What are the elements of business system?

Simple, free(?) CRM app for mac/iPhone for small business

  • Hi, We're a small business with about 500 customers and growing fast. I am responsible for support and I need to find a simple system for customer relationships. I'm working with MacBook / iPhone (as the rest of the company) And rather see a native app since it's easier and almost always cleaner. Requirements: Contacts: name, email, phone number, mobile phone number, company name. I want these contacts to sync with my iPhone contacts, so that correct name shows up when a customer calls. Email: I need to be able to tie emails to my contacts.(currently using sparrow as mail client) Notes: I usually make a note after a call from a customer and need to couple this notes with my contacts. Calender: A nice calender feature with notification support. So that I can schedule calls and meetings with my contacts. This should also play nice with google calender. I know this is a lot to ask for a free service. I'm fine with a small cost if I get to try the service out first, like a trial. I've looked at a couple of alternatives like: Futuresimple (which I'm currently trying out, don't like the web interface though but the iPhone app looks good.), Salesforce (Seems to be rather popular) Elements Relationships 2 Bento I'm looking for someone who can share some experience from this products, the good and the bad sides etc. I've never used any CRM system before so maybe there is features I don't know I need yet? Thanks in advance! Tim

  • Answer:

    Hi Tim, With those kind of parameters you're looking at at options like, Highrise from 37signals, Zoho and Base from Future Simple.  They all have mobile components and a free version.  The "for Mac" parameter you indicated is not going to factor in to any of your decisions.  All the CRMs that are being used are web based.  We put together a board on Quora to help with decisions like this: I hope this helps.  Let me know if you need anything further, I'm happy to help.

Paul DeJoe at Quora Visit the source

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Other answers

Take a look at Really Simple Systems Cloud CRM, http://www.reallysimplesystems.com.Free for two users, runs on Macs, there is a Mobile version for iPhones in the Premium Edition.

Sam Green

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