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  1. #1
    SitePoint Enthusiast
    Join Date
    Jan 2006
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    Question Customer Relationship Management / Project Management / Support Tools???

    Are you a Web / Software Development firm that have a less than 10 person
    staff of designers and programmers? If so, what software do you use for the:

    **1** Sales Process (track leads, automate 'service-oriented' proposals,...)

    **2** Project Management (timelines, create milestones based on the proposal, assign resources, ...) and...

    **3** Support phases (maintenance, support tickets, etc.) for delivering your services to clients?

    So many products that do 1-specific task but not all 3.

    The problem with SugarCRM is the costs for a small firm. Their commercial version is $500/per user/per year. What alternatives are out there to make business more productive and seamless?

    There are great products like ACT for customer management -- great for documenting a history of contact with leads, reviewing the cycle of sales, writing proposals, etc... but how do you get that information to transition to a "project" for the project manager to take over?

    Thanks for your input!

  2. #2
    SitePoint Enthusiast
    Join Date
    Nov 2003
    Brisbane, QLD
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    I have used Daylite from Marketcircle before which I really liked. It was the product that closely mirrored our business process and the things that you mention, although I am not 100% certain about the ticketing issue although I am sure there could be a work around.

    The only thing is that this product is a Mac only product I believe.

    I really like this software and I enjoyed the integration with my email account which is something that I haven't seen in any other project management system (well on the mac at least).

    Colin Burns
    Founder & CEO, cmsadvantage
    The premier CMS for Web & Graphic Designers


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