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Poll: What CRM do you use at your startup?
I am getting to the point that I need to be managing sales prospects and relationships with more people than I can remember on my own. So I am thinking about investing time into loading things into a CRM. The questions is, which one?
- poincare 16y agoCan anyone suggest a good CRM workflow? I'm considering FatFreeCRM but I'm not sure what are the differences between "Opportunities" and "Leads" and how to use "Campaigns."
- mid 16y agoCheck out "The Sales Process" at http://is.gd/l4kLZJ http://is.gd/l4kLZJ
- davidedicillo 16y agoThe simplest one in the market: Rapportive
- crmreviewer 16y agovtiger CRM
- calebhicks 16y agoCurrently using OpenLeads. Decent price with room to grow. Has great e-mail functionality and awesome automation workflow tools. Very customizable.
- Arania 16y agoHow about Dashboard? Any user here? Link - http://www.getdashboard.com/ http://www.getdashboard.com/
- jefe78 16y agoOver at my last company, we used Salesforce, with a lot of success. I was the implementor, so it was all a little over my head, but the sales guys seemed happy. Its was for a team of ~9 sales staff.
- jorangreef 16y agoA colleague and I started off with Highrise which was great. But we wanted auto email importing, real-time feeds and fast search. We were building an offline-capable web-app at the time and decided to build these features in. It's faster for what we do. I am releasing this as a standalone service. Please let me know if you're interested.
- manguava 16y agoOnePageCRM.com
- bound008 16y agojust deployed fat free crm, and tracks on a EC2 micro-instance... no looking back. i just wish django had apps like these.
- zapperen 16y agoElements CRM?
- DanLar75 16y agoEmail + Personal contact + communication and just have each others backs.
- JarekS2 16y agohttp://disqourse.com http://disqourse.com <plug>
- beckyjc 16y agoMicrosoft CRM Online
- robin_reala 16y agoHomebrew Rails app for managing a small company (projects, CRM, time tracking, staff holidays etc). We’ve been considering productising it for a while but haven’t been willing to jump without a firm sale.
- codeslush 16y agoYou might want to add FatFreeCrm to your list - it's not as feature rich as some, but also doesn't suffer some of the same bloat. It's written in Rails and easy to modify.
- deleted 16y ago[deleted]
- jaxn 16y agoAdded. Please vote :)
- sachinag 16y agoI'd add BatchBlue. It's what all the cool kids are using, I hear.
- cch2011 16y agoGoogle Apps Contacts does it for me. It syncs with my phone.
- jaxn 16y agoThe phone sync is particularly nice.
- cch2011 16y agoGoogle Contacts is not considered a CRM tool so it may not fit what you need. Good luck, let us know which one you choose to go with.
- lachlanj 16y agoAgreed. Google contacts is not a CRM but could be so much more. It could be an amazing CRM if they implemented my wishlist: http://www.sennza.com.au/google-me/ http://www.sennza.com.au/google-me/ Not likely though....
- jaxn 16y agoIn case you don't catch the other comment I left... I am going with Google contacts / spreadsheets for now.
- tony_landis 16y agoNone of the above, rolled my own.
- cookiecaper 16y agoI'm working on a custom one too. Also manages invoicing and accounting.
- deleted 16y ago[deleted]
- jaxn 16y agoCare to clarify?
- d0m 16y agoeverything for me is on github and workflowy.
- flgb 16y agoOther: Pipelinedeals.com
- scottmagdalein 16y agoHighrise as part of the 37signals suite.
- deleted 16y ago[deleted]
- proee 16y agoIs there a way in google contacts to share you contacts between multiple users?
- jaxn 16y agoYes. Google Apps now allows you to share contacts across the domain.
- proee 16y ago" Contact sharing does not allow users to share their personal contacts with each other." You still can't share contacts stored by each user's account http://www.google.com/support/a/bin/answer.py?answer=47926 http://www.google.com/support/a/bin/answer.py?answer=47926
- jaxn 16y agoI think this is in a state of flux. "You can add users who aren't in your domain to the shared contacts list using the Shared Contacts API script. The Shared Contacts API will also allow you to enter in additional details like address, phone number and more to domain contacts. These additional details will only appear when shared contacts are viewed in the Contacts Service. The Shared Contacts API is supported by our API team." http://www.google.com/support/a/bin/answer.py?hl=en&answer=60218 http://www.google.com/support/a/bin/answer.py?hl=en&answ...
- snprbob86 16y agoWe tried a whole bunch of things, but sharing contacts, managing notes, follow-up reminders, etc. was just too much of a hack to bother with for a two man shop like ours. So here's what we did: 1) Make a Google spreadsheet 2) Share with the team 3) Add a "follow up" column of dates 4) Sort by that 5) Learn to love the find-in-sheet command Works great!
- pamelafox 16y agoOn the teams I've worked on at Google, we pretty much take the same approach. The only problem is when you're looking beyond your own team's contacts, and you have to search a few different spreadsheets to find the contact of interest. We've thought about using the API to provide a central search to all of the spreadsheets for that case, which wouldn't be too difficult to do. I'm sure the real contact management tools are nice, but I also love the beauty and ad-hoc nature of spreadsheets. It's so easy, anyone can do it, and so everyone does do it. Might as well embrace it and build on top.
- quellhorst 16y agoWould be nice if you could make an example with your sensitive data replaced?
- snprbob86 16y agoWe just organically added columns as we needed it. That's the magic of using a Spreadsheet :-) Here are the columns we have (with footnotes): Name, Email, Company, Role [1], Intro [2], Rep [3], Last Contact Date, Last Contact Notes, Next Action Date [4], Next Action, Other Notes [1] Profession, job title, info about decision making power, etc. [2] Who/what/why/when of how we were introduced to this person. Useful if we need to lean on a relationship for follow up. [3] Which of the co-founders were the primary point of contact for this person. This prevents the human race condition for replying to emails or following up on the next action date. [4] Only used for soft follow-up values. That is, we periodically check this spreadsheet and handle people in a priority queue style. Hard follow up dates are handled with Google Calendar events & email-based reminders. Recently, I've begun using Boomerang a lot too: http://www.baydin.com/boomerang/ http://www.baydin.com/boomerang/
- hooooooooly 16y agoJoomla HOLY SHIT!!!!!!!!!!!!!!!
- electrics 16y agoI use amphis crm www.amphis-software.com cos its easy to use and does all I need with contacts, mail merge, customer notes, multi-user and customizable.
- gnok 16y agoI'm surprised no one's mentioned MediaWiki. Does it have some obvious problems I'm overlooking?
- brlewis 16y agoemacs text mode
- fjabre 16y ago<plug> Sharepad at http://gosharepad.com http://gosharepad.com Connects to any Google Apps or Gmail account and does a real time sync of email, contacts, and tasks back to the connected google account. Simply drag and drop any contact to your Padmates group to share access to your pad. In the process of getting up the FAQ and video right now. </plug>
- jaxn 16y agoYou have identified a definite pain point. Unfortunately it doesn't yet look like there is enough there for me to choose it as a core business tool. I look forward to seeing it progress.
- auxbuss 16y agoYour site is very broken here :( Page displays a grey box with "video" in the middle. Tried FF and Chrome. FAQ, Getting Started, & Twitter links all fail with a Posterous "Sorry, we couldn't find what you were asking for". Shame, as I was very interested in what you are doing.
- fjabre 16y agoVery sorry about that. We just finished the MVP and we're still in the process of putting up the blog/video. All should be ready by Monday. I'll email you when it's done. Thanks for your interest.
- irious 16y agoWe wrote our own, lots of work but it's fully integrated into my company.
- nirvdrum 16y agoI'm interested in whether anyone has found one that will let you log messages from within GMail. I'm not talking about the "social CRM" that can pull up an avatar. I don't want to have to forward or BCC messages to get them into my CRM, so a simple "log message" button in GMail would be ideal.
- codeslush 16y agoI wasn't aware of insight.ly until reading one of the other comments on this thread. Good news for you - looks like it has a feature like this!
- ajessup 16y agohttp://www.noosbox.com/ http://www.noosbox.com/ (in private beta) does exactly this, without too much extra fluff. Contact me through my HN profile for an invite.
- cch2011 16y agowhat do you mean by a simple log message button? what are the benefits for this? I'm curious because I'm currently using Google contacts.
- nirvdrum 16y agoWell, don't tell anyone, but I used to use Outlook with Business Contact Manager. It was great. When I exchanged email with a potential lead or a customer, I could log all correspondence from within my mail app. I didn't have to worry about remembering to forward to some address or have to manually enter the message on some 3rd party site. I was give a simple "log message" button and it got added to the contact's history. I could optionally annotate it. But it was dirt simple for keeping track of email communication (far and away my most common form of communication).
- cabacon 16y agoDaylite. It's mac-only, but I'm mostly using it for my own purposes, so that's not a dealbreaker.
- deleted 16y ago[deleted]
- ten7 16y agoCiviCRM
- gsiener 16y agoCapsule
- melvinram 16y agoPipelineDeals http://pipelinedeals.com/ http://pipelinedeals.com/ Their leads page is really the best I've used.
- yurylifshits 16y agoI am not at a startup, but I use free wiki plan from PBWorks for my personal projects (e.g. organizing a conference)
- fnazeeri 16y agoFor b2b you can't beat Salesforce.com. High-rise is a nice contact manager but a terrible CRM.
- jaxn 16y agoWhy? I have never used a CRM (I am more of a hacker than a salesperson).
- lachlanj 16y agoSalesforce: my opinon is salesforce does everything you could ever want but its very expensive for small companies, and every add on makes it even more expensive Highrise (My preference): Doesnt have 'all' the features i want, but has 90% of them, is cost effective and a lot of other apps use its APIs. I also find it easier to add data in as I go, where as with Salesforce I was a chore that I alway put off.
- bearwithclaws 16y agoThis is probably absurd (and yes, I've tried most of solutions) - I use SimpleNote (thru Notational Velocity desktop app) to manage almost everything - including CRM.
- willrobins 16y agoSales Force is great when you are small - I went from Start Up to 20 Sales Reps and 5 back office with 42 total people in last few years. Here is the breakdown of what works when and why. http://www.robinsunleashed.com/?p=106 http://www.robinsunleashed.com/?p=106 Great info already with the voting... here is the "WHY"
- lachlanj 16y agoI totally agree with you here. If you are planning on scaling up you team Salesforce works well, especially for managing big teams or even a number of teams. However if you are small company say under 10 people, salesforce can be cumbersome. So really it depends on what your company does and what you need to capture.
- eduardo_f 16y agoinsight.ly
- JonZack 16y agoMy best answer is "why do you want a CRM?". If it is to manage sales people now or in the near future then Salesforce is good if you can afford it, it is also good to grow into if you plan to have customer service people. Plus I hear they have a free version for small companies - not sure. If it is just for yourself, then the question is how many prospects are you managing. If it is a lot (over 200) then SugarCRM or Highrise is best suited. If less than 200, Google docs spread sheet is good to start with unless you need to track a lot of data/ prospect interactions, then use one of the former. If you have never done this before I suggest starting out with a spread sheet and keeping it simple since you will inevitably be making changes to it regarding what you will track and how you will use it to make more sales. This approach will help you refine your immediate and possibly long term needs, and what product is best suited for you. I personally always start with a spread sheet before making a commitment to any system until I know what I/we need. Zoho is a good happy medium between these two choices.
- darren 16y agoWe used to use Pipeline, but recently switched to Bantam Live. Better pricing model, better user interface, decent reporting, plus it has an iPhone version. Worth checking out.
- blender 16y agoWe used to use Solve360 but we use Bantam Live now too. Solve360 is actually a very powerful CRM platform/toolkit but the non-technical people didn't really grok it. Bantam Live has some warts but it provides a lot of functionality without making many compromises. Second that it is worth checking out.
- Jetlag 16y agoI wanted to try Solve360 at my company but we can't use things no one else uses.
- jnarowski 16y agokarmaCRM.com
- jaxn 16y agoFYI, I think I am going with Google Contacts and Google Spreadsheets for now. When I being on a head of sales they can decide to use another CRM if they want, but I don't want to manage contacts two places and I want them in my phones (iphone and android). I may also play with insight.ly at the same time. I would use Highrise if it was integrated with Google Apps. Thank you for all of the feedback.
- micfitzgerald 16y agoOnePageCRM. It focuses on "that next task" required for each contact.
- dp1234 16y agoWhat about Saleslogix and Microsoft Dynamics CRM?
- jodie_ms_smb 16y agoTry MS Dynamics CRM Online – it’s web-based so you can access anywhere and it has full sales, marketing and service features. You’ll also be able to sync up a mobile device and use offline synchronization when using Outlook. There is a promotion for new customers - $34/user/month (USD). This link will give you more details: http://smb.ms/OutreacheMPSH http://smb.ms/OutreacheMPSH Regards, Jodi E. Microsoft SMB Outreach Team msftoft@microsoft.com