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| Feb 11, 2007 3:41 am |
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re: Small biz CRM recommendations? |
Reg Charie
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Hi Gloria.
I have heard that David's recommendation is excellent.
I am famillar with CRELoaded which is a content/customer/affiliate package with an open source license.
CRELoaded is excellent for customer management with all communications and transactions being centralized in a customer management page. Copies of communications stay in the database and can also be forwarded to Outlook accounts.
There is an affiliate sales program built in so this could be used to track sales from your agents and sales staff.
While there is an admin "Create Client" there is no "Import" feature from QB. I Imagine this could be done by a programmer as it is only adding files to the SQL database.
How many clients do you have to transfer?
CRELoaded is a great package. I have built about 23 sites in it.
I have a demo of the program at http://dotcom-productions.com/cms/index.php?cPath=71_72
which will give you access to the admin.
When you are in the admin go to http://www.dotcom-productions.com/cre-6-2-05/admin/customers.php?selected_box=customers to see the customer database.
I enabled my instant messenger and email info for you on my Ryze home page should you like to chat.
Reg
http://DotCom-Productions.com Private Reply to Reg Charie (new win) |
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