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: 79

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

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.

Latest Activity

Richard Vito joined Kyle Brown's group
Thumbnail

Wrightsoft - Manual J / Manual D

If you use Wrightsoft to calculate loads or design ducts, you likely have questions.  Get answers…See More
1 minute ago
Richard Vito joined allen p tanner's group
Thumbnail

Energy Auditing Equipment for Sale, Trade or to Purchase

Discuss the pros and cons of the equipment you are interested in prior to purchase. Post equipment…See More
2 minutes ago
Jim Gunshinan commented on Jim Gunshinan's blog post Energy Upgrade California—Up Close and Personal
"I had a revelation while attending Bruce Manclark's session of duct leak testing at the Energy…"
14 hours ago
George J. Nesbitt commented on Jim Gunshinan's blog post Energy Upgrade California—Up Close and Personal
"Blower Door; the 2007 test was a depressurization test, and the 2014 a pressurization test, which…"
14 hours ago
George J. Nesbitt replied to Kaushal Bharath Raju's discussion Affordability & Deep Energy Upgrade/Passive House Retrofit in Berkeley, California.
"Plan, plan, plan, plan. The 1st step to is to understand the house, how it's built, the…"
14 hours ago
George J. Nesbitt posted an event

High Performance Windows - A Panel of Experts at Pyramid Alehouse`

April 26, 2014 from 3pm to 5pm
Join a lively panel discussion on high performance windows. We'll cover some basics, as well as…See More
16 hours ago
Kaushal Bharath Raju replied to Kaushal Bharath Raju's discussion Affordability & Deep Energy Upgrade/Passive House Retrofit in Berkeley, California.
"Hi David, Thanks for pointing out Martin Holiday's article. I do not wish to engage in the…"
16 hours ago
Profile IconAdam Penberthy, Scot Davidson and j jarvella joined Home Energy Pros
16 hours ago
David Eakin replied to Kaushal Bharath Raju's discussion Affordability & Deep Energy Upgrade/Passive House Retrofit in Berkeley, California.
"More food for thought on this subject - read this (fairly) recent blog by one of the most respected…"
21 hours ago
Curt Kinder commented on Christopher Morin's blog post 5 Things New Energy Efficiency HVAC Contractors Need to Know
"You left out air distribution...Without at least a passing glance at how much air moves through the…"
yesterday
David Eakin replied to Kaushal Bharath Raju's discussion Affordability & Deep Energy Upgrade/Passive House Retrofit in Berkeley, California.
"I mis-spoke - I was referring to the Midori House in Santa Cruz. Have an in-depth discussion with…"
yesterday
Kaushal Bharath Raju replied to Kaushal Bharath Raju's discussion Affordability & Deep Energy Upgrade/Passive House Retrofit in Berkeley, California.
"Hi David & Bud, $400/sqf > $300 sqf. The latter is the minimum cost of new construction in…"
yesterday

© 2014   Created by Lawrence Berkeley National Laboratory.

Badges  |  Report an Issue  |  Terms of Service