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

[Jeff Rutherford]

Batchbook gets my vote of confidence. I use it all the time and like it a lot. And they're local (if you consider Providence, Rhode Island local. At least you'd be supporting a New England-based software company). Val, I haven't used it with MailChimp, but Batchbook has some pretty serious integration w/ MailChimp.

Also, for small-medium sized arts-culture organizations, if you have ticketed events, and are looking for a solution to handle ticketing and also CRM to keep track of all ticket buyers, donors, patrons, etc., you may want to check out Patron Technology's PatronManager CRM which runs on top of Salesforce. It's a free service for the organizations, and Patron Technology charges a small per-ticket service charge.

http://www.patrontechnology.com/patronmanager

On May 21, 2010, at 10:43 AM, Wesley Rosner wrote:

>   ** Be sure to fill out the survey/skills inventory in the member's area.
>   ** If you did, we all thank you.
> 
> 
> 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
>> 
>> _____________________________________
>> Val Nelson
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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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