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Loooong 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
by jamesbfb 7y ago
Loooong 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.