A decent CRM

[timconsidine]

It’s not a great article sadly

What’s wrong with EspoCRM ?

[makemrproper]

I am not bashing on EspoCRM, although it may have seemed like I did. I just wish for a more powerful product on here.

[ccfu]

Is it a CRM or an ERP you are after? Or a product that does both? At the moment you are not really comparing like with like. Maybe it would help if you say exactly what it is you need the application to do.

[makemrproper]

It is fine if is only a CRM. Sales is its own universe unless you have physical production and or goods.

[ccfu]

OK, and what do you need that EspoCRM does not provide? Or do you have an application in mind?

[timconsidine]

I understand that some don't like the EspoCRM UI, if they're used to something like Hubspot. But funtionality is what's needed. At least for standard CRM.

[makemrproper]

I am a certified Salesforce architect, so I have played with the priciest in a large org setting where we had billions in revenue. I have also used Odoo's CRM for tiny beer-money projects and even Vtiger which is still around. I'd say Odoo for very straight forward sales, is adequate. The goal is to give a great overview of the sales pipeline and to have a way to quantitatively summarize won and lost opportunities.

I am now finding that Baserow has pretty great templates out of the box, and I think I can make it work as such. I'm also sure the integrations using n8n would be a breeze.

[robi]

@makemrproper Cool, keep us posted on Baserow and n8n integrations.

[makemrproper]

@robi said in A decent CRM:

@makemrproper Cool, keep us posted on Baserow and n8n integrations.

Uhm, well it just works What would you like to know, use cases?

[robi]

@makemrproper Your use cases and example integrations people can implement too.

Even the tiniest thing you might think is benign.

[seeker]

I have not had the time to test the options but the features I am on the lookout for is

1. a way to quickly input prospects or client information pulling from an email or a website or from professional network or social media.
2. Integration smartphone call activity, sms messages, calendar, email
3. Email integration (email history when viewing contact)
4. Contact/Client Document Sharing and collaboration portal.
   I had a post abotu a web clipper for a crm here:
5. Locally installed app for working without good internet access.

https://forum.cloudron.io/topic/11000/smarter-web-text-collecting-clipping-for-contact-manager-crm-and-business-directory

[marcusquinn]

@makemrproper You know Forbes is an SEO spam factory?

[zonzonzon]

I'm planning to use espocrm, has anyone had experience with it? Please give me some advice. Thank you.

[timconsidine]

@zonzonzon I use EspoCRM and like it.
TBH I hate CRM's generally and EspoCRM works for me.

[marcusquinn]

@zonzonzon It's the best FOSS you'll find. Don't know your other experience, but you can pretty much get Espo to do anything you please. If you need accounting done for you, though, Odoo is also a consideration, and their SaaS pricing ain't too bad for what you get.

[marcusquinn]

@leoragabdi Thanks for spam links

@girish

[marcusquinn]

@girish This whole thread reads like spam for the Forbs backlink at the top. I don't see in an value here. Probably just delete it all?