CRM Search - An Update

Submitted by James Purser on Fri, 20/02/2009 - 03:15

Well I'm still looking at different CRM's, however I have decided that it isn't going to be CiviCRM. While CiviCRM looks good for the online community management sector, it certainly doesn't meet my needs as a specialist small business operator.

So that leaves vTiger as the lead  at the moment.

On a side note, one of the biggest challanges I've noticed in this search for the best CRM is the fact that I really am not up to speed with the marketing speak that seems to be an essential part of this software. So all in all, the process is providing a bit of an education.

One more note, I was talking to Michael Chesterton regarding the new fivedash Accounting Package/CRM system. This is an Australian open source system aimed at small to medium businesses. They claim that it's in beta at the moment, well while Michael seems to be having success with it, I haven't been able to get past creating my first company in the system. So it's back to ledger-smb and trying to figure out how to link that with vTiger I go.

Blog Catagories: 
Business Bits

Comments

Submitted by Ben on Fri, 20/02/2009 - 15:45.

Good luck with the seach, James.  You've got the right idea, make sure you find the CRM system that fits your needs today and will be able to grow with you.  Don't forget to research the software provider's support turn around.  You don't want to be without access to your database for two days while you're waiting for a call back from support.

Submitted by James on Sat, 21/02/2009 - 01:08.

Have you looked at or considered Triton. It is based on python and contains various accounting modules.  I have developed an interest in open source accounting packages since becoming an MYOB tutor.  Since I have done a lot of programming using python I've been searching for a package that is written using python.  This one appears to be well advanced.  I have only just discovered it and have not used it.