Customer relationship management. So that you can keep track of who's called, what the current status of your relationship is with them, any leads etc.
- Visitors can check out the Forum FAQ by clicking this link. You have to register before you can post: click the REGISTER link above to proceed. To start viewing messages, select the forum that you want to visit from the selection below. View our Forum Privacy Policy.
- Want to receive the latest contracting news and advice straight to your inbox? Sign up to the ContractorUK newsletter here. Every sign up will also be entered into a draw to WIN £100 Amazon vouchers!
A good piece of CRM Software
Collapse
X
-
-
Oh years cheers Mordy. Got the link.
What did you apply as personal or business? and does it matter what you feel in on the forms?What happens in General, stays in General.You know what they say about assumptions!Comment
-
You can only apply as a business. If you mean "did you have to be a bit creative with answering the questions?" then no.His heart is in the right place - shame we can't say the same about his brain...Comment
-
Originally posted by MordacYou can only apply as a business. If you mean "did you have to be a bit creative with answering the questions?" then no.What happens in General, stays in General.You know what they say about assumptions!Comment
-
Customers??? Bastards. We just tell ours they should be fecking grateful for whatever we choose to give thembloggoth
If everything isn't black and white, I say, 'Why the hell not?'
John Wayne (My guru, not to be confused with my beloved prophet Jeremy Clarkson)Comment
-
Basically, between speaking to agents, other contractors, looking for shops, speaking to potential customers for my wholesale business, talking to ebay customers, retail customers, suppliers, commercial agents. I cannot actually remember who the hell ive spoken to at the end of the day, let alone a month later!
So I need a simple CRM tool for a home. I have a full copy of Remedy, but its a little over kill. Something simple in Access would be good.
Actually I still have that No Agencies Access Database I bought off someone here about 3/4 years. I may modify that.What happens in General, stays in General.You know what they say about assumptions!Comment
-
SugarCRM (requires LAMP)
Demo of open source version here:
http://www.sugarcrm.com/crm/demo/sugar-suite.html
Coincidently, I actually intended to install it this weekend, I might still get around to it tonight.
For your purposes it is probably overkill, but the price is good (£0).Comment
-
Originally posted by MarillionFanSo I can apply as a retailer then? No problems, just fill it in normally.His heart is in the right place - shame we can't say the same about his brain...Comment
-
"Manky old tat"
New tat Burger King boy, New!What happens in General, stays in General.You know what they say about assumptions!Comment
-
Originally posted by dazza12Customer relationship management. So that you can keep track of who's called, what the current status of your relationship is with them, any leads etc.Work in the public sector? Read the IR35 FAQ hereComment
- Home
- News & Features
- First Timers
- IR35 / S660 / BN66
- Employee Benefit Trusts
- Agency Workers Regulations
- MSC Legislation
- Limited Companies
- Dividends
- Umbrella Company
- VAT / Flat Rate VAT
- Job News & Guides
- Money News & Guides
- Guide to Contracts
- Successful Contracting
- Contracting Overseas
- Contractor Calculators
- MVL
- Contractor Expenses
Advertisers
Contractor Services
CUK News
- Secondary NI threshold sinking to £5,000: a limited company director’s explainer Dec 24 09:51
- Reeves sets Spring Statement 2025 for March 26th Dec 23 09:18
- Spot the hidden contractor Dec 20 10:43
- Accounting for Contractors Dec 19 15:30
- Chartered Accountants with MarchMutual Dec 19 15:05
- Chartered Accountants with March Mutual Dec 19 15:05
- Chartered Accountants Dec 19 15:05
- Unfairly barred from contracting? Petrofac just paid the price Dec 19 09:43
- An IR35 case law look back: contractor must-knows for 2025-26 Dec 18 09:30
- A contractor’s Autumn Budget financial review Dec 17 10:59
Comment