Sales leads on phone - Contact Customer Database. - Forum

Not familar with what products run on Macs, but have you investifgated your existing software first ? Many have inbuilt CRM and what you DONT need need is multiple customer databases (and associated duplicity of data entry)

For example (for us);

Outlook email client, which can connect (or import/export via IIF) to Quickbooks (or Sage or Xero) which can connect to Operation scheduling packages like Jobber (or Qxpress or SAP). And, all have their own inbuilt CRM options

Also worth looking at cloud based ReallySimpleCRM (which has a free option)

If you're looking at an iPad solution, I'd ensure it's cloud based so you can access from other sources, otherwise it may be locked into a propriety solution.

The Holy Grail is ONE database (athough the above does not strictly achieve this, data can be easily 'shared' between Outlook and Accounts via a couple of clicks).

It may not seem a major issue now, when you increases client numbers or the number services offered, the matrix of complexities rises...and rises :(

I found that unless you have someone desk based, updating it realtime its uses can be limited especially if you have invested £££ in dedicated software.

Replies

PRO

philip shaw February 9, 2015 at 10:00pm

how do u find act.com has it worked for you
- Andrew Michael Palmer > philip shaw February 9, 2015 at 10:32pm
  
  We used to use it for my father old cleaning co, we had 5 office staff, Dad - boss, me and an other on operations and 2 on sales. it worked very well in keeping all involved on what was said, emailed and sent in post etc etc.
  
  As communication is a big key
  
  Andrew
  - Ross Stuart Mckinlay > Andrew Michael Palmer February 10, 2015 at 1:09pm
    
    Have you looked at Jobber?
PRO

Gary RK February 10, 2015 at 1:38pm

Not familar with what products run on Macs, but have you investifgated your existing software first ? Many have inbuilt CRM and what you DONT need need is multiple customer databases (and associated duplicity of data entry)

For example (for us);

Outlook email client, which can connect (or import/export via IIF) to Quickbooks (or Sage or Xero) which can connect to Operation scheduling packages like Jobber (or Qxpress or SAP). And, all have their own inbuilt CRM options

Also worth looking at cloud based ReallySimpleCRM (which has a free option)

If you're looking at an iPad solution, I'd ensure it's cloud based so you can access from other sources, otherwise it may be locked into a propriety solution.

The Holy Grail is ONE database (athough the above does not strictly achieve this, data can be easily 'shared' between Outlook and Accounts via a couple of clicks).

It may not seem a major issue now, when you increases client numbers or the number services offered, the matrix of complexities rises...and rises :(

I found that unless you have someone desk based, updating it realtime its uses can be limited especially if you have invested £££ in dedicated software.