements that developed into specific applications, or modules/add-ons.

That said, and if you're a fan of the OpenSource community, I've heard very good things from a number of sourced about SugarCRM. http://www.sugarcrm.com/crm/. I can't speak drectly to it since we have not used it, but those "in know" (that I know!) swear by it.

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This Question is Possibly Answered

Customer Tracking System?

May 1, 2008 1:53 PM

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