Author Topic: CRM for small business  (Read 577 times)

Tim Hall

  • I want to eat the fleeting shade of your lashes
CRM for small business
« on: October 18, 2019, 10:13:43 am »
I'm looking at getting a CRM to replace the misc. collection of Excel, backs of envelopes and Outlook that we currently use.  Only half a dozen users at most but the ability to scale up would be good.

Any recommendations, or otherwise, from the YACF massive?
There are two ways you can get exercise out of a bicycle: you can
"overhaul" it, or you can ride it.  (Jerome K Jerome)

Re: CRM for small business
« Reply #1 on: October 18, 2019, 10:18:45 am »
What features do you need? Quotes, stock, invoicing etc?

Tim Hall

  • I want to eat the fleeting shade of your lashes
Re: CRM for small business
« Reply #2 on: October 18, 2019, 10:34:54 am »
Quotes, pipeline, reporting I guess. Integration with Quickbooks, which is where invoicing happens, would be good.

Stock control is separate at present, but could be useful.

I've used Sage Act before but that's a bit too big and complex for my current role I think.
There are two ways you can get exercise out of a bicycle: you can
"overhaul" it, or you can ride it.  (Jerome K Jerome)

Re: CRM for small business
« Reply #3 on: October 18, 2019, 10:35:41 am »
QuickBooks desktop or online?

Tim Hall

  • I want to eat the fleeting shade of your lashes
Re: CRM for small business
« Reply #4 on: October 18, 2019, 11:34:59 am »
We've got the desktop version of Quickbooks
There are two ways you can get exercise out of a bicycle: you can
"overhaul" it, or you can ride it.  (Jerome K Jerome)

Re: CRM for small business
« Reply #5 on: October 18, 2019, 11:40:33 am »
We have QBs desktop & have yet to find any CRM that integrates successfully. We use Zoho as well. It's far from ideal but it's better than several spreadsheets

Re: CRM for small business
« Reply #6 on: October 21, 2019, 04:22:36 pm »
I hated Zoho.  I've installed Agile (v. cheap, not intuitive to use) and Hubspot (much better) recently, both are the subscription model once you get past free sizes and features, or there's Suite CRM for an open source self-hosted option.