itsy bitsy CRM .. open and free

[Eric Cope]

I will be developing this type of application (web app). When I finish, I
can let you know. My plan was to have free accounts ad-based, with pay
accounts will more features and no ads. If your friend can wait a couple of
weeks, I could use a beta tester, also some help on requirements. Let me
know off list if you are interested.

Eric Cope

On Thu, Dec 31, 2009 at 3:13 PM, Trent Shipley <tshipley at deru.com> wrote:

> Joseph Sinclair wrote:
>
> > Centric was recently renamed to Concursive (www.concursive.com), and
> it's not going to run well on a laptop.  It's still a fairly simple install
> if you have basic Java skills (you have to build it from source to use the
> AGPL version), but it's still a web-based server, not a client application.
> > I don't think any full CRM will run well on a laptop, since they all want
> to be a web service, and running a server on a laptop is not a good idea
> (not to mention the privacy/goodwill nightmare a lost laptop would cause).
> > If you're really trying to do this on a laptop, a SAAS solution (like
> salesforce.com) is going to be a MUCH better choice, since then it doesn't
> matter what you access the service with, and you don't need to worry about a
> theft or loss of the laptop taking a big chunk of your business (and all of
> your customer trust) with it.  The per-user costs for a small business are
> lower, on an annual basis, than the cost of a server, backups, etc...
> >
> I would love to offer a Salesforce.com solution.  However, this is for a
> single dance instructor, just out of college, so the budget is literally
> zero. I've sat through Salesforce.com presentations.  They are after the
> larger small company and the midsize companies.  Not so much the itty
> bitty business.
>
> Backup will be to DVDs, flash drive, or if I'm lucky a USB backup hard
> drive sharing the desk with the laptop.
>
> > If you insist on keeping the entire business contact list on a laptop
> (what business is this, so I can avoid ever giving them any of my
> information?),
> So are you saying that you don't put contact information on your cell
> phone?
>
> Ideally this would not go on a laptop, but the only available computer
> is a laptop so on a laptop it goes.  Risk is part of business.
>
> >  then it sounds like what you might want is an advanced contact manager,
> not a full CRM.
> > There are a few simple contact management systems incorporated into the
> KDE and Gnome desktops, but I still haven't found anything that can compare
> to the proprietary ACT! for this use-case, unfortunately.  The closest would
> be the Golden Rules Organized (http://www.golden-rules.org/), which is
> free-as-in-beer, but NOT open source.
> >
> >
> >
> It's more than just a contact manager.  ACT! might be good, Golden Rules
> Organized might be adequate, but she will want this customized to her
> line of business.  (I want to customize it because I'm bored and can use
> the experience.)  At the cost of repetition here are some things she wants.
>
> contact info, of course.
> how they found me
> when they registered
> enrollment history
> injury info
> if a certain promotion brought them in
> trends, what works,
> some info on where they are geographically
>
> So when done this package would be suitable for independent dance
> instructors, yoga instructors, and independent personal trainers.  With a
> little work, it might be suitable for independent dance studios, yoga
> studios, martial arts centers, and gyms.
>
>
>
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-- 
Eric Cope
http://cope-et-al.com
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