[Hidden-tech] Have you used? CRM, Capsule, GoogleApps...

[Wesley Rosner]

Hi,

The last six months or so I have been in full SaleForce.com consulting mode.  This is a truly amazing platform, but also beyond amazingly expensive.    I do this work for corporations that can afford it but alas can't afford to use it myself.

One thing I would like to note is that if people encounter non-profits with CRM/fundraising needs, SalesForce is not free to non-profits (up to 10 users)

Onto affordable CRM.  I have spent many many days, weeks and months working on CRM related issues.  I have to say one of the tools I have recently found really impresses me.

www.zoho.com/crm 

Zoho is pretty much a rip-off of salesforce (a good thing).  It has many/most of the customizable features of salesforce and really only lacks in some of the deeper coding, customization needs of a larger organizations.  For instance zoho allows for the creation of up to 30 custom fields on each object even in the free version.  The 12/user/month version allows up to 130 custom fields per object.  It incorporates power features like work-flow rules as well.

This is not a strongly Web2.0 application, so on the surface users might find it not polished enough.  It also has *some* complexity to it, but with that comes a lot of power and flexibility.

I like it's balance of features and price point very very much.  You could also look at 

www.batchbook.com for a nice web2.0 experience.  I have not looked extensively at the Google apps or gmail integration of zoho.  Batchbook does have mailchimp integration.

Hope it helps.


-Wes

On May 20, 2010, at 5:11 PM, Val Nelson wrote:

>   ** Be sure to fill out the survey/skills inventory in the member's area.
>   ** If you did, we all thank you.
> 
> 
> HI David and HT,
> I'd like CRM info too. If there's something that integrates nicely with GoogleApps, MailChimp, and is easy, good service, and inexpensive, I'd like to see it. 
> 
> I'd love to hear experiences with Capsule or similar. Seems like it might fit.
> 
> Thanks
> Val
> 
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> On Tue, May 18, 2010 at 8:22 AM, David F. Farkas <david at farkas.com> wrote:
>   ** Be sure to fill out the survey/skills inventory in the member's area.
>   ** If you did, we all thank you.
> 
> 
> 
> Hi folks...
> 
> I'm expanding my use of the Google platform and checking out a couple of cheap / free CRM SAS apps that integrate with gMail / GoogleApps.
> 
> Has anyone used Capsule CRM or looked at it? 
> 
> SalesForce was overkill and too hard / time consuming to set up. Insightly is too basic. Capsule seems customizable but simple and integrates with gMail.
> 
> Capsule also integrates with MailChimp. I have been using Aweber. Can anyone give me compare / contrast / comment on pro / cons features / uses of each of those?
> 
> It would be great to have Autoresponders / Newsletters / drip email integrated into the CRM. I never felt the interface on Aweber was easy to use. Can MailChimp do everything Aweber does PLUS drip email?
> Thanx so much!
> David
> 
> -- 
> 
> 
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