Customer Resource Magangement (CRM) Do you use it?
Close
Login to Your Account
Results 1 to 6 of 6
  1. #1
    Join Date
    Oct 2014
    Country
    UNITED STATES
    State/Province
    South Dakota
    Posts
    77
    Post Thanks / Like
    Likes (Given)
    2
    Likes (Received)
    7

    Default Customer Resource Magangement (CRM) Do you use it?

    The manufacturing business we purchased has a program called ACT! that we inherited along with other software. Until a year ago, I have just used a large notebook to write notes when on the phone with customers. However, it's difficult to find the note when the customer calls a month or a year later. We started using ACT! since we had it anyway. Basically we just record pertinent contact details and notes on the conversation. Its a snap to find the note later when the customer calls again even if they spoke with a different person.
    Problem: We have never purchased this program and now for the second time it shuts off not allowing any access because "free trial is expired" Last time support got us up and running somehow. If I have to subscribe to something I'd just as soon hear about what the other options may be as it seems a little expensive for our use. Looks like their are some free option as well. What do you use?

  2. #2
    Join Date
    May 2005
    Location
    Republic of Arizonia
    Posts
    1,577
    Post Thanks / Like
    Likes (Given)
    0
    Likes (Received)
    461

    Default

    Depending on the age of the program and computer. A computer savvy individual should be able to locate the information / access code in regedit.............or a similar file.

    If you don't know how , then don't play with regedit.....

  3. Likes TDegenhart liked this post
  4. #3
    Join Date
    Apr 2019
    Country
    UNITED STATES
    State/Province
    Arkansas
    Posts
    360
    Post Thanks / Like
    Likes (Given)
    50
    Likes (Received)
    160

    Default

    I don't know how machine shops function without a crm or erp.

  5. #4
    Join Date
    Oct 2014
    Country
    UNITED STATES
    State/Province
    South Dakota
    Posts
    77
    Post Thanks / Like
    Likes (Given)
    2
    Likes (Received)
    7

    Default

    Quote Originally Posted by as9100d View Post
    I don't know how machine shops function without a crm or erp.
    Would you care to share what you currently use for both?

  6. #5
    Join Date
    Apr 2019
    Country
    UNITED STATES
    State/Province
    Arkansas
    Posts
    360
    Post Thanks / Like
    Likes (Given)
    50
    Likes (Received)
    160

    Default

    We are a midsized aerospace and DOD shop and we use shoptech e2 which is a full blown erp. We recently upgraded to their web version and I can't see us ever going back to anything else.

  7. #6
    Join Date
    Apr 2014
    Country
    CANADA
    State/Province
    Ontario
    Posts
    11
    Post Thanks / Like
    Likes (Given)
    6
    Likes (Received)
    1

    Default

    Hey, hubspot is free but if you want more features you pay for them. It is internet based. I've only been using it for about 2 weeks in my own company and so far so good. Every where else I've worked has had a custom crm and erp built.

    Sent from my SM-G950W using Tapatalk


Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •