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Cloudron Forum

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  1. Cloudron Forum
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  3. A decent CRM

A decent CRM

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  • S Offline
    S Offline
    seeker
    wrote on last edited by seeker
    #12

    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

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    0
    • M makemrproper

      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.

      marcusquinnM Offline
      marcusquinnM Offline
      marcusquinn
      wrote on last edited by
      #13

      @makemrproper 😂 You know Forbes is an SEO spam factory?

      Web Design & Development: https://www.evergreen.je
      Technology & Apps: https://www.marcusquinn.com

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      0
      • Z Online
        Z Online
        zonzonzon
        wrote on last edited by
        #14

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

        timconsidineT marcusquinnM 2 Replies Last reply
        0
        • Z zonzonzon

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

          timconsidineT Offline
          timconsidineT Offline
          timconsidine
          App Dev
          wrote on last edited by
          #15

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

          1 Reply Last reply
          3
          • Z zonzonzon

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

            marcusquinnM Offline
            marcusquinnM Offline
            marcusquinn
            wrote on last edited by
            #16

            @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.

            Web Design & Development: https://www.evergreen.je
            Technology & Apps: https://www.marcusquinn.com

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            2
            • marcusquinnM Offline
              marcusquinnM Offline
              marcusquinn
              wrote on last edited by
              #17

              @leoragabdi Thanks for spam links 👋

              @girish

              Web Design & Development: https://www.evergreen.je
              Technology & Apps: https://www.marcusquinn.com

              1 Reply Last reply
              1
              • M makemrproper

                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.

                marcusquinnM Offline
                marcusquinnM Offline
                marcusquinn
                wrote on last edited by
                #18

                @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?

                Web Design & Development: https://www.evergreen.je
                Technology & Apps: https://www.marcusquinn.com

                1 Reply Last reply
                2
                • marcusquinnM Offline
                  marcusquinnM Offline
                  marcusquinn
                  wrote last edited by
                  #19

                  SPAM POST ☝ @james

                  Web Design & Development: https://www.evergreen.je
                  Technology & Apps: https://www.marcusquinn.com

                  jamesJ 1 Reply Last reply
                  1
                  • marcusquinnM marcusquinn

                    SPAM POST ☝ @james

                    jamesJ Offline
                    jamesJ Offline
                    james
                    Staff
                    wrote last edited by
                    #20

                    Thanks, @marcusquinn
                    Handled it.

                    marcusquinnM 1 Reply Last reply
                    1
                    • jamesJ james

                      Thanks, @marcusquinn
                      Handled it.

                      marcusquinnM Offline
                      marcusquinnM Offline
                      marcusquinn
                      wrote last edited by
                      #21

                      @james Thanks, but I think the original post is also a spam link. Forbes is one giant affiliate website, doing many of the same things as spammers. It's what's known as a parasite. I'd delete this whole post, as it offers no value to anyone here that's focused on self-hosting and open-source.

                      Web Design & Development: https://www.evergreen.je
                      Technology & Apps: https://www.marcusquinn.com

                      1 Reply Last reply
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