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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.
@makemrproper Cool, keep us posted on Baserow and n8n integrations.
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@makemrproper Cool, keep us posted on Baserow and n8n integrations.
@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?Cloudron fan
Paying Customer -
@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?@makemrproper Your use cases and example integrations people can implement too.
Even the tiniest thing you might think is benign.
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G girish moved this topic from Feature Requests on
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I have not had the time to test the options but the features I am on the lookout for is
- a way to quickly input prospects or client information pulling from an email or a website or from professional network or social media.
- Integration smartphone call activity, sms messages, calendar, email
- Email integration (email history when viewing contact)
- Contact/Client Document Sharing and collaboration portal.
I had a post abotu a web clipper for a crm here: - Locally installed app for working without good internet access.
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It is such a great value add when I can provide business support systems for my company. Anything such as a CRM, timesheets with Kimai, n8n workflows and integration, baserow and so on.
I think Cloudron should have a decent CRM application available.
Dolibarr and EspoCRM which indeed are packaged and published Cloudron apps, are not good enough in my view.
I am hoping for more business support systems on here, it would increase Cloudron's value for my businesses and I am very sure others would agree.Some suggestions for CRMs: https://www.forbes.com/advisor/business/software/best-open-source-crm/
Sadly - I understand that ErpNext (discussion: https://forum.cloudron.io/topic/1228/erpnext-cost-effective-erp-solution/105 ) and Odoo (discussion: https://forum.cloudron.io/post/81451 ) are considered too large apps to be hosted for Cloudron. Both fit the bill perfectly.
@makemrproper
You know Forbes is an SEO spam factory? -
I'm planning to use espocrm, has anyone had experience with it? Please give me some advice. Thank you.
@zonzonzon I use EspoCRM and like it.
TBH I hate CRM's generally and EspoCRM works for me. -
I'm planning to use espocrm, has anyone had experience with it? Please give me some advice. Thank you.
@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.
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@leoragabdi Thanks for spam links
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It is such a great value add when I can provide business support systems for my company. Anything such as a CRM, timesheets with Kimai, n8n workflows and integration, baserow and so on.
I think Cloudron should have a decent CRM application available.
Dolibarr and EspoCRM which indeed are packaged and published Cloudron apps, are not good enough in my view.
I am hoping for more business support systems on here, it would increase Cloudron's value for my businesses and I am very sure others would agree.Some suggestions for CRMs: https://www.forbes.com/advisor/business/software/best-open-source-crm/
Sadly - I understand that ErpNext (discussion: https://forum.cloudron.io/topic/1228/erpnext-cost-effective-erp-solution/105 ) and Odoo (discussion: https://forum.cloudron.io/post/81451 ) are considered too large apps to be hosted for Cloudron. Both fit the bill perfectly.
@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?
