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: 139

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

Videos

  • Add Videos
  • View All

Latest Activity

Profile IconJeffery Liang and Ellen Phillips Soroka joined Home Energy Pros
Friday
Charles Cormany added a discussion to the group Job Board
Thumbnail

Energy Efficiency Incentive Program Manager - Efficiency First California (Berkeley)

Position Title: Program Manager Terms: Full time, available immediatelyAbout Efficiency First…See More
Thursday
Charles Cormany joined Diane Chojnowski's group
Thumbnail

Job Board

This group is for posting jobs related to all aspects of the home performance industry including…See More
Thursday
Linda Wigington liked Home Energy Magazine's blog post Art Rosenfeld's Legacy
Thursday
terry nordbye added a discussion to the group Energy Auditing Equipment for Sale, Trade or to Purchase
Thumbnail

Combustion anaylizer Testo 310

This little beauty only has a few hours on it. Almost brand new in box.Sell: $350.Terry 415 669…See More
Thursday
Barbara Smith's video was featured

Indiana HCA...On Location - Celebrating 40 Years of the Weatherization Assistance Program (WAP)

The Indiana Housing and Community Development Authority (IHCDA) interviewed two clients of Weatherization Assistance Program (WAP). Both homes were weatheriz...
Thursday
Home Energy Magazine's blog post was featured
Wednesday
Profile IconEfficiency First California and Kevin Daly joined Home Energy Pros
Wednesday

Home Energy Pros

Welcome to Home Energy Pros – the unique digital community by and for those who work in the home energy performance arena.

Home Energy Pros was founded by the developers of Home Energy Saver Pro (supported by the U.S. Department of Energy) and brought to you in partnership with Home Energy magazine.  Home Energy Pros is sponsored by the Better Buildings Residential Network. Please honor our Guidelines

© 2017   Created by Lawrence Berkeley National Laboratory.   Powered by

Badges  |  Report an Issue  |  Terms of Service