Comments on: Technology for managing the business and your relationships with clients for small business http://blog.mavance.com/index.php/2008/03/17/technology-for-managing-the-business-and-your-relationships-with-clients-for-small-business/ A blog detailing the start and growth of Mavance, LLC Sat, 04 Sep 2010 12:21:56 +0000 http://wordpress.org/?v=2.6.3 By: Kelly Hair http://blog.mavance.com/index.php/2008/03/17/technology-for-managing-the-business-and-your-relationships-with-clients-for-small-business/#comment-59 Kelly Hair Tue, 16 Sep 2008 20:36:37 +0000 http://blog.mavance.com/index.php/2008/03/17/technology-for-managing-the-business-and-your-relationships-with-clients-for-small-business/#comment-59 @Diego Thanks for mentioning the two products not in the article. Re: Info@Hand - it reminds me a bit of CiviCRM (http://civicrm.org/) but w/o the Asterisk integration. CiviCRM was popularized by Howard Dean, the infamous "Yee Ha" candidate, for the 2004 US presidential election. The fact that you are using Asterisk in your small business is very interesting. I'm interested in what you have implemented/are planning to implement. Cheers! @Diego

Thanks for mentioning the two products not in the article. Re: Info@Hand - it reminds me a bit of CiviCRM (http://civicrm.org/) but w/o the Asterisk integration. CiviCRM was popularized by Howard Dean, the infamous “Yee Ha” candidate, for the 2004 US presidential election.

The fact that you are using Asterisk in your small business is very interesting. I’m interested in what you have implemented/are planning to implement.

Cheers!

]]> By: Diego http://blog.mavance.com/index.php/2008/03/17/technology-for-managing-the-business-and-your-relationships-with-clients-for-small-business/#comment-58 Diego Mon, 15 Sep 2008 19:44:13 +0000 http://blog.mavance.com/index.php/2008/03/17/technology-for-managing-the-business-and-your-relationships-with-clients-for-small-business/#comment-58 Hi, I am going through the process of evaluating CRM solutions for my small business and I have two in my short list that you did not mention. I have a requirement that my CRM integrate with Asterisk and both of these do (in different ways) First is Daylite from MarketCircle. This is a client/server application for Macs. Integration with Mail is good although t sometimes does things that baffled me. It has an Offline option for when you are not in the office. You can use over the internet but the performance is just acceptable on a fast ADSL connection. There are estimates but no invoicing or integration with accounting packages. It integrates with asterisk via a third party tool (Dialectic - very good on its own). There is no "Customer Portal" Pricing is a one off and equivalent to about 1 year of Sugar Enterprise. Second is Info@Hand. It is Sugar and Joomla rebranded together in a seamless package. It integrates with Asterisk and quickbooks right out of the box. They take away some of the customization capabilites of sugar (Like writing your own modules) but offer customization as a paid for service. The customer portal is as useful as the Netsuite (Customers can view tickets, info, orders, invoices and even make payments right then and there) . The cheapest optionis to host it yourself. Price in this case is about similar to one year of SugarPro but you only have to pay for one year. Upgrades and support are available for AUD$80/year/user after that. Hi,

I am going through the process of evaluating CRM solutions for my small business and I have two in my short list that you did not mention. I have a requirement that my CRM integrate with Asterisk and both of these do (in different ways)

First is Daylite from MarketCircle. This is a client/server application for Macs. Integration with Mail is good although t sometimes does things that baffled me. It has an Offline option for when you are not in the office. You can use over the internet but the performance is just acceptable on a fast ADSL connection. There are estimates but no invoicing or integration with accounting packages. It integrates with asterisk via a third party tool (Dialectic - very good on its own). There is no “Customer Portal” Pricing is a one off and equivalent to about 1 year of Sugar Enterprise.

Second is Info@Hand. It is Sugar and Joomla rebranded together in a seamless package. It integrates with Asterisk and quickbooks right out of the box. They take away some of the customization capabilites of sugar (Like writing your own modules) but offer customization as a paid for service. The customer portal is as useful as the Netsuite (Customers can view tickets, info, orders, invoices and even make payments right then and there) . The cheapest optionis to host it yourself. Price in this case is about similar to one year of SugarPro but you only have to pay for one year. Upgrades and support are available for AUD$80/year/user after that.

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