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Great effort, and I applaud your efforts to try and come up with a solution in this very crowded space. For me, simplicity in a CRM is not the factor that will
by cyberferret 7y ago
Great effort, and I applaud your efforts to try and come up with a solution in this very crowded space.
For me, simplicity in a CRM is not the factor that will make me pull out my wallet. After all, your current feature set I can already do using AirTable or even a Google Sheet.
The killer features I need, that will make me pay actual $ for would be:
* Ability to have multiple team members in my company share and update my list of contacts
* Ability to add contacts from other sources (e.g. directly from my Inbox, by cc'ing any correspondence to a special CRM address, or by photographing a business card).
* Ability to group contacts by company or conference etc. so I can contact them at once.
Basically, anything that eliminates data entry, and takes the pain out of manually creating a name, address, phone, email etc. Good luck with the build out of your feature set.
- charly1811 7y agoThank you for your helpful insight. You listed most of the things I am getting ready to build. Stay tuned!
- mehhh 7y agoWould you have any interest in pulling in CDRs & text message logs to give a broader overview of interactions with clients? If so, I'd be interested in helping write bindings for the open source PBX we use...
- charly1811 7y agoHey. Thank you for checking out Micro CRM. Such a feature might be considered when the API Integration is built.
- schappim 7y agoCould you please provide more info on how you’d do this? I have built a CRM for internal use that does this with maxo.com.au . Is the open source PBX just astrix?
- notahacker 7y agoBiggest thing for me would be seamless (and option) email import. I can store contacts in a spreadsheet, but seeing the history of conversations with a customer is where a minimalist spreadsheet is a lot better.
- charly1811 7y agoHi! Email integration is in the pipeline of features
- dreamer7 7y agoTwo of those features can be done using Google Sheets as you suggested >* Ability to have multiple team members in my company share and update my list of contacts >* Ability to group contacts by company or conference etc. so I can contact them at once. And you can possibly create API integrations between Sheets and your inbox etc using Zapier.
- jamesbfb 7y agoLoooong time reader and first time poster. Everything you mentioned (aside from the business card reading) can be done with Odoo and the CRM addon. You can set up email aliases for different teams which allow you to cc or bcc correspondence directly to Odoo and have it match with existing contacts (or create new ones if need be) The community edition is FOSS, easily extendable and can be self hosted. Only requires some extra Python packages and Postgres. Full disclosure: My employer runs Odoo for MRP, CRM, Sales and Purchasing and I am employed to develop and modify these addons. It’s mostly Python and XML/Qweb for the front end but it’s a great platform to develop for.