Concrete and CRM3 users found helpful
A few of my clients would love this.
just thought I would plant the seed. ;-P
C5 is perfect for non-tech personnel. I tried Drupal, but clients just could not navigate the learning curve. I am working on my first C5 implementation, and I think it will be the answer.
A Concrete5 CRM/PM tool would be pay-worthy.
From personal experience I tried to get my clients to use a PM but it was just to big and bulky. Most of the time they just emailed me.
At the end of the day it really depends on which type of client you have.
I would probably pay for a PM solution for c5. Maybe projectpier gets ported over, but its not an urgent project.
I customize SageCRM on a regular basis for my clients. A CRM is entirely different kind of app than a CMS. The administration features are extensive. Entity creation, relationships, workflow, communications, etc. I guess "add-on" makes it sound too deceptively simple to me.
What would be cool, though, is a CRM that is built in a similar way to C5. I don't know how Sugar is coded, but the way C5 is coded is really growing on me. If a CRM was built like C5, customization would be much easy than customizing Sage. I can testify to that!
I'd love to see single signon solutions for concrete5 and sugar, or other CRMs.. that would help.
I suppose something like the reports C5 generates at the moment but a lot more comprehensive.
This is a real shame becuase it is the only Open Source CRM platform out there that seems to do what the commercial CRM solutions do.
I was thinking about creating a few CRM style blocks that you could install into Concrete5 as a workaround and use the user/groups/permissions to display them to those who should see them. As part of my proposal in Feb I had to write the database schema and necessary screens and I kept thinking - this is so much like Siebel, am I trying to reinvent the wheel? Having done a lot of the thinking about it I am still keen to give it a go, provided there is the demand for it?
Soon as we have anything I will let you all know.
We will be inviting a select few from this forum to test it out too so will let you know when we are at this stage.
We are looking at the end of September for an alpha/beta stage build that we are happy with.
Right now Salesforce is our choice, but something integrated directly with concrete would be wayyyy better.
Hope to have it ready in a couple of months.
Still in development. Taking a bit longer than anticipated.
Soon as we have news I will let everyone know.
Will keep you updated.
Are you thinking about coming up with something that is native to Concrete, or something that integrates a different CRM solution?
P.S. Don't forget about mobile, my company's sales people want to be able to access a CRM in the middle of trade shows from their phones.
This will be integrated into Concrete 5. It will pull in leads from forms created in Concrete 5 or you can insert them manually if you receive leads over the phone etc. You will be able to say when a lead is won, lost, binned and the amount that it's worth etc. This will generate reports on how well your business is doing which you can also export.
This will not be as In depth as Sales Force or Zoho but will cater for most small businesses. We can always add functionality later down the line if it gets enough interest.
I will say we are perfectionists so won't release anything until we are completely happy with it. At some point later down the line I will post up some screenshots so you can get an idea how it's coming together.
This may be something we add as a separate option for this add-on further down the line.
We mainly wish this to be a standalone application that works using Concrete5 and not an outside source. Gives the user more control over there information.
Will speak to the team and see what they say. Appreciate the offer of help.
Attached is a spec document for the CRM we are building. Give you an idea of how it will function.
Please post any questions.
Will not release it until its ready.
Please PM me when you guys are done or need a Beta Tester :)
Our production has been manic here, which is good, so this has taken a back seat for now.
We are building it and hope to have something early next year. Its in our production and will not get moved so it is happening.
We just want to make sure its right.
Is the add-on ready for use?
Bump checking to see if there is any news on the progress? I would be happy to alpha/beta this, so feel free to add me to that contact list.
Please, if it is still out there, can we at least get a peak or test of such an awesome tool.