Customisable CRM for Plan B

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Spacecadet replied

9 November 2009, 10:01
There must be a free php/mysql version knocking around

edit:
google turned this up:
http://www.absolutebusy.com/p_open_s..._software.html
Leave a comment:
TheFaQQer replied

9 November 2009, 09:41
Siebel.

Oracle.

(But I guess that might not class as "cheap / free")
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Tingles replied

8 November 2009, 20:25
Thanks I'll investigate...
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Clippy replied

8 November 2009, 19:19
No experience of it myself, but how about Microsoft Dynamics CRM.

With regards to cost, it used be included in the subscription to Microsoft Action Pack.
Leave a comment:
Tingles started a topic Customisable CRM for Plan B

8 November 2009, 14:52
Customisable CRM for Plan B

Any ideas?

Store customers details - name address etc, attachments.
Link customer to 'resource' (customer may have many resources & resources may have many customers)
Store resource details automatically link resource to customer
Task list against customer / resouce - reporting o/s tasks etc.
Customise fields / reports.
Also would be good to print a semi-standard pack of documents from one click with customer address and requirements from certain fields...

Also cheap / free would be nice....

I can use Excel but don't really know Access or any other DB.

Had a look at ACT but can't really see a way of linking resource to customer and vice versa - which is a major goal.

I'm trying to make the admin as easy as possible so I can run plan 'A', plan 'B' and study for my MBA at the same time!!!

Cheers!

T
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