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: 93

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

Hannah Miller commented on Adam Flowers's blog post Comfort as a Selling Point
"Hello Adam! I hope you are still messages from this site. I just was forwarded your post and it…"
5 hours ago
Michael Dunseith replied to robert jones's discussion Should your local weatherization company be required to have someone BPI certified on their staff?
"Why the concern with airflow around heating and domestic pipes? Most are inside the envelope. What…"
7 hours ago
Tom White posted a video

Weatherization to Home Performance -- Tools & Tips for Developing For-profit Services

Are you a low income weatherization contractor looking to add home performance work you your services? The Home Performance Resource Center, Efficiency First, and NCAF present resources developed through expert industry engagement. While many of the…
9 hours ago
Jim Gunshinan posted a discussion

Tax Time Blues

There is a tax credit available to homeowners who have walls insulated. The credits were continued…See More
9 hours ago
Bruce Glanville replied to robert jones's discussion Should your local weatherization company be required to have someone BPI certified on their staff?
"I have been testing homes for my state utility as a baseline residential load data collection…"
9 hours ago
Stan Kuhn replied to Jim Gunshinan's discussion When your shower is in your kitchen...
"I think this is in the wrong Forum, it belongs in Hall of Shame.  One the dumbest ones…"
10 hours ago
Terrell posted a status
"Ebook version of my book Passive Buildings in Canada - detailed sections http://store.blurb.ca/ebooks/521524-passive-buildings-in-canada"
11 hours ago
Terrell posted an event

Boots on the Ground webinar at Toronto

March 10, 2015 all day
Passive Buildings Canada is pleased to be a sponsor and webinar host for BlueGreen Consulting…See More
12 hours ago

© 2015   Created by Lawrence Berkeley National Laboratory.

Badges  |  Report an Issue  |  Terms of Service