[consulting] Customer Relationship Management software

[Harry Slaughter]

Laura Scott wrote:
> On Apr 12, 2006, at 11:14 AM, Jason Flatt wrote:
> 
>> On Wednesday 12 April 2006 10:05 am, Harry Slaughter wrote:
>>>> I'm wondering what other folks are using, if anything. If you don't use
>>>> CRM, what do you use?
>>>
>>> I appreciate the various efforts to create ERP/CRM/IMS type modules for
>>> Drupal. However, I have a need for a solution now. And I'm assuming that
>>> I'm not the only consultant who has trouble juggling clients, tasks,
>>> billing, etc...
>>>
>>> So far, nobody has mentioned how they're dealing with this problem 
>>> *today*.
>>
>> I'm mostly using bits of paper in heaps, misplaced documents on my 
>> hard drive
>> and dropping the ball all over the place.
>>
>>> Isn't anyone using CRM software? How do you organize people/tasks?
>>
>> No, and in fact, I'm waiting for other people to respond so that I can 
>> gleam
>> wisdom myself.
> 
> A few months ago, I installed and configured CiviCRM for a client. That 
> was only version 1.2 ... now I think CiviCRM is going on 1.5. Very fast 
> development.
> 
> It integrates with Drupal, and has fairly robust database functionality. 
> It's designed primarily for campaigns -- they call it a Constituent 
> Relationship Manager -- but can be adapted.

Yes, I looked at this. It looks promising for its intended audience, but 
I don't think it's appropriate for consultant/client/project/issue 
managment.

There are lots of apps out there that 'sorta work'.

I don't know if any of you have ever heard of cvstrac. it's a ticket 
tracking system similar to bugzilla. but it's very very very simple. it 
is not perfect, but it's closer than anything i've found. bare bones 
necessities. integrates with CVS, has wiki, SQL based reports, etc..

there must be the equivalent of that for CRM.

<SNIP>


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Harry Slaughter <-> harry at slaughters.com
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