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As someone who evaluates CRMs pretty much for a living I'm sad to report there's nothing new here. Great UI - Kudos. But, this is way more expensive than Pipedr
by rrggrr 7y ago
As someone who evaluates CRMs pretty much for a living I'm sad to report there's nothing new here. Great UI - Kudos. But, this is way more expensive than Pipedrive whose UI is arguably as user friendly. I think you've got potential here... but you're priced same as close.io with far fewer features and a similar UI.
- dotancohen 7y agoYou evaluate CRMs for a living? If I may, an off-topic question. I am completely unsatisfied with any addressbook software and have been looking at a ton of CRMs for personal use. I would prefer something open source, but anything self-hosted would do. The one feature that most CRMs are missing is CardDav and CalDav syncing. I need my contacts on my phone. Do you know of any opens source or otherwise self-hosted CRM that supports CardDav and CalDav for contacts and appointments? Thank you!
- ckluis 7y agoCheck out https://www.monicahq.com/ https://www.monicahq.com/ for a self-hosted CRM (personal).
- dotancohen 7y agoThank you, I have looked at Monica in the past but it was rather rough then. I see now that CardDav support is now in the "alpha" phase for the project. I will take a renewed look. Thank you!
- smush 7y agoI love the idea of Monica but I've had serious challenges getting it going in self-hosted land. I plan to keep trying though as the idea of a personal CRM is nearly irresistable. My most recent attempt a few weeks back (following the debian guide in the GH repo + a few fixes on Stack Exchange) resulted in a page that lets you 'register' your first account but for some reason does not load any page. It just appears to either infinitely load or returns nothing, not even an empty HTML file. I'm sure the hosted offering is great, I'd rather not invest any more personal information onto someone else's servers. OT -> At some point I'm gonna get up the nerve to crack open a F# giraffe site and write up a small Personal CRM site. I would want to track things like name, high school graduated, favorite color, name of dog, relationship to me, relationship to other people in the site, reminders to write them a letter every X days, 'on deck' lunch dates I need to plan, etc. Something like a mobile web-ready email-reminder enabled Farley File (https://en.wikipedia.org/wiki/Farley_file https://en.wikipedia.org/wiki/Farley_file).
- c-smile 7y agoI am personally doing all that with my own Sciter Notes [1]. That is a free form personal database of HTML documents if you wish. With notebooks, tags and events. For customers I have single template in form of definition list (html's <dl> under the hood): - principal contact: - address: - service until: So to make new customer I simply copy that template and fill those fields. Adding more info if needed for particular customer, etc. [1] https://notes.sciter.com https://notes.sciter.com GitHub: https://github.com/c-smile/sciter-sdk/tree/master/notes https://github.com/c-smile/sciter-sdk/tree/master/notes
- anatolinicolae 7y agoSimply spin up the docker container which has everything ready to run correctly... https://hub.docker.com/r/monicahq/monicahq https://hub.docker.com/r/monicahq/monicahq
- robbiemitchell 7y agoHave you checked out Monica?
- rrggrr 7y agoStreak or Copper would be my go-to for this, but they sit atop Gmail and Google Calendar which doesn't give you the open open source solution you want. I'm sorry to say that I don't have a FOSS recommendation.
- aantix 7y agoPersonally, I'd actually like a CRM that sits atop LinkedIn. That's where the leads and data truly exist. Any recommendations?
- dotancohen 7y agoThank you for your input, at least it gives me a bit of perspective.
- bbmario 7y agoWhat would you recommend for a mom and pop ecommerce? Trying to find something for a couple of friends, but everything is bloated and complex.
- cityzen 7y agoWhat would you be looking for in a less bloated CRM? I have considered writing one as a starter for clients but not sure what features to include.
- bbmario 7y agoWell, they need to track orders, send newsletters to their customers, some help preparing physical newsletters, track inventory, etc. The basics. However, they do it all with Excel right now, so some intelligence from a CRM would be nice: forecasting? When and how much inventory should I have for next season? etc.
- rrggrr 7y agoWhat you are looking for is as much ERP as CRM. You might have a look at Unleashed for inventory and Zapier integration to something like close.io for the outreach & CRM portion.
- bbmario 7y agoPrecisely. This is a niche: ERP/CRM mix for mom and pop shops, so they can afford the software and not get swamped in integrations/complex docs.
- Axsuul 7y agoWhat e-commerce platform are they on? For example on Shopify, you can install a wide range of apps to get access to different functionality (like Klaviyo for sending out newsletters). You mentioned they need to track inventory! Are they looking to do that across multiple sales channels? I built Trunk[1] which would centralize their inventory and sync it in real-time across everywhere they sell (e.g. Etsy, Shopify, Faire, eBay, Amazon, Square, Squarespace, etc.). If they also need to track their bundles/kits, Trunk can do that too. Feel free to visit the website and chat with me (bottom right icon)! 1. https://www.trunkinventory.com https://www.trunkinventory.com
- randall 7y ago*close (they got close.com)
- drikerf 7y agoHey! Thanks for your feedback! I just want to mention that Wobaka is $49 for all of your team, not per user. So if you're more than 3 users it's not more expensive :).
- hnarn 7y agoMaybe the feedback here is to make that clearer, without knowing much that sounds like a huge selling point compared to your competition, so you should pull attention to it. This is what your website says right now: > Start your 7 day free trial now. After that it's $49 per month, total. How about clarifying it to something like: > 7 day free trial: after that unlimited users costs $49 per month. That's for your entire team! Something that brings home the point of how much of a difference this is compared to the "per-agent" pricing that's pretty much standard. I'll leave it to others to decide how viable this pricing is :-) EDIT: Also, just wanted to let you know there's a typo on https://wobaka.com/#/sign-up https://wobaka.com/#/sign-up > That's a total, no matter how many people --> your <-- are.
- drikerf 7y agoThanks! I don't really want to compete on price so that's why I'm not highlighting it more. I just want to speak to small business owners :). Fixing the typo now!
- hnarn 7y ago> I don't really want to compete on price If that is the case, can I ask why you are not mirroring the pricing of your competitors more? If you're not competing on price, what are you competing on?
- drikerf 7y agoBecause I don't like it. And for small businesses I don't think it makes sense because team members end up sharing accounts and it just becomes a mess of who did what. I'm competing on making a CRM that's actually enjoyable to use and not just a way to keep track of your sales team :).
- Grzegrzolka 7y agoWhat's your opinion about Base CRM?
- rrggrr 7y agoMy problem with Base (evaluated last year) was pricing for advanced features (eg. predictive AI). Also, and very subjective (I apologize in advance) I felt the UI was stale and inaccessible to older users. There are lots of things to like about Base though, and it's a heck of lot better IMHO than MSFT dynamics. But I cannot recommend unless things have changed since my last evaluation.
- Jwarder 7y agoFunny, but I bounced off of Pipedrive.com pretty quick. Why should I trust a product if they are too afraid to show me meaningful screenshots? They have more detail in the dinky little videos, but I don't want to just sit there for a few minutes just for a chance to see something slightly real. The Wobaka "screenshots" are also obviously fake, but there is enough detail that they still give me a clear idea of what the intention is.
- rrggrr 7y agoAgree that screenshots are key. Also not a huge fan of hosting critical data where ultimate control is overseas (eg. Estonia). Its not so much a trust issue as speed to remedy (eg. injunctive relief) if needed.
- drikerf 7y agoNot sure what you mean? Screenshots are actual screeenshots. They've just been cropped since it would look really odd otherwise :).
- Jwarder 7y agoThe window chrome and the shot with the overlapping windows look bogus. Not in a terrible way, but it is still noticeable.
- EGreg 7y agoCan you tell us what you consider to be THE MAIN features / traits of a CRM that makes it good? Like 90% of it? We are building one now. What we already have: An app that is used by 100000+ active users to manage their contacts and put them into groups. What we want to add: Each Group would have a Tree of States Each State would have (full HTML) Email Templates that you customize with our mobile editor You would be able to send template emails from your phone and track email opens and link clicks, and get notifications. Each “email open” or “link click” can move people into a new state, from 5a to 5b so to speak. Of course, primary states would have names. You would also be able to place calls and take HTML notes on each contact, which can include images etc. The CRM would let you see at a glance who is in what state in the pipeline (actually, a tree). Also, business card scanning that saves contacts in bulk, then you categorize them based on Group We may also, later, want to add other features, such as “countdown” graphics and other widgets to the templates, and tasks for teams. Charging In your experience, what would be a good market clearing price for such a CRM? You would be able to do everything from your PHONE, rather than having to go to your computer. Do you know of a CRM like this? Or even an app that an track email opens? I only know NewtonMail maybe. I was thinking of charging $20, $50 and $100 a month plans, for 200 emails, 1000 emails or 10,000 emails per month, respectively.
- rrggrr 7y agocontact me - gardner ...\at/... hiredinsight ...\dot/... co
- mistrial9 7y agorecommendations an ubuntu-based CRM for a researcher with ~300 PDFs; requires basic metadata, some kind of tagging support, not a year's worth of setup, please!.. coder here!
- generatorguy 7y agoQiqqa? Although that’s not a CRM but it does metadata, tagging, and PDFs. Maybe it will work for you.
- rajangdavis 7y agoReally curious on your thoughts regarding RightNow Technologies/Oracle Service Cloud. I used to use it as a customer and was a consultant for it until a lot of the work in that area started drying up. Seemed to be the CRM of choice in 2010; nowadays, Salesforce, ServiceNow, and Zendesk seem to be the frontrunners in that space.
- writepub 7y agoPricing does not work this way [1]. Smaller companies tend to offer a lot more accessible support, which is not as loudly advertised. In any case, if pricing did work this way, Saas would be a race to the bottom, which the market has shown to not be the case. [1]: https://training.kalzumeus.com/newsletters/archive/saas_pricing https://training.kalzumeus.com/newsletters/archive/saas_pric...
- lima 7y agoI tried Pipedrive but if you want to sync contacts with Google Contacts, they insist on accessing your mails as well. No way to reduce OAuth scope. To make matters worse, they use a third party API to do this, so you trust not just one, but two random companies with access to your email. This is an issue since email is not just used for marketing (think password reset tokens and so on). Their support has been useless when I asked about this, insisting that their approach was perfectly secure and that their other customers don't care: > We have now more than 85,000 companies from all over the World who have accepted and agreed with our Terms and Conditions and I am happy to say that we have never had any issues with these matters.
- Sophistifunk 7y agoIsn't the whole genre of CRM kinda useless without access to your emails though?
- wufufufu 7y agoDoesn't mean it won't succeed