Thanks to everyone who responded to my earlier question. Here's another one.
Has anyone had experience with using a CRM system (preferably a free
or low-cost one) to manage customer/user contacts within a UX team?
My team currently uses an Excel spreadsheet stored in a shared
repository. Keeping it up to date is a painful experience. I'm
thinking that there must be a better way.
I've used Sugar CRM. It's the only stable, popular, open source
solution there is. It's a very feature rich CRM, has all you may
possibly need or not need.
The only drawback - it's not so user friendly :-) Maybe someone will
have the brilliant plan to redo a nicer template for it
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Posted from the new ixda.org
Check out Basecamp or Highrise at http://www.37signals.com/. Not free,
but perhaps affordable.
On Wed, Feb 4, 2009 at 5:00 PM, Alina Barbuceanu <alina at iterating.net> wrote:
> I've used Sugar CRM. It's the only stable, popular, open source
> solution there is. It's a very feature rich CRM, has all you may
> possibly need or not need.
I'll second that assessment.
However, don't rely on it to do bulk email. It claims it does it, but
doesn't. And hopefully you won't have to use its definitions of lead
vs. target. And converting people from one type (e.g., lead) to
another is questionable ... sometimes the data types don't match up.
We abandoned it since bulk email was a must-have for us. We are now
using Daylite, but it's pricey if you want to have several people
accessing it at once. It's cheap if you can put up with everybody
using the same account info (one seat).
barbara at littlespringsdesign.com 1-785-838-3003
Just started using it for our team, but I have to say it's the first product in a while that made me close to giddy.
We're still on the 30-day trial, but I think it's $9 for 3 users a month.
It's way easier to use than Sugar and Daylite and has integration with an email blast platform (haven't used that though as we have an in-house solution). And, unlike 37 signals, no one at Batchblue has belittled my career, nor specifically indicated that they don't care what I have to say as an end user. Always a bonus.