Anyone have any experience with CRM (Customer Relations Manager)

[BB] Rick James

[H]ard Dawg
Joined
Apr 4, 2004
Messages
2,810
I own a WISP in MN. We are looking at going with a CRM that will handle the following:

Customer Contact (obviously)
Asset Tracking
Billing (optional, but would be GREAT if it could handle this)
Expense reports
Customer profiles? (possibly being able to incorporate this into our web site, if it handles billing maybe customers can log into it and see outstanding bills, payments and etc...)

We basically want a 1 stop shop for all these items. Our current billing system so far has been great, but it lacking a few items. It does reports, but doesn't allow us to input anything into other then customers, payments, debits and credits.

We are currently looking at the WebEx CRM, has a lot of what we are looking for but lacks the billing side of things. It is pretty customizable, but what I don't like is that it's housed outside our servers on their web/servers. I'd "like" something housed on my servers, but not necessary mandatory.

Anyone have experience with this?

Thanks in advance!!
 
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