Which crm system to pay attention to?

A

apostol_nz2015-07-28 11:49:16

CRM

apostol_nz, 2015-07-28 11:49:16

Good afternoon.
Our company is introducing a certain software product in the city. The specifics of the work is not related to sales, but to a greater extent with receiving feedback and suggestions for improving the functionality.
A separate staff has been allocated for the prompt resolution of issues with VIP users of our product.
There was a need to automate the work of these employees in the system.
Necessary functionality:
1. Introduction of organizations into the system.
2. Introducing vip-users to this organization. (custom fields: full name, position, phone, mail...)
3. Establishment of reception/assistants in relation to a specific vip. (custom fields).
4. Separation of organizations and users in these organizations by employees without the ability to access and edit information for other employees.
5. The ability to set a task to go to a specific vip-user.
6. Possibility of prompt notification of VIP-users/receptions via e-mail/SMS mailing list.
7. Ability to enter information / unload information through Excel.
I looked at different crms, but they usually contain a lot of information and functions that will not be used and are simply superfluous for the necessary work and overload the system.
Ready to consider both Saas and Stand-Alone solutions.

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4 answer(s)

V

voffkared, 2015-07-28
@voffkared

If there is a good admin with basic knowledge of php, html, mysql and linux servers, look at SugarCRM or SuiteCRM.
Put the server in the office and you will be happy.

O

OlegXD, 2015-08-06
@OlegXD

We use ourselves, though an extended version.
anemone.su/crm-system.html
They have a free minimum, which may be enough for you; if not, it can be improved.

O

olijen, 2015-08-11
@olijen

Try Zurmo CRM. You need to tinker with the installation, it requires various php extensions. But open source, put it on vps or on LAN and use it. General purpose CRM, quite multifunctional. The main thing during installation is to perform not only the required, but also the recommended settings.

E

Elvira_Tak, 2015-11-01
@Elvira_Tak

Hello! You can implement all of the above specifics of work in the "Client base" crm. You can see for yourself by testing the program for free. At the same time, the free version of the program does not have strict restrictions on functionality. I recommend to try: https://clientbase.ru