Thursday, December 11, 2008

Free CRM - a great tool!




Keeping Contacts up to date, tracking your Sales Team Funnel and doing email marketing campaigns are all challenges for companies in the SME sector. There are alternatives: from stand alone or groupware software like ACT from Sage through to online systems such as SalesForce.com

Recently I discovered freecrm.com an online alternative that comes already configured with all the things a business needs. There is a Pro version that has no advertising and better guaranteed uptimes as well as integration to Outlook and others. The advertising I have seen on the free version is unobtrusive.

With the free version you get: Calendar, Companies, Contacts, Deals, Tasks, Cases, Email and SMS campaign managment. As well you can manage documents stored and setup Surveys and forms for customer satisfaction. Lastly, you get about 55 reports preconfigured. Need anything else.....for no cost to you?

Yes it is software as a service and you are entrusting your data to a 3rd party. But, if you export from the system regularly, you will get the backups of where you are at. Keep your reports and run those weekly as well.

To get started you can import your lists of contacts from Excel or however you are doing it today.

Advantages:
  • you do not have to maintain an infrastructure of computers and servers dedicated to this task
  • free.....I said Free!
  • already comprehensively setup, no setting of forms or reports
  • they do backups
Disadvantages:
  • you do not have the data in house unless you export and save
  • if company fails you dont have a stand alone copy of the software to keep running
Overall, these days we trust our email to Google (Gmail), we store our photos on Facebook or Flicker, we trust so many "Cloud Computing" applications.

If you are starting up or you are looking for an alternative to reduce your costs have a look at feecrm.com

theBizWiz

http://www.boulterassociates.com.au/
http://www.informgroup.com.au/

View Dave Boulter's profile on LinkedIn

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