General discussion

Locked

CRM Systems

By byron.gough ·
I lead a small team of four. And currently to track tasks that we are currently working on we are just entering them into an Excel spreadsheet. Not very efficient sometimes as things get deleted and go undone when people are on holidays. i was looking at the solutions base on the website and i noticed a whole section on CRM's that have trial versions but also free applications. What i was looking for was something that could track are task and that we could put in updates in. Also we would have to be able to transfer tasks into other peoples queues when they were away. I was a bit lost with the amount of CRm's. Has anybody actually tried these out and if they have what did they find were the best ones. Thanks in advance.

This conversation is currently closed to new comments.

5 total posts (Page 1 of 1)  
| Thread display: Collapse - | Expand +

All Comments

Collapse -

by JamesRL In reply to CRM Systems

Do you use Outlook?

Outlook has a basic task manager. It becomes more powerful when you combine it with Sharepoint services, which somes free with 2003 servers. You can send tasks to each other and track them on a sharepoint site.

James

Collapse -

by byron.gough In reply to

Poster rated this answer.

Collapse -

by JamesRL In reply to CRM Systems

Do you use Outlook?

Outlook has a basic task manager. It becomes more powerful when you combine it with Sharepoint services, which somes free with 2003 servers. You can send tasks to each other and track them on a sharepoint site.

James

Collapse -

by byron.gough In reply to

Poster rated this answer.

Collapse -

by byron.gough In reply to CRM Systems

no afraid not. On lotus notes. Are there any add ins for this. Although this could be tricky as are lotus notes is administered in a different country and its like squeezing blood from a stone to get something like this done.

Back to Desktop Forum
5 total posts (Page 1 of 1)  

Related Discussions

Related Forums