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I've been asked to maintain the contact info for a non profit club. Something like this is almost what I need, but I would also need to be able to edit existin
by hardtke 5y ago
I've been asked to maintain the contact info for a non profit club. Something like this is almost what I need, but I would also need to be able to edit existing entries as well as to run some simple queries (who has not paid their dues?). Does any such cloud based open source software exist? CRM systems are overkill, and there are some downloadable tools, but nothing cloud based AFAIK.
- mgbmtl 5y agoCiviCRM is made for nonprofits. It can be overkill for simple requirements, but you can turn off most of the clutter. There is a low-cost SaaS hosting for $10/month (https://civicrm.org/spark https://civicrm.org/spark). Full disclosure: I am a dev & hosting provider.
- RedShift1 5y agoPerhaps appsmith.com or budibase.com is what you're looking for
- irskep 5y agoYou could probably construct a decent Asana workflow around this using forms, custom fields, and automation rules, but it's not free.
- kroltan 5y agoWith enough courage and either a lot of formulas or a bit of scripting, you can do simple queries just fine in Google Sheets.
- a_band 5y agoYeah, I actually do something similar with some of my projects. I'm able to get good results directly querying sheets: https://www.benlcollins.com/spreadsheets/google-sheets-query-sql/ https://www.benlcollins.com/spreadsheets/google-sheets-query... Pivot tables have a bit of a learning curve but you can also use them to dynamically pull data out of sheets: https://support.google.com/docs/answer/1272900?hl=en&co=GENIE.Platform%3DDesktop https://support.google.com/docs/answer/1272900?hl=en&co=GENI...
- conductr 5y agoMaybe give Airtable a go. I’d think something with an interface would be better than embedded
- windjammer 5y agoHere's a cloud based CRM that might fit the bill. Not open source but certainly doesn't cost the earth. beaconcrm.org
- Aakshu 5y agoYou should give DronaHQ a spin for this. I have used it to build a simple frontend app, connect my sales lead maintained on a google sheet and streamline some activities (assigning leads, edit information,send email, track payment/subscription) They offer ready connectors so you can plug it to your data source of choice. I am pretty satisfied with the tool (https://www.dronahq.com https://www.dronahq.com)
- foxbee 5y agoI would go with Budibase - it's free, has multi-step forms, you can use an external db, or use Budibase's built-in database. You can also automate notifications when a new contact is added.