Home Forums Tech talk Customer Contact Management Program Suggestions

Viewing 8 posts - 1 through 8 (of 8 total)
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  • #964132
    Event Mavern
    Member
    • Total posts: 4

    Hello all,

    I operate a very small business with a partner. We both work from our respective home offices. I’m looking for a contact management system that we can both use, so perhaps something hosted online? We need to keep track of contact details in a number of different categories, as well as when contact was made, what was signed up for etc. I like the way Outlook with Business Contact Manager seems to let me do this, but can’t see that we could both share a database. We are currently using My Newsletter Builder.com which allows us to keep contact information and as many lists as we like, but I can’t filter a list before sending a newsletter. For example, I can’t take a list which has all my wedding venues in it and send a newsletter only to those located in Melbourne, I have to send to the whole list.

    Any suggestions? Low cost would be good as we are just starting out and cash flow is low at this stage.

    Thanks,
    Fiona

    Australian Academy of Wedding & Event Planning
    http://www.aawpc.com.au

    #1003462
    MissieK
    Member
    • Total posts: 234

    My VA has recommended http://www.batchblue.com/ to me. It’s an online solution. I’ve only just started looking at it, but thought I’d post the link anyway :)

    Melissa

    #1003463
    LeelaCosgrove
    Member
    • Total posts: 634

    I use

    http://www.zoho.com

    Is quite good – I’ve used Sugar and Salesforce previously and I find it comparable in many ways.

    Best of all – it’s FREE for the first 3 users.

    #1003464
    Event Mavern
    Member
    • Total posts: 4

    Thank you ladies. I’ll take a look at both over the weekend and see if they are what I need.

    Fiona

    Academy of Wedding & Event Planning – Your Stepping Stone To Success!
    http://www.aawpc.com.au

    Wedding Boot Camp – We’ll whip your wedding into shape!
    http://www.weddingbootcamp.com.au

    #1003465
    GregMarr
    Member
    • Total posts: 5

    Hi Fiona

    Assuming you have a constant and reliable internet connection, I would suggest you also look at Salesforce Group Edition. $99 per user per year and integrates well with Outlook.

    Good luck!

    #1003466
    exstatic
    Member
    • Total posts: 335

    There was a similar question posted about this that you may want to check out!

    http://www.flyingsolo.com.au/forums/talking-technology/201-small-business-crm.html

    Enjoy.

    #1003467
    LukeH
    Member
    • Total posts: 29

    Here’s a slightly different view on it.

    From your description it seems like a lot of the Contact Management you need goes into your email newsletters. You may just need better email management tools which can filter and segment your lists, so you can send only to those in Melbourne as per your example.

    If you do it this way then information can be gathered and stored when someone signs up (when they fill out details to join one of your email lists) or you can add more of their information in manually later.

    It’s not a full-blown CRM software solution, but from your description I think it would cover what you want and need. If you used a hosted email marketing solution then it would be web based and could be accessed by you and your partner. You also kill two birds with one stone by storing customer data with your email management. $20-$30 per month would cover you with a range of email marketing providers.

    Best of luck,

    Luke

    #1229101
    Karol
    Participant
    • Total posts: 1

    I deals with the implementation of the Firmao CRM system for small and medium-sized companies. This helps to automate processes in the company and manage it fully online Our system allows you to manage your employees’ time and invoices. In one system, you have access to emails and related contractors or documents.

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