Hello HEPsters,

As we ramp up our business, we are looking for a low-cost CRM we can use to track our interactions and collect some metrics about our business.

Have you had any experience with any inexpensive, online tools? Any recommendations?

Thanks,

Tom

 

Views: 170

Reply to This

Replies to This Discussion

Tom, this topic has been discussed a number of times at the JLC Online "Business Technology" forum. Joe Stoddard is the moderator and he does a great job finding and reviewing new software, including CRM. If you page through the threads you will find several applicable.

 

http://forums.jlconline.com/forums/forumdisplay.php?f=3

If you are interested in a more robust, Quickbooks-integrated solution that handles more than just CRM-- it handles everything from the CRM initial client contact, to estimating, quotes, po's, invoices, vendor bills, even warranty tracking -- then check out ImproveBuild RBS (remodeler's business solution) at www.improvebuild.com.  But before I take more time writing about a product that may be beyond your needs, let me  know if you want me to tell you more.  I'm in my 3rd year as a customer/user of RBS.

RSS

Latest Activity

Lucyna de Barbaro liked David Eggleton's group 1000 Home Challenge
3 hours ago
Steven Lefler's photo was featured
4 hours ago
Brad Cook replied to Dav Camras's discussion Low Leakage home with cathedral ceiling
"It is all about the dewpoint. Think of the roof system as a big box. Air can circulate in, out and…"
6 hours ago
David Butler replied to Dav Camras's discussion Experience with new energy monitoring tools such as Curb, Sense, Nerio and Smapee
"@Dav, 240-volt circuits are dedicated to a single appliance so circuit monitoring with CT's…"
22 hours ago
Dav Camras replied to Dav Camras's discussion Experience with new energy monitoring tools such as Curb, Sense, Nerio and Smapee
"I have been thinking about putting it on my own home as you suggest, and was wondering which, if…"
22 hours ago
Profile IconGrady Harper, Christina Savage, gregory sutliff and 1 more joined Home Energy Pros Forum
23 hours ago
Doug Mullins added a discussion to the group Energy Auditing Equipment for Sale, Trade or to Purchase
Thumbnail

Blower Door equipment for sale

I have 5 ea Retrotec 6000 blower door fans - $3500.00 ea1 3000 series fan with WiFi -…See More
yesterday
Jon Finewood joined Norm Bourassa's group
Thumbnail

Multifamily Buildings

For too long there has been relatively little EE focus on multifamily, but some new programs have…See More
yesterday

Photos

  • Add Photos
  • View All

© 2017   Created by Home Performance Coalition (HPC)   Powered by

Badges  |  Report an Issue  |  Terms of Service