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?




Views: 116

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.



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.


Home Energy Pros

Home Energy Pros was founded by the developers of Home Energy Saver Pro (sponsored 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.

Latest Activity

Crosbey Archery joined Allison A. Bailes III's group


HVAC design, Manuals J, S, T, & D, Duct leakage, Air flow, ENERGY STAR new home requirements,…See More
1 hour ago
Crosbey Archery commented on Ottawa Furnace Filters's blog post Some Useful Information about Furnace Air Filters
"This post is really helpful especially to those homeowners who are still confused on what to…"
2 hours ago
Diane Chojnowski posted videos
12 hours ago
Diane Chojnowski posted a discussion

Incentives & financing options for home energy upgrades

Energy.gov has a useful database of incentives and financing options for home energy efficiency…See More
13 hours ago
Profile IconMaren Cooke, Steven Antonini and First Choice Power joined Home Energy Pros
13 hours ago
George Kopf commented on Home Energy Magazine's blog post My Fall Into The Smart Home, Lazy Life
"Matt, Another way of looking at this is that by freeing up my time/brain power, I can give more…"
15 hours ago
Chris Laumer-Giddens's blog post was featured

Sparky Doubled the Air Leakage in this Home!

Sparky Doubled the Air Leakage in this HomeThis is the home.This is the hole that Sparky…See More
17 hours ago
Chris Laumer-Giddens posted a blog post

Sparky Doubled the Air Leakage in this Home!

Sparky Doubled the Air Leakage in this HomeThis is the home.This is the hole that Sparky…See More
18 hours ago

© 2015   Created by Lawrence Berkeley National Laboratory.   Powered by

Badges  |  Report an Issue  |  Terms of Service